The CRM for people who hate updating CRMs.
You talk to clients. Parley Notes fills in the people, companies and deals. You tap Confirm or Fix and your pipeline is never out of date.
Windows, Mac and the web
Every deal on one board with its next step beside it.
- Moves with the conversationA call moves the deal to the next stage. You confirm or fix it.
- A next step on every dealTaken from what was agreed, with its date.
- Quiet deals stand outSee which deals have gone quiet and which have no next step.
- Board or tableFilter by owner, due this week, idle or no next step.
A forecast you can trust because it explains every number.
- Honest, not hopefulEach deal's probability comes from what was said, checked against your own wins and losses.
- Next to the rep's estimateSee where the team is optimistic, deal by deal, before the quarter ends.
- Where deals stallDays in each stage and how many deals move on.
- Why you loseThe reasons, counted from your conversations.
| Deal | Stage | Value | Rep | Parley Notes | Biggest reason |
|---|---|---|---|---|---|
| Enterprise plan | Proposal | 24k | 80% | 22% | Quiet 21 days |
| Clinic rollout | Negotiation | 16k | 90% | 41% | No next step |
| Brand refresh | Qualified | 14k | 50% | 58% | Budget confirmed |
| Second site | Negotiation | 10k | 85% | 79% | Next step agreed |
| Fleet tracking | Qualified | 21k | 40% | 33% | Competitor mentioned |
How Parley Notes scores a deal with a reason behind every point of probability.
When Parley Notes says 40%, about 4 in 10 of those deals close. When reps said 80%, fewer than 4 in 10 did.
Reads every conversation
Buying signals, objections, who was in the room, how firm each promise was, and how long a deal has been quiet.
Scores the deal
It starts from how often your deals close at that stage, then moves the probability a little with each signal.
Learns from every outcome
Every won or lost deal, and every Confirm or Fix, makes the next score more accurate. It also learns from companies like yours.
Every client and every conversation on one page.
- No data entryEach note is linked to the people in it and to their company.
- One timelineNotes, deals, stage changes and tasks, newest first.
- Ask where you standWhat did we agree last time? What is blocking this deal?
- The fields you need, nothing moreStatus, owner, industry, size and tags with no database to design.
Everyone you talk to found in your notes and confirmed by you.
New names from your conversations wait under To confirm. One tap adds them.
People sit with their company, their deals and every note they were in.
See who you talked to this week, and who you have not heard from.
Start from a template
Pick the one closest to how you sell. Rename the stages any time.
Also freelance, recruiting, fundraising and partnerships.
People, companies and every conversation with them without stages or deals.
Know who to call and who is drifting away.
Bring your list in and take it with you any time.
Start with the contacts and deals you already have.
Choose a template, rename stages and pick the fields you use.
Your people, companies and deals, as a CSV, whenever you want.
One app for the whole conversation and you pick where to start.
Note taker
Every conversation written up, with a weekly briefing and live insights in the meeting.
Explore ›CRM
Deals, people and companies kept current from your notes.
Explore ›Projects
Won deals become client projects, every promise included.
Explore ›Hub
One report from your calls, videos and articles, with every finding linked to its source.
Explore ›Start with one meeting
and see where it goes.
Free to start on every device.
Plans and prices are on the pricing page.