Your client follow-up, made simple.   Your data stays with you.
Prospective
Contact management

Your contacts, properly organised.

A useful record for each person. Clear groups. A customer database that reflects your business, directly on your computer.

ProspectiveLocal database
CD
Contact record

Camille Dubois

Atelier Dubois · Customer

Active
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
Illustrative software view · Fictional data

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

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.

A good start: create three fictional records, customise a category and find a contact by name. Check that the organisation suits you before using real data.
Make yourself at home

Your clients, simply.
Your data, on your PC.

Try it free, without registration or a bank card.