Lead management software
Keep up with every new enquiry, and know who to call first.
Each enquiry keeps where it came from, a score that shows its working and a next step, so you know who to call before the others go cold.
30 minutes. You choose the day and the time.
- KumarWhatsApp78, HotReplied 3 times
- Joyce NgAdded by hand, Source: Referral52, WarmBooked a servicing
- Mark LeeImport14, ColdNever contacted
- Siti RahmanWhatsApp31, CoolNo next step
Who to call first
Enquiries come from WhatsApp, ads and referrals. Nobody knows who to call first
Twelve people asked about servicing last week. Some replied twice, one booked, and three were never called back. In a chat list they all look the same. Here each one has a source, a score and a next step.
01Source
Know where every enquiry came from.
Every new customer keeps where they came from: a WhatsApp chat, an import or a name typed by hand. It's written once and never overwritten, so the first source stays on the card whatever changes later.
- Set when the customer first arrives
- Never changed by later edits
- A Source dropdown of your own, too, like Walk-in or Event
- Mrs WongCame from: WhatsAppSet when she first wrote in
02Score
See who's warm, and why.
Each enquiry gets a score out of 100 and a band: Cold, Cool, Warm or Hot. Open "How this is scored" and every line shows its reason, like 25 for replying three times or minus 10 for two quiet weeks.
- Replies count most, and recent ones count more
- A booked appointment and a moving stage add to it
- Silence takes points away
- Mrs WongOut of 100. Bands: Cold, Cool, Warm, Hot52Warm
03Not yet called
Find the ones nobody has called yet.
The Never contacted view lists every customer with no note, done task, chat or stage move yet. Created in the last 7 days shows this week's arrivals. Start each week with both.
- Never contacted, ready on every pipeline
- Created in the last 7 days beside it
- Hot leads, sorted by score
- Never contactedNo note, done task, chat or stage move yet2
04Next step
Give every enquiry a next follow-up date.
Set a follow-up date as you finish the call, with one tap for tomorrow or next week. On the day, they're on Next activity due. Anyone still waiting with no date lands in No next step.
- Tomorrow, 1 week, 1 month, 3 months or a year
- Next activity due lists today's and the overdue
- No next step catches the rest
- No next stepSiti Rahman: Quote sent, no follow-up dateCaught here
05Before you call
See the full story before you call.
Open the card and the chats, notes, tasks and appointments sit together, with the newest first. Press Generate and AI sums up the record in a few lines.
- Chats, notes and events on one timeline
- Tasks and appointments on their own tabs
- Where they came from, on the card
Daniel Tan
+65 9170 2286 · Owner Michelle Ong
6
messages
2
open tasks
1
meeting
9
activity
NEXT
Task: chase the kitchen quote
And the rest
More ways to sort who to call
Goes well with
Keep up with your follow-ups, starting with the warm ones.
Start with the Never contacted view and the enquiries you already have.
30 minutes. You choose the day and the time.
Before you sort them
Worried you'll stop updating it?
Most of it fills itself in. Where they came from is set on arrival, the score updates from replies and stage moves, and the views sort themselves. The one thing you set is the next follow-up date.
No. It's fixed rules, and the card shows each line, so you can see why someone is Hot.
Your WhatsApp chats once your number is linked, your spreadsheet, business cards you scan and anyone you add by hand.
No. Every pipeline uses the same rules, so a 70 on one board means what it means on another. If a score looks wrong, the line behind it is on the card.
Yes. Share the pipeline with your team to read, edit or manage it.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.