Your whole business. One app.
Manage leads. Lead your team. Assign tasks. Track reports. Send invoices and proposals. All under your own name.


Six essentials. Beautifully simple.
Everything a business needs every day. Nothing it doesn't.
Manage leads
Every enquiry lands in a pipeline: new, contacted, meeting, proposal, won. Follow-up dates keep leads warm.
Handle your team
Add people, set roles and targets, and see each person's month and live condition on one screen.
Give tasks
Assign work with a due date, priority and checklist. Your team updates it from the phone.
Get reports
Everyone files a one-minute daily report. You see output, pace and who missed it, automatically.
Make invoices
Create a professional invoice PDF with your logo and colours, with or without tax, and track what is paid.
Send proposals
Build a branded proposal for a client from the lead itself and share it as a PDF.
Every lead. Always moving.
A simple pipeline from first enquiry to closed deal. Follow-up dates keep every lead warm, and an enquiry form on your website sends new leads straight in.
- Move leads across pipeline stages
- Follow-ups so no lead goes cold
- Know which source brings the best leads
- Create a proposal straight from a lead

Know who's on track. Every day.
Every role has its own target. Every report moves the month forward. And the board turns it all into a live condition for each person, so you never have to ask.
- Role-wise targets and daily output
- Six live conditions, from Normal to Power
- Late and missing reports flagged automatically
- Members see how much is left to reach their target


Your whole team. One screen.
Revenue, targets, reports and every member's progress, month by month. See where the team stands at a glance.
- Team revenue and change versus last month
- Condition split across the team
- Per-member output, revenue and report status

Work that gets done.
Tasks with due dates, priorities and checklists, so nothing slips. Your team punches in from the phone with a selfie, with shifts, grace time and breaks built in.
- Tasks with priority, due date, status and checklist
- Selfie punch with shift start, end and grace time
- Monthly attendance calendar: present, late, absent, weekly off


Paperwork that makes an impression.
Create an invoice or proposal in a minute. Download it as a polished PDF in your logo and colours. Salary slips follow the same style.
- Invoices with items, tax, received amount and balance due
- Proposals built from a lead, with a clean cover page
- Your logo, colours and footer on every document


Your numbers. In your own book.
Clients, invoices, money received, expenses and monthly bills, all together. Salary worked out from targets and attendance. A bookkeeping record for your own accounts.
- Money received, expenses and what is left after all
- Payments to collect, with overdue invoices flagged
- Fixed monthly bills in one view
- Salary and revenue per member

Please note: payments inside the board are only for buying PalmGro's own features and updates. The app does not collect payments on behalf of anyone else, and it has no marketplace or buy-and-sell features.
Your app. Your name.
We name the app after your company, add your logo and colours, and put it on your own domain. Prefer a different name? Just say so.
- Name, logo and accent colour changeable from the app's settings
- Updates never overwrite your branding
- Runs on your own hosting. Your data stays with you

Everything in the board comes with your setup
No menus of options. No locked tabs. Every feature in the app is included for you and your team. Tap any card for a full look, with real screens.
It only gets better
The board is always improving. New features and refinements arrive in your app over time. Many are free. If a bigger feature is optional, you'll see the price up front. Never a surprise.
New features arrive
Find them in Settings, then App updates. Read what is new and switch it on when it suits you.
Signed and checked
Every update is signed by us and verified before it is installed. A file that does not match is rejected.
Undo built in
If an update causes a problem, the app puts the previous version back automatically. Your branding stays untouched.
Your data is yours alone.
The board runs on your own hosting. At handover, you change the database passwords. We have no access to your database or hosting, and your team's data is never sent to us.
You change the database passwords at handover
No client data is sent to us
Quick answers
What is the board?
The board is a business management app for agencies and growing businesses. Leads, team, tasks, daily reports, invoices, proposals, attendance, salary and money, all in one place. It opens in a browser and installs on a phone like any app.
Who is it for?
Digital marketing agencies, real estate agencies, e-commerce businesses and travel agencies, as well as studios, consultants and any small business with a team and a client list. Real estate, e-commerce and travel businesses can also get a website built for them and managed from the Board. See who the board is for.
Will you build my website?
Yes, for real estate, e-commerce and travel businesses. We build the website and connect it to your Board, so you manage things like property listings, products and offer banners from the Board itself. The website is quoted together with your setup.
Who can see my data?
You. After handover, your database lives on your hosting and you change its passwords. We have no access to your database or hosting, and your team's data is never sent to us. Read more on the Security page.
What do I get with the board?
Everything the board does today is included with your setup: leads and CRM, team and tasks, daily reports, attendance, invoices, proposals, finance records and salary. Real estate, e-commerce and travel businesses also get a website built for them and managed from the Board. See the solutions page and the pricing page.
Will I keep getting new features?
Yes. The board keeps improving, and new features reach your app through Settings, then App updates. Many are free. A few bigger ones may be optional, and the price is always shown before you decide.
See the board in action.
Request a demo. We'll show you every feature, then set up a copy with your name on it.