CRM product catalogue
Take the guesswork out of what each deal is worth.
Your team quotes from the same prices, and each deal's value comes from the products on it.
30 minutes. You choose the day and the time.
- Top and bottom cabinets, per foot run12, S$180S$2,160
- Quartz countertop, per foot run12, S$95, 10% offS$1,026
- Hacking of old cabinets1, S$450S$450
- Deal valueFrom 3 productsS$3,636
Same package
The price you quoted last time, if you can find it
A customer asks for the same kitchen as her neighbour. You quote S$3,400. Daniel quoted the neighbour S$3,900 last month, from his own spreadsheet, and now they're comparing notes.
01The list
Keep one list of what you sell, with its price.
You sell the same dozen things on most jobs, like cabinets, countertops and tiles. Put each one on the pipeline's list with a name, a price and a category, and mark one inactive when you stop selling it. Anyone with manage access can change the list, and everyone else picks from it.
- Name, price and category
- Active or inactive
- Manage access edits the list
- Cabinets, per footCategory: CarpentryS$680
- Quartz topCategory: CountertopsS$3,400
- Floor tiles, per sq ftCategory: TilesS$12
02On the deal
Add products to a deal, and the total adds itself up.
Mrs Wong wants twelve feet of cabinets and a quartz top. On the deal, pick each product, or type one that isn't on the list, and set how many and any discount. Each line totals itself and the deal's value becomes the sum, so when you follow up on the quote, you quote the same number.
- Change the price for this customer only
- Discount as a percentage
- Totals in S$
- Mrs WongTwelve feet of cabinets and a quartz top
03Every job
Track every job from one customer, deal by deal.
Mrs Wong's kitchen in March leads to her bathroom in June. Give each job its own deal, open, won or lost, with its own close date and its own products, all on her one card.
- Open, won or lost
- A close date on each
- Products on each deal
- Mrs WongKitchen in March, bathroom in June
04At a glance
See what the open deals are worth, at a glance.
Before the month ends, you want to know what's still on the table. The summary above the board adds up the value of every open deal, next to your won rate and how many cards have gone stale, and the stale ones are the quotes to chase this week.
- Open deals' value above the board
- Won rate beside it
- Updated as lines change
- ValueEvery open deal, added upS$86,700
And the rest
Small things that keep prices straight
Goes well with
Stop typing the same prices into every deal.
Start with the five things you sell most.
30 minutes. You choose the day and the time.
Before you add your prices
Worried a fixed list won't fit your prices?
No. The list gives each line a starting price, and you change it on the deal. The list stays as it was.
No. Palby CRM prices the deal and adds it up. It doesn't make a quote document to send.
Not yet. Prices and deal values are in S$.
Anyone with manage access to the pipeline. Everyone else picks from the list, and can change a price on a deal they work on.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.