Prospective
Find the relationship beyond the latest service
A continuing relationship is built on useful details retained over time. History helps find important topics and earlier decisions. Before reconnecting with a client, review these points to prepare a conversation suited to their situation. The database becomes a relationship memory, not just a directory.
Choose relevant occasions to reconnect
Not every client needs contact at the same interval. Follow what was agreed and the needs expressed. A task may remind you to revisit a point after a service. The software organises reference points; the conversation’s quality then depends on your understanding of the client.
In your working day
After working together, you agreed to revisit a specific topic. The record recalls the agreement and points to review before proposing another conversation.
Three steps to get started
- 01
Keep important relationship topics
- 02
Follow through on agreed next steps
- 03
Prepare each conversation from context
Your software, bought once.
A perpetual licence gives the right to keep using the purchased version without a time limit. Pay for the software once and keep your working habits. Your database stays on your PC or local network.