Your contacts, properly organised.

A record that brings the context together

A name and number are not always enough. You also need to know who someone is, where they work and what relationship you have. Prospective brings contact details and useful information together in customisable records.

Instead of leaving one detail in a notebook, another in a spreadsheet and a third in your memory, build one point of reference. The record becomes the place to find context before a meeting or call.

Categories that speak your language

Active customers, leads to qualify, partners or suppliers: your database can reflect distinctions that matter to your work. Groups and categories make selections easier and prevent treating every contact the same way.

• Start with a few categories everyone understands.
• Separate relationship type from the next action to take.
• Use consistent rules for entering company names.

Find faster, respond better

Search and selections help you find a contact or a set of records. Review the details, history and associated tasks to prepare a precise response. Spend less time looking for the right file.

A clear database needs ongoing care. Correct a name when you notice an error, check contact details during a conversation and search for an existing record before creating a new one.

A database you keep with you

In Solo, your database stays on your PC. In Network, a shared database lives within your local business environment. You choose its access and backup locations. Your right to use the purchased version does not depend on a monthly payment.