When a spreadsheet
is no longer enough.

The signal: more searching than working

Your contact file has grown. Columns multiply, notes overflow and appointments live elsewhere. The spreadsheet itself is not the problem: it remains useful for calculation and analysis. Scattered daily follow-up is what starts to cost time.

Prospective brings the record, context and actions together in a tool dedicated to customer relationships. The value is finding a person and the next step of their story within a consistent structure.

Prepare the file before any transfer

• One row per contact and explicit column headings.
• Consistent company names.
• Telephone numbers stored as text to preserve leading zeros.
• An untouched source-file copy before any transformation.

Check which formats your version actually supports before preparing an import. Test a small sample and check accents, categories and contact details. Reliable CSV and Excel improvements are part of the modernisation programme.

Start small to build a good structure

You do not need every category from the start. Choose those that help you decide: active customer, lead to contact again, partner. Then add the information that saves your business time.

The demo is there to check how it feels to use. Explore with fictional data, then define your entry and follow-up methods before transferring a real database.

Keep the budget clear

Moving to a dedicated tool does not require a subscription. Prospective offers Solo for €99 including tax or Network for €199 including tax on up to five PCs. The purchased version remains usable indefinitely under its licence terms.