Customisable records
Identity, contact details, business and relevant notes: bring the right details into a record tailored to your needs.
ExploreThe softwareClient follow-up.
Client follow-up.
Simple, complete, local.
Customer records, interaction history, tasks and appointments: Prospective brings the essentials together on your PC. You own your data and it stays in your business.
Groups & categories
Organise contacts by activity, status or relationship. Find a relevant group instead of searching your whole database.
ExploreQuick search
Start with a name or known detail to find the right person and the context of your relationship.
ExploreCalendar & appointments
Plan your day and keep appointments alongside your customer records.
ExploreTasks & follow-ups
Record an action, set a due date and keep the relevant contact in view. Know what still needs doing.
ExploreHistory & notes
Keep the details that give your conversations context. Make every next interaction feel more natural.
ExploreEmail, SMS & mail merge
Stay in touch and prepare sales campaigns with the software’s communication features. An internet connection and any sending charges apply.
Calling & prospecting
Organise calls and find the information you need before each conversation. Keep the context to plan what comes next.
Exports & independence
Retrieve your information and choose your backup media. Test the available export formats and fields in your version.
Your waySoftware that fits
Software that fits
your business.
A freelancer, a tradesperson and an association need different information. Your categories and records reflect your day-to-day work.
- A database organised around your needs
- Contacts, tasks, follow-ups and reminders together
- Use on your own or on a local network
ProspectiveLocal databaseCD
Contact record
ActiveCamille Dubois
Atelier Dubois · Customer
InformationHistoryFollow-up
BusinessAtelier Dubois
CategoryRegular customer
CityNantes
RelationshipCurrent project
For our next conversation
Prefers morning appointments. Discuss the workshop’s requirements.
Next appointmentThursday 17 September · 09:30
Three choices that make a difference
Simple. Local. Lasting.
Real Windows software
Installed on your computer. Your everyday work stays available without a permanent connection.
ExploreA database under your control
You choose where data is stored, who can access it and how it is backed up.
ExploreA clear annual licence
Choose an annual licence: Solo at €90 including tax/year for one user, or Network at €270 including tax/year for 2 to 5 users. The full software runs on Windows and your database can stay on your premises.
ExploreFrom contact to next appointmentStart each day
Start each day
with a clear picture.
A customer to meet, a task to prepare, information to find: the calendar and follow-ups naturally extend your customer records.
- Appointments alongside customer records
- Tasks to keep track of next steps
- Useful history before each conversation
ProspectiveLocal databaseCalendar & follow-ups
A well-organised day
Wed.16
Thu.17
Fri.18
Workshop reviewCamille Dubois
Project follow-upSophie Laurent
First conversationThomas Martin
To prepare: notes for the next appointment
Make yourself at homeYour clients, simply.
Your clients, simply.
Your data, on your PC.
Try it free, without registration or a bank card.