All your contacts in one place, with the essentials of a CRM -- included free.
Notes, activities, custom fields, and linked documents: everything you need to understand and manage your client relationships, at no extra cost.
The Parle CRM is included free of charge in all applications. It gives you the solid foundation of effective contact management: build your own client database with custom fields, record your notes and interactions, track your follow-up activities, and see at a glance all the proposals, invoices, and documents associated with a contact. No additional fees, no complex configuration -- just the essentials, done well.
Custom fields: your database, your rules
Every business has its own client data. Add as many custom fields as you like to capture exactly the information that matters to you: industry, company size, acquisition source, preferences, or any other attribute specific to your context. You build your contact database your way, without being constrained by a rigid model.
Notes: useful context for every relationship
A good CRM starts with the ability to note what matters. After a call, a meeting, or an important exchange, add a note directly to the contact record. These notes build a valuable history over time: you always arrive prepared, remember what was discussed, and manage each client relationship with greater depth and consistency.
Follow-ups and activities: never let anything slip through
See at a glance all the activity associated with a contact: emails sent, proposals, payments, interactions. And when the time comes to follow up, create a task or reminder to make sure you reach the right person at the right time. Your activities are visible directly on the contact record, without having to look elsewhere.
All linked documents, accessible in one click
A contact's record automatically groups everything associated with them in Parle: proposals sent, invoices issued, and any other relevant document. No need to navigate between modules to piece together a client's history. Everything is there, linked, in the right place, whenever you need it.
Tags: a connecting thread throughout the platform
Tags play a central role in Parle, well beyond simple classification. Assign tags to your contacts to segment your audience, trigger automations, or target your email sends with precision. A tag applied to a contact can start a sequence, exclude a group from a send, or filter a list in seconds. It is the mechanism that links your CRM to everything else on the platform -- marketing, automation, and communication -- without complex configuration.
Workflow automation: the engine behind Parle
At the heart of the platform sits the CRM, included free of charge. All your contacts are centralized in one place: visitors, clients, subscribers, learners. Build custom queries to segment your list by any criteria, and add custom fields to store the information that actually matters to your business. Tags play a central role across all of Parle: they trigger email sequences, control access to content, and power all your automations. Adding a tag to a contact sets a gear in motion and lets Parle do the work for you.
Try it now →Other tools to develop your offering
Combine the CRM with invoicing and proposals for a complete client journey, from the first interaction to payment.