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    How Pallet uses YesBoss to power their GTM

    Simple by Design.

    An extended CRM that gives your Organization the freedom to methodize, track & grow relationships

    Get Started
    Desktop Tasks Board

    An Extended CRM curated to be yours.

    Seamless navigation and powerful tools that scale as your business grows.

    Dashboard

    Introducing Venus 1.0

    An AI Assistant that takes care of repetitive work like task management, reminders, email automation, and report generation.

    Always connected to your data. Continually sync your product, billing, and relationship data into your workspace.

    Venus AI

    Ready To conect and command .Continually sync your product, billing, and relationship data into your workspace.

    Workspace
    Custom
    1,424Records
    User
    Custom
    864Records
    Person
    Standard
    612Records
    Object
    Workspace
    Custom
    1,424Records
    Attribute Type *
    Select Attribute
    📝Text
    #Number
    ☑️Checkbox
    📅Date
    Rating
    🕐Timestamp

    And so much more...

    try and use our new fetures and let us know if you have any feedback or suggestions.

    Contact analysis

    Get deeper insights into your contacts at a single glance.

    Filters

    Streamline your workflow with customizable shortcuts.

    Tiered sorting

    Update your contacts with the latest information on.

    Quick actions

    Quick actions

    Streamline your workflow with shortcuts.

    Automatic enrichment

    Update your contacts with the latest information on autopilot.

    Loved by Founders.

    YesBoss, a CRM simple for everyone who puts collaboration first.

    Sebastiaan Debrouwere@iamsebdeb

    We use @yesboss on a daily basis for several internal processes, and I cannot rave enough about them. Incredible flexibility and features combined with super intuitive UI

    10:01 PM·Apr 7, 2022
    Khrisna@ntkris

    Holy shit @yesboss is beautiful 😍 I've run my CRM on Notion to date. Hubspot & Salesforce too clunky. Sleek and simple, just what I need

    10:22 PM·Mar 3, 2023
    Alon@alon

    As an early stage startup I'm really loving using @yesboss - great balance of flexibility and prescriptiveness

    6:57 PM·Dec 1, 2022
    Villa Gouse@villa_gouse

    Let's be honest, most CRMs suck. Overcomplicated, expensive, and you have to bend to their will...not the other way around. I am a huge fan of @yesboss - their product is rock-solid, customer support is AAA, and it is *very* flexible and simple.

    4:05 PM·Dec 1, 2022
    Alexandra Smith@smith_alexandra

    We use our CRM @yesboss for sales, fundraising, and recruiting. It's awesome

    1:32 PM·Jan 4, 2023
    Damian@damian09

    I've been using @yesboss to track applicants, manage my deal pipeline and manage the associated notes/tasks. The use-cases are unlimited; it truly feels like the Notion of CRM.

    2:21 PM·Jan 9, 2023
    Fabian@fabian

    For those who use Airtable as a CRM this is a better option. And it's not as expensive as Hubspot and others. In addition to being friendly, it has good workflows and integrations.

    3:23 PM·Feb 21, 2023