Lead scoring
Stop calling your enquiries in the wrong order.
Palby scores every customer from 0 to 100 from what they've done, and shows the working, line by line.
30 minutes. You choose the day and the time.
- Grace LeeReplied 3 times; Replied today; Appointment bookedHot 86In Hot leads: call first
- Daniel TanReplied twice; Stage 4 of 5; Follow-up overdueWarm 60
- Siti RahmanReplied once; Stage 2 of 5; Phone and email on fileCool 31
- Mr OngNo reply yet; No contact for 40 daysCold 4Bottom of the list
Forty enquiries
Forty enquiries, and the one ready to buy is number 31
Your ads brought in forty enquiries. You start at the top and work down. Number 31 replied three times and booked a site visit. By the time you reach her, she's signed with someone else.
01What counts
Score each customer on what they've actually done.
The score adds up what's happened on the card: how often and how lately they've replied, how far along your stages they are, a booked appointment, notes and finished tasks, and a follow-up date. Replies are read from the WhatsApp chats on the record. Silence takes points off: 10 after 14 days with no contact, 20 after 30.
- Replies, and how recent the last one is
- Stage, appointment and follow-up date
- Points off after 14 and 30 quiet days
- RepliesFrom his WhatsApp chat: how often, and how lately
02Why it's hot
Tap any score and see why it's hot.
Tap the score and How this is scored lists each line in plain words: "Replied twice", "Appointment booked", "No contact for 40 days". The lines add up to the score out of 100, so you can check it against what you know.
- Every line in plain words
- The lines add up to the score
- The same rules on every card
- Grace LeeTap her scoreHot 84
03Your first calls
Start with the hottest customers.
Hot leads is one of the ready-made views on every pipeline: everyone scoring 75 or more, hottest first. Each card carries its score as a chip, like Hot 86, and you can filter any view by score.
- Hot from 75, Warm from 50, Cool from 25
- A score chip on every card
- Filter any view by score
- Hot leadsEveryone scoring 75 or more, hottest first3
04Where they came from
Know where every customer came in from.
Each card keeps how the customer first came in, like an import, a referral, a WhatsApp chat or added by hand, and it's never written over. Campaign and ad details stay with it when there are any. Filter by it to see which sources bring you the hot ones.
- Came in through, on every record
- Kept from the first time they came in
- Filter any view by source
- Rachel NgImported from customers.csvImport
And the rest
And the small rules behind the score
Goes well with
Put your hottest customers at the top of tomorrow's list.
Start with the enquiries from your last campaign.
30 minutes. You choose the day and the time.
Before you trust a number
Don't trust a score you can't check?
It isn't a guess. Each part is a fixed rule, and tapping the score shows every line. The lines add up to the total.
For the full score, yes, because replies are read from the WhatsApp chats on the record. Without a linked number, each record still shows a score with no replies counted, and the board, the grid and Hot leads show none.
Not the rules, which are the same on every pipeline. What changes the score is the card: a reply, a booked appointment or a follow-up date.
No. The source is kept on the card for you to filter by, and adds no points.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.