Eight checks a demo tends to skip
A demo shows the pipeline and the reports. It rarely shows what happens when a Singapore customer writes "stop", or when your list has numbers typed five ways. Ask about these before you move anyone in.
| Check | Why it matters here | Ask the vendor | Palby CRM today |
|---|---|---|---|
| Where the records sit | The PDPA asks you to protect personal data "in its possession or under its control", including what a vendor stores for you | Which country is the database in? | A database in Singapore |
| Consent, channel by channel | A marketing yes to a Singapore number has to be in writing or another form you can look up later | Can each customer's WhatsApp, email and call consent sit on their record, with the date and how? | Yes, with the date and a note of how |
| The Do Not Call Registry | Marketing to a Singapore number needs a Registry check first, unless they said yes in writing. Results last 21 days | Does it check numbers against the Registry, or do I? | Not yet. You check on PDPC's service |
| A stop that sticks | Once a customer withdraws, you stop, and marketing to their number has to stop within 21 days | When a customer writes stop, what changes on their record? | Once your WhatsApp number is linked, their record says No for WhatsApp, dated. Do not contact turns every channel off |
| Singapore numbers | Numbers are eight digits, and a WhatsApp link needs the 65 in front | Does 9123 4567 become +65 9123 4567 without me typing it? | Yes. Numbers typed with and without 65 match as one person on import |
| Money in S$ | Quotes, deposits and what each customer has paid | Are amounts in S$, and can I see what each customer has paid? | S$ throughout. Add an Amount paid field and the pipeline totals it by month, quarter or year |
| Who sees what | A new hire shouldn't be able to download every customer on day one | Can I share one pipeline without sharing the export? | Yes. Each pipeline is shared to view, use, manage or export |
| Getting in and out | Your list lives in a spreadsheet today | Can I import my spreadsheet, undo it if it goes wrong, and export everything back? | Up to 2,000 rows from a CSV, one tap to undo the import within a day, and a CSV export |
Six moments that show whether it fits
Ask to see each one on a sample pipeline during a walkthrough, ours included.
- A parent writes "stop". If the stop sits in one person's chat, a colleague will message her next month. Look for the record itself to change, with the date.
- Chinese New Year week. Quotes go quiet, and nobody picks them up after. Look for follow-up dates you can set for the first working day back, and a list of who's due that day. Our 2027 public holidays page has the dates.
- Last year's open house sheet. The numbers are typed as 91234567, +65 9123 4567 and 6591234567. Look for one customer, not three.
- A salesperson leaves. If the customers lived in their phone, they leave too. Look for records that belong to the business, and access you can take back in one step.
- A new launch, and 300 past customers. Look for a filter that shows only the ones who said yes in writing, so the rest go through a Registry check first.
- A customer asks what you hold on them. Look for one record with their details, notes and consent history, and a way to export it.
The Singapore pages
- Singapore public holidays 2027: every date from MOM, the long weekends, and when to send and chase around each.
- Singapore phone number format: eight digits, which first digits are mobiles, and how to keep numbers and addresses so links and imports work.
- PDPA guides: consent, deemed consent, NRIC numbers, your data protection officer, data breaches, name cards and how long to keep old records.
- DNC Registry Singapore: which messages need a check, how to run one, and the 21 days a result lasts.
30 minutes. You choose the day and the time.
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Questions about choosing a CRM in Singapore
The one that passes the eight checks with your own list. Bring a real export to the demo, and test the six moments on it. Our WhatsApp CRM comparison sets six options side by side.
No software can do that on its own. A CRM can keep the record: who said yes, when and how, and who asked you to stop.
Some do and some don't, so ask. Palby CRM doesn't yet, so you check numbers on PDPC's service before marketing to anyone without a written yes.
Yes. Palby CRM imports a CSV of up to 2,000 rows, and one tap undoes the whole import if it went wrong.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.