A clearer view of your day.

Appointments connected to your work

An appointment makes sense within a relationship. Prospective’s calendar complements contact records, keeping planned interactions alongside relevant information.

Before an appointment, review the record’s notes. Afterwards, keep track of decisions and plan the next step. Create straightforward continuity between preparation, meeting and follow-up.

Tasks for work that needs to move forward

A task is useful for a call to prepare, information to verify or a response to provide. Choose a concrete title and connect it to the relevant relationship when appropriate.

• Start the day with upcoming deadlines.
• Avoid creating multiple reminders with no real priority.
• End the day by updating your follow-ups.

A memory that supports your day

Notes, reminders and history support your organisation. These remain available on the computer where the software is installed, without a permanent internet connection.