Modern, AI-native, autonomous CRM
Forget messy spreadsheets and sticky notes. Keep every lead, job, and customer detail in one clean system that updates itself as work happens.
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The system of record as AI runs your business
Leads
Every call and chat creates a structured lead record. You can see who reached out, what they needed, and what happened next.
Customers
Over time, Pallet builds a history of work done for each customer. Repeat jobs start with context instead of starting from scratch.
Jobs
Each booked job is captured with the details gathered by AI. Scheduling, updates, and outcomes stay tied to the job.
Jobs
Each booked job is captured with the details gathered by AI. Scheduling, updates, and outcomes stay tied to the job.
Customers
Over time, Pallet builds a history of work done for each customer. Repeat jobs start with context instead of starting from scratch.
Leads
Every call and chat creates a structured lead record. You can see who reached out, what they needed, and what happened next.
Leads
Every call and chat creates a structured lead record. You can see who reached out, what they needed, and what happened next.
Customers
Over time, Pallet builds a history of work done for each customer. Repeat jobs start with context instead of starting from scratch.
Jobs
Each booked job is captured with the details gathered by AI. Scheduling, updates, and outcomes stay tied to the job.
Automatically captured details
Customer details and job context are captured directly from calls and chats as they happen. Information comes from real conversations, not manual notes or after-the-fact updates.
Automatically captured details
Customer details and job context are captured directly from calls and chats as they happen. Information comes from real conversations, not manual notes or after-the-fact updates.
Automatically captured details
Customer details and job context are captured directly from calls and chats as they happen. Information comes from real conversations, not manual notes or after-the-fact updates.
No manual data entry
There is nothing to fill, sync, or clean up after the fact. Records are created and updated as a byproduct of running the business, not a separate task for your team.
No manual data entry
There is nothing to fill, sync, or clean up after the fact. Records are created and updated as a byproduct of running the business, not a separate task for your team.
No manual data entry
There is nothing to fill, sync, or clean up after the fact. Records are created and updated as a byproduct of running the business, not a separate task for your team.
Always clean records
Because data is captured directly from real interactions, records stay accurate and current. No stale notes, no half-filled fields, and no forgotten updates.
Always clean records
Because data is captured directly from real interactions, records stay accurate and current. No stale notes, no half-filled fields, and no forgotten updates.
Always clean records
Because data is captured directly from real interactions, records stay accurate and current. No stale notes, no half-filled fields, and no forgotten updates.
Built for automation
Clean, structured data is what allows AI to schedule jobs, dispatch technicians, and collect payments reliably. This CRM layer is what makes autonomy possible.
Built for automation
Clean, structured data is what allows AI to schedule jobs, dispatch technicians, and collect payments reliably. This CRM layer is what makes autonomy possible.
Built for automation
Clean, structured data is what allows AI to schedule jobs, dispatch technicians, and collect payments reliably. This CRM layer is what makes autonomy possible.
How's Pallet different?
The next ServiceTitan will not look like ServiceTitan.
That's why Pallet has been built from the ground up for the AI era.
Discover how Prismo outperforms other platforms with superior features, better performance, and unmatched ease of use.
ServiceTitan
Complex setup, steep learning curve
Complex setup, steep learning curve
Complex setup, steep learning curve
Needs consultants or in-house specialist
Needs consultants or in-house specialist
Needs consultants or in-house specialist
AI features bolted on as extras
AI features bolted on as extras
AI features bolted on as extras
Vendor lock-in with contracts
Vendor lock-in with contracts
Vendor lock-in with contracts
Higher payment processing fee
Higher payment processing fee
Higher payment processing fee
Extensive setup, low adoption
Extensive setup, low adoption
Extensive setup, low adoption
Expensive, overkill, slow and clunky
Expensive, overkill, slow and clunky
Expensive, overkill, slow and clunky
Do it yourself legacy platform
Do it yourself legacy platform
Do it yourself legacy platform
V/S
Simple setup, nothing to learn much
Simple setup, nothing to learn much
Simple setup, nothing to learn much
Everything handled for you
Everything handled for you
Everything handled for you
Built as AI-native from day 1
Built as AI-native from day 1
Built as AI-native from day 1
Supports your growth, even free migration
Supports your growth, even free migration
Supports your growth, even free migration
Payment processing at cost-to-cost
Payment processing at cost-to-cost
Payment processing at cost-to-cost
Easy to setup, no difficulty adopting
Easy to setup, no difficulty adopting
Easy to setup, no difficulty adopting
Modern, AI-native, and blazingly-fast
Modern, AI-native, and blazingly-fast
Modern, AI-native, and blazingly-fast
Everything done for you by AI agents
Everything done for you by AI agents
Everything done for you by AI agents