CRM for solopreneurs
You're the whole sales team. Know who to follow up today.
See who you owe a follow-up today, between the client work. Every enquiry, note and payment sits on that person's record.
30 minutes. You choose the day and the time.
- One list of who's due
- Your spreadsheet in, undo within a day
- Works in your phone's browser
- Hui Min, a bakeryProposal sent, S$4,800, 5d overdue, Task: chase the brand refresh proposal
- Clara NgEnquiry, Today, Appointment, 2pm: first call on ZoomFrom a card you scanned
- Ravi, a past clientWon, S$3,200 paid, Today, Follow-up: ask about phase twoInactive over 30 days
- Joel TanContacted, Today, Task: send two past projects
Client work weeks
When you're doing the work, nobody's doing the selling.
A big project lands and you're heads down for three weeks. The proposal you sent before it, the referral who asked for a call and the client who said 'ping me in a month' all wait, because you're the only one who could chase them. When the project ends, there's nothing lined up.
01Who's due
Open one list of who you owe a follow-up today.
Give everyone you speak to a follow-up date as you finish. Tomorrow, a week, a month and three months are one tap each. Next activity due is the first view, with everyone due today or overdue, and they stay until you set a new date.
- Five quick dates, or any day
- Overdue ones say how late
- No next step catches the ones with no date
02Between projects
Line up the next client before this project ends.
Every enquiry, proposal and past client is a card on one board, in stages you name. Inactive over 30 days lists the past clients you haven't spoken to in a month. Open it once a week and send three messages before it fills up.
- Each proposal as its own deal, with a close date
- Inactive over 30 days, ready on day one
- Never contacted, for enquiries nobody has called
03What came in
Know what came in this month without opening a spreadsheet.
Add an Amount paid and a Date paid field. The strip above your board adds up what came in this month, quarter or year, in S$, against a yearly goal you set. Send a payment link from your own Stripe, and the card updates when they pay.
- Received, Jobs and Avg per job
- Cash and transfers count when you type them in
- Payment links on your own Stripe
A worked example
One month at a one-person brand consultancy
- The 1stFarah runs a brand consultancy on her own. She imports her client spreadsheet of 140 rows, and an old client listed twice merges into one card.
- The same dayShe gives each of her six open proposals a follow-up date.
- Week twoShe's deep in a rebrand, but her list shows the one or two people due, and she sends those messages.
- A Thursday nightAt a networking event she scans four business cards, checks what each one read and saves them.
- The 30thTwo proposals are won, the strip shows S$9,600 received, and Inactive over 30 days holds three past clients for next week.
And the rest
What it does for a one-person business, and what it won't
Goes well with
Give every open proposal a date before the next project starts.
Start with your spreadsheet and the proposals you sent last month.
30 minutes. You choose the day and the time.
Before you move your clients in
Is a CRM overkill when it's just you?
Not if it's one date per person. You set the next follow-up as you finish a call, and the list does the remembering. The rest, like views and fields, waits until you want it.
Bring it in as a CSV of up to 2,000 rows. Columns are matched for you, and if the import looks wrong, undo it within a day.
No. It sends payment links on your own Stripe account and records what's been paid. Keep your accounting tool for bills and tax.
Share the pipeline with them to view, use or manage, and new enquiries can go to each of you in turn.
No. Palby CRM keeps each chat on the client's record, so the history is there when you reply. Your number links by scanning a QR code. Answering enquiries is a separate Palby product: see how Palby answers WhatsApp enquiries.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.