CRM for consultants
Call back every referral with the context saved.
Proposals out, referrals to call back and past clients gone quiet, on one list, even mid-project.
30 minutes. You choose the day and the time.
- Starts with stages for services and agencies
- Bring a CSV of up to 2,000 rows
- Brightwave LogisticsProposal sent, S$12,000, 4d overdue, Task: chase the HR handbook proposalActive 12 days ago
- Faizal RahmanEnquiry, Today, Task: call back, referred by Daniel LeeSource: referral
- Mei Lin TanDiscovery call, Today, Meeting, 3pm: discovery call at Raffles Place
- Orchid Clinic GroupWon, project ended in June, Today, Task: check in about next yearInactive over 30 days
Mid-project
Where consultants lose clients between projects
You're deep in one client's work. A referral calls, you say you'll ring back next week, and the proposal you sent last month goes unchased. The project ends, and the pipeline is empty. Each of those needed a date, and a list that shows it.
01A referral calls
Write down who sent them while you're still on the call.
Faizal was referred by an accountant you know. Make him a card while you talk, note who sent him and what he needs, and set the follow-up to Tomorrow. The note and the source stay on his record, so the call back starts where you left off.
- The source kept on the card
- Your notes on the record
- Tomorrow, Next week or In a month, in one tap
02Proposal sent
Know which proposals are out and who to chase.
A proposal with a follow-up date turns up on Next activity due on that day, with how late it is once it's overdue. One with no date shows on No next step. Each deal has an amount and a close date, so you can see what's out in S$.
- Overdue ones show how late
- No next step for the ones with no date
- An amount and a close date on each deal
03Between projects
Find the past clients who've gone quiet, before you need them.
Inactive over 30 days lists the clients you haven't written to, or heard from, in a month. Check it during a busy week and send a few notes, so next quarter starts with conversations, not a cold list.
- Inactive over 30 days, ready on every pipeline
- Follow-ups In 3 months or In a year
- Any date field can remind you by email
A week as an HR consultant
One referral, from a phone call to a signed project
A fictional independent HR consultant in Singapore, and one referral through two weeks.
- MondayFaizal calls, referred by an accountant you know.A new card in Enquiry, with the referral as the source and a note of what he needs.
- TuesdayYou book a discovery call for Thursday.A meeting on his card. He moves to Discovery call.
- FridayYou send a S$12,000 proposal.Proposal sent, with the follow-up set to next Thursday.
- Next ThursdayNo reply.He's on Next activity due, with "Task: chase the proposal" beside his name.
- Next FridayHe signs.Won. You set the follow-up to In 3 months, to ask how the new handbook is landing.
Stages
Stages that follow a referral to a repeat client.
Pick Services and agencies when you start, and the board opens with Enquiry, Discovery call, Proposal sent, Negotiating, Won and Lost, and you can rename any of them. Past clients stay in Won, where Inactive over 30 days finds the quiet ones.
Goes well with
Ready to see every proposal you owe a chase?
Start with this month's proposals and referrals.
30 minutes. You choose the day and the time.
Before you move your clients in
Is a CRM worth it for one consultant?
Not if it's one list. Most of the work is a date: set the next follow-up as you finish a call, and the person turns up on that day's list. There's no team to set up, and you can share a pipeline later.
Yes. Write a note on the client's record as you finish. The Activity tab keeps notes, finished tasks and stage moves in order, so the next call starts with what was said.
WhatsApp chats do, once your number is linked by QR code: each one sits on the client's record. Palby CRM doesn't read your email yet, so paste what matters into a note.
No. It keeps each proposal's amount and close date on the deal, and you can attach the file to the card, up to 10 MB.
There's no price list on the site yet. You'll get the price for your team on the walkthrough, before you commit to anything.