PalaCRM · Customer Relationship Management

Track every lead, quote and customer conversation in one place — so nothing slips between sales, service and finance.

PalaCRM gives your sales and service teams a single view of every customer — pipeline, quotes, tickets and history — with the automation to keep it current without manual entry.

What it does

Everything PalaCRM handles for you.

01

Leads & pipeline

Capture leads from web, email and phone, then move them through a pipeline your team actually keeps up to date.

02

Quotations & orders

Build quotes from your price list, route them for approval, and convert to orders without re-keying.

03

Customer history

Every call, email, meeting and document filed against the right company and contact.

04

Service tickets

Log, assign and resolve customer issues with response timers and a full history.

05

Sales reporting

Forecast, win rates and rep performance from live data instead of a spreadsheet export.

06

ERP integration

Two-way sync with PalaERP or your finance system, so sales, fulfilment and invoicing agree.

How it fits

You probably need this if…

If one or two of these sound familiar, PalaCRM will pay for itself quickly.

  • Your pipeline lives in spreadsheets and only one person really knows it

  • Won quotes get re-typed into your accounting system by hand

  • Customer history is scattered across inboxes, chat apps and someone's memory

Let's talk

See PalaCRM running on your own process.

A 60-minute session with a senior engineer — we'll walk through how it would work for your business, and say honestly if it's the wrong fit.