Solutions · Small businesses

Run the business and leave the admin behind.

When you are the founder, the sales team and account delivery all at once, things slip when you get busy. Parley Notes remembers every customer call and builds your to-do list while you work.

For owners, operators and small teams wearing every hat

NoteCRMAskWarnings
Notes › Phone calls
Call, Oosterdok Roasters & Supply
Fri 16 Oct · 14 min · on the phone
WholesaleLotte van der BergAdd to Hub
Summary
DecisionAll 6 Amsterdam cafés move to fortnightly delivery from 1 Nov.
DecisionPer-kilo price locked for 6 months on automatic SEPA debit.
PromiseSend updated wholesale agreement + sample roast on Monday.
PromiseLotte to confirm loading-bay hours for the Haarlemmerdijk shop.
Open2 extra grinder burrs in the first November drop?
CRM › Customers
Oosterdok Roasters · 6 locations
EUR 4,200 a month · Lotte van der Berg
Quote › Verbal yes
TaskPack sample roast and send the SEPA wholesale agreement to Lotte
DueMonday
ConfirmFix
Ask Parley Notes
“What did Lotte say about delivery hours?”
Answer from your call on 16 Oct
“I will confirm the loading-bay hours for Haarlemmerdijk. Mornings before ten are usually fine.”
Warnings
At risk
Oosterdok Roasters
Early warning
The first delivery on 1 Nov is in 5 days and Lotte has not returned the signed SEPA mandate.
ConfirmFix

Take the call from the van or the shop floor. Everything is written down when you hang up.

The whole business

Find customers, do the work and get paid.

Find customers

Every enquiry and visit becomes a customer with what they want and what you promised.

CRM ›

Do the work

Each order becomes a job planned on the dates you and your suppliers said out loud.

Projects ›

Get paid

See which customers said when they would pay and who needs a call.

Note taker ›

A customer calls your business number. You answer in Parley Notes and the call is a note when you hang up. Answering calls is on the Business plan, in the Android app.

Who you talk to

Everything people tell you kept in one place.

Customers

What they ordered and what you promised.

Suppliers

Prices, delivery weeks and every delay.

Subcontractors

What they will do, by when and for how much.

Your accountant

What to send and the deadline.

Your team

Who does what after the Monday meeting.

Yourself

The idea you said out loud in the van.

One week

A week in a small business without the evening admin.

Monday

Team meeting

After fifteen minutes everyone leaves with their tasks listed.

Tuesday

Two customer visits

Both are notes with quotes to send before you are home.

Thursday

A customer calls

You ask “What did I promise Lotte?” and answer while she is still on the line.

Friday

The week ahead

One screen shows the jobs, the open quotes and who to call.

Warnings, not dashboards

See what needs you today while there is still time to fix it.

Start with your next conversation
and see where it goes.

Free to start on every device and you add your team when you are ready.

Plans and prices are on the pricing page.