Solutions · Field sales

Sell in the field and skip the write-up.

Shake hands, get in the car and head to your next stop. Parley Notes captures what was agreed across the table and updates the deal while you drive.

For sales reps and teams on the road

NoteCRMPrepWarnings
Notes › Visits
Visit, NorthSea Cold Logistics
Wed 14 Oct · 36 min · in person (phone on table)
CustomerPieter BrouwerAdd to Hub
Summary
DecisionApproved 4-week trial for 2x automated dock seals (Terminal B).
DecisionBundle 3-year salt-corrosion SLA into the main quote.
PromiseSend revised PDF quote with 3-year SLA by Monday 12:00.
PromisePieter to clear capex sign-off with IJmuiden operations this month.
OpenConfirm if capex > EUR 50,000 requires Rotterdam HQ counter-signature.
CRM › Deals
NorthSea Cold Logistics · Terminal B dock seals
EUR 48,500 · Pieter Brouwer
Site visit › Trial approved
Next taskSend revised quote with 3-year SLA to Pieter
DueMonday
ConfirmFix
Prep notes
Before your next visit: NorthSea Cold Logistics
From your last visit
Last met 14 Oct. Trial running on 2 units. Ask Pieter if Rotterdam HQ confirmed the EUR 50,000 signing threshold.
Warnings
At risk
NorthSea Cold Logistics
Early warning
Pieter confirmed the trial dates 5 days ago and the revised SLA quote has not been sent yet.
ConfirmFix

Phone on the table. The note is ready before you reach the car.

The whole route

Before, during and after every visit.

Before the visit

Open the customer in the car park and see the last promises, the open questions and the objections on one screen.

Note taker ›

In the visit

Put the phone on the table and look at the customer while it transcribes with or without signal, and the note is ready when you are back online.

Private by design ›

After the visit

The deal, the people and the follow-ups are updated so you confirm with one tap and drive on.

CRM ›

Customers call while you are on the road. You answer in Parley Notes and the promise you made is on the deal. Answering calls is on the Business plan, in the Android app.

Who you meet

Every customer speaks with more than one voice and you keep all of them straight.

The buyer

The price they named and the date they need it.

The user

What annoys them about what they have today.

Finance

The budget, the approval steps and who signs.

The owner

What they said the company needs this year.

Your manager

A pipeline that is true without a Friday report.

Your colleague

The whole history when the account moves to them.

One week

Twenty visits in a week and no report to write on Friday.

Monday

Eight visits

You drive the northern route and every visit is a note before you start the engine.

Wednesday

A quote promised

You said Monday noon so Parley Notes puts it on your task list with the time.

Thursday

Before a visit

You ask “What did Pieter say about the SLA?” and get his words from October.

Friday

Pipeline review

Your manager opens the pipeline and finds it already up to date.

Warnings, not dashboards

See which customer needs you today before the deal goes cold.

Start with your next visit
and see where it goes.

Free to start on every device. Business gives the whole sales team one shared pipeline.

Plans and prices are on the pricing page.

Book a demo

It takes 20 minutes by video and we reply by email to set a time.