Paloma: AI-native CRM for billing, renewals, and expansions
Auto-pilot everything after the handshake
TL;DR
Paloma unifies contracts, service consumption, and customer relationship context so that revenue, success and sales teams can operate from the same ground truth. With everything centralized, you can stay ahead of upsell and churn signals while billing runs smoothly in the background.
The Problem
Fragmented customer context and manual billing kill revenue potential:
- Account managers and customer success don’t have full visibility on which clients to pay attention to for maximizing upsells and minimizing churn
- Complex pricing or custom deals often require manual work to bill accurately, making them hard to support and creating a real barrier to selling
The Result
- Revenue opportunities slip through the cracks because signals for upsell or renewals aren’t surfaced on time
- Teams don’t have a clear view of what they can upsell or at what price, leading to missed opportunities
- Sales is constrained to “billable” terms, creating friction and slowing execution
The result is a reactive, fragmented go-to-market motion where growth is capped by operational bottlenecks instead of driven by customer opportunity.
How Paloma Solves It
Paloma is the AI copilot and system of record for everything that happens after the handshake:
- Unified ground truth: Parses contracts, communications, notes and service consumption into one shared customer context for revops, finance and customer success.
- Surfaces revenue opportunities: Flags upsells, renewals, churn risks, and usage changes and prioritizes them by impact.
- Automates billing workflows: Turns complex terms into billing-ready instructions that run behind the scenes.
- Works with your stack: Seamlessly integrates with your CRM, billing software, and data sources to sync context and actions.
- Human-in-the-loop by design: You stay in control. Paloma learns from your feedback and gradually automates more over time.
Demo: From Contract to Invoice in Seconds
1. Upload Contract & Add Notes
Easily import customer contracts and attach important context in seconds.
2. Parse & Review Contract Data
Paloma extracts terms, pricing, and key conditions from the contract.
3. Upload Usage Data
Feed in real consumption data to trigger accurate billing calculations.
4. Generate & Review Invoice
Watch the system apply contract rules and usage to produce the final invoice, automatically.
The Team
We met at Deel, where we were early employees. Naz (CEO) and Alex (CRO) spent 3 years building and scaling Deel’s largest revenue-generating product from zero to $500m ARR. Kai (CTO) led the development of Deel’s billing and payments infrastructure from the ground up. We’ve lived the pain of messy post-sales firsthand and we’re building Paloma to solve it.
Our ask
If your team spends too much time on messy workflows, manual billing processes or you feel like you’re leaving money on the table, let’s talk.
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Book a call: https://cal.com/team/paloma/intro-call-with-paloma-
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Or email/call us at : founders@getpaloma.ai / +1 (917) 971-7795
Thank you!