Palby CRM

CRM payments and revenue

Stop chasing who's paid across chats and bank transfers.

Add what each customer paid and see this month's total against your goal. Send a payment link from your own Stripe, and the card updates when they pay.

Book a walkthrough Try a sample pipeline

30 minutes. You choose the day and the time.

A cleaning company's revenue strip in October
  1. ReceivedS$12,480
    October
  2. Jobs31
  3. Avg per jobS$403
  4. October goalS$15,000
    A twelfth of the yearly goal
  5. Notice2 finished jobs have no amount on the card yet.
    On the strip
  6. Payment linkDeep clean, S$420: Paid 28 Oct
    The card updated itself
3 periods
month, quarter or year
1 yearly goal
shown as month and quarter goals
2 fields
Amount paid and Date paid

Month end

Closing deals is hard. Knowing who paid shouldn't be

The job's done and the customer said they'd transfer. Did they? The answer is in your bank app, the chat and a spreadsheet you update when you remember, and the month's total comes at month end.

What came in
01See what came in this month, as it comes in.
Your goal
02Every month against your goal, at a glance.
Payment links
03Share a payment link in a few taps.
When they pay
04See it on the card when they pay.
Gaps
05Every missing amount, flagged at a glance.

01What came in

See what came in this month, as it comes in.

Add an Amount paid field and a Date paid field to your pipeline. Fill them in as customers pay, and the strip above the board totals what came in, how many jobs and the average per job, in S$.

  • Received, Jobs and Avg per job
  • This month, this quarter or this year
  • Cash and bank transfers count when you type them in
Renovation jobs - October
  1. FieldsAmount paid and Date paid, added to the pipeline

02Your goal

Every month against your goal, at a glance.

Set a yearly goal on the strip. Each month's goal is a twelfth of it and each quarter's a quarter, so on the 20th you can see how far you have to go.

  • One yearly goal per pipeline
  • A month's goal is a twelfth of the year's
  • Goal hit shows when you pass it
Renovation jobs - goal
  1. Yearly goalOne goal, set on the stripS$300,000

04When they pay

See it on the card when they pay.

When the customer pays through the link, it's marked paid within about ten minutes. The amount goes into Amount paid, Date paid is set, the deal is marked won and you get a Paid notice.

  • Amount paid and Date paid filled in
  • Their open deal moved to won
  • A Paid notice for you
Farid Ismail - card
  1. Farid Ismail, 2:14pmPays S$6,200 through the link

05Gaps

Every missing amount, flagged at a glance.

A finished job with no amount makes the total quietly short. The strip counts them: "2 finished jobs have no amount on the card yet." A paid card with no date paid is flagged too, because it can't count in any month.

  • Finished jobs with no amount
  • Paid cards with no date paid
  • Fix them from the card
Renovation jobs - this month
  1. Above the board2 finished jobs have no amount on the card yet.
    Received is short

And the rest

The details that keep payments straight

One payment per linkEach link takes one payment, then shows Stripe's own confirmation page.
Your StripeYou connect your own Stripe account in settings, with a restricted key, never your secret key.
Filled from the dealThe link's title and amount start from the customer's open deal.
Status on the cardEach link shows Open, Paid with the date, or Cancelled.
S$ totalsThe strip adds up in Singapore dollars.
Your teamAnyone who can see the pipeline sees the same totals.

Goes well with

Know who's paid without opening a spreadsheet.

Start by adding Amount paid and Date paid to the pipeline you already use.

Book a walkthrough

30 minutes. You choose the day and the time.

Before you take a payment

What to check before you take payments here