Real estate CRM
See who to call back after every viewing.
Buyers, sellers and tenants all reach you on WhatsApp. After each viewing, set the next step, and your list shows who to call.
30 minutes. You choose the day and the time.
- Starts with the Property stages
- Bring your phone's contacts as a .vcf file
- The TansViewed, 1d overdue, Task: send the floor planViewed on Saturday
- Mr GohOffer made, Today, Task: call about the buyer's offer
- Aisha RahmanViewing booked, Today, Meeting, 7pm: viewing in Punggol
- The LimsClosed in 2023, Today, Task: check in, three years in the new flatClients view
After the viewing
Nobody follows up after the viewing
You show six units. Days later there are new listings, two offers and forty chats. The buyer who liked the Punggol unit is three screens down, and she views with another agent. Set a follow-up as you leave each viewing, and your list starts with her.
01After the viewing
Set the next step as soon as the viewing ends.
You've just shown a 4-room flat. Move the card from Viewing booked to Viewed and pick a follow-up: Tomorrow, or Next week. Add a line on what they liked. On the day, they're on Next activity due, with the reason beside the name.
- Quick dates in one tap
- A note on what they liked
- Overdue shows how late
02Today's list
Start the week with the buyers who are waiting on you.
After six viewings and forty chats. Next activity due lists everyone whose follow-up is today or overdue. No next step lists the live ones with no date, and Inactive over 30 days the ones gone quiet. Link your WhatsApp number by QR code, and each chat sits on the client's record.
- Next activity due and No next step come ready
- Chats on the record once your number is linked
- Save your own view, like Sellers only
03Years later
Stay in touch with past clients before they move again.
The couple you sold to three years ago will move again one day. The Property stages include Closed, so the Clients view lists everyone who bought or sold with you. Save the date they got their keys in a date field, set it to remind you every year, and an email arrives a week before: your reason to call.
- Clients view, from the Closed stage
- Yearly date reminders by email
- Birthdays view, once you add a Birthday field
A week as a property agent
One buyer, from a WhatsApp enquiry to an offer
A fictional agent in Singapore, and one buyer through a week.
- Thursday, 9:40pmAisha asks on WhatsApp about a 4-room flat in Punggol.A new card in New lead, with WhatsApp as the source.
- FridayYou book a viewing for Saturday at 11am.A meeting on her card, with the address. She moves to Viewing booked.
- SaturdayShe views it. She likes the high floor and asks about the afternoon sun.Viewed, a note of what she said, and the follow-up set to Monday.
- Monday, 9amYou open the app.She's first on Next activity due, with "Task: send the floor plan".
- WednesdayShe makes an offer.Offer made, and a follow-up for Friday to hear back from the seller.
Stages
Stages that follow the viewing, not a sales funnel.
Pick Property when you start, and the board opens with New lead, Viewing booked, Viewed, Offer made, Closed and Lost, and you can rename any of them, or keep a second pipeline for sellers. Everyone in Closed shows on the Clients view.
Goes well with
Know who viewed and who to call.
Start with this week's viewings and the contacts on your phone.
30 minutes. You choose the day and the time.
Before you move your clients in
Already juggling WhatsApp, a notebook and your memory?
The one you'll keep up between viewings. Look for a follow-up you can set in one tap, your WhatsApp chats on the client's record and a list of who to call, which is the list Palby CRM opens on.
You don't type them in. Link your number by QR code, and a new chat files itself as a card, matched to an existing client by phone number. What you add is a date and a line of notes.
Yes. Export them as a .vcf file and import it, or a CSV of up to 2,000 rows. A contact you already have, by phone, email or name, is merged instead of copied. Imported the wrong file? Undo it within a day.
Not yet. It keeps consent for WhatsApp, email and calls on each record, with when and how it was given, and Do not contact skips that person on anything Palby sends by itself.
It runs in your phone's browser, laid out for a phone. Add it to your home screen. There's no App Store or Google Play app yet.
Not Palby CRM. It keeps the chats on the record and tells you who to follow up. Answering enquiries for you is a separate Palby product: see how Palby answers WhatsApp enquiries.
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.