CRM document management
Keep every customer's files on their card, not in your chats.
You don't have to dig through chats and email for a customer's files. They're on the customer's record, beside the notes.
30 minutes. You choose the day and the time.
- Kitchen-quote-v2.pdf2 Nov, PreviewThe one she's calling about
- Floor-plan.jpg28 Oct, Preview
- Tile-choices.docx28 Oct, PreviewWord, drawn in the page
- Measurements.xlsx27 Oct, DownloadCan't be previewed, so it downloads
On the phone
The file you need, while they're still on the phone
Mrs Wong calls to ask about the second kitchen quote. It's in an email thread, or in a chat on the phone Daniel took home. You tell her you'll call back, and that's one more follow-up you didn't need.
01Attach
Attach files to the customer they belong to.
You've just been to the site and taken six photos. Upload them from your phone onto the customer's record, or attach them in the note box as you write, so the photos sit with the note about them. A pipeline without a files field gets one the first time you attach.
- Up to 10 MB a file
- Any kind of file
- From the note box too
- Site visit, TampinesSix photos taken on your phone
02Open
Find and open a customer's files in a tap.
She's on the phone asking about the second quote. Open her record and the PDF opens in a panel beside the notes. Photos open the same way, and Word files are drawn in the page. Anything else downloads with a tap.
- PDFs and photos open in a panel
- Word .docx files open in the page
- Grace Lee, 11:05amOn the phone, asking about the second quote
03Private
Keep customers' files private.
Your customers' floor plans and quotes aren't for anyone with a link. Files sit in private storage. Each time someone opens one, Palby makes a link that stops working after an hour, so a forwarded link soon goes dead.
- Private storage, not a public folder
- Links that expire after an hour
- Opened through the record
- Kitchen quote.pdfS$18,400. In private storage, not a public folder
04Your team
Hand a customer over with their files attached.
Daniel's on leave, and Mrs Wong calls you instead. Files follow the pipeline's sharing, so the quote and the photos are already on her card. View can open them, use can add them, and manage can remove them.
- View opens
- Use adds
- Manage removes
- Alan TeoOn leave. Mrs Wong calls Michelle instead
- Mrs Wong's cardSite photos and floor plan, already thereFiles follow the sharing
And the rest
Small things that keep files tidy
Goes well with
Stop digging for files when a customer calls.
Start with the customer you'll call tomorrow.
30 minutes. You choose the day and the time.
Before you upload anything
Do your files have to leave WhatsApp?
No. Move the ones you'll want on a call, like the latest quote or the site photos. Save them from the chat and attach them to the card.
In private storage with your records, which sit in a database in Singapore. Each open makes a link that expires after an hour.
No. Palby CRM keeps files on the card and doesn't send anything out for signing.
Each file can be up to 10 MB.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.