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
Take the call from the van or the shop floor. Everything is written down when you hang up.
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 ›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.
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.
A week in a small business without the evening admin.
Team meeting
After fifteen minutes everyone leaves with their tasks listed.
Two customer visits
Both are notes with quotes to send before you are home.
A customer calls
You ask “What did I promise Lotte?” and answer while she is still on the line.
The week ahead
One screen shows the jobs, the open quotes and who to call.
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.