Your software. Your clients. Your data.   One purchase.
Prospective
Practical guides

Prepare a client meeting with the right information

Review context, identify discussion points and keep the meeting’s next steps in your client follow-up.

Prospective — Tasks and calendar
Illustrative view · Example data Enlarge ↗

Return to the latest relevant conversation

Before a meeting, find the record and read recent notes. Look for expressed expectations, decisions and unresolved points. This preparation avoids asking the same questions again. Focus the meeting on what has changed and the next decision.

Prepare the next step before closing the record

After the meeting, add a short summary and separate decisions from actions to take. Put an agreed next meeting in the calendar. If information is still expected, a task keeps the subject visible. Preparation for the next conversation starts here.

A practical situation

In your working day

The meeting concerns a need already discussed. Review noted constraints, prepare useful questions and record the decision at the end.

Three steps to get started

  1. 01

    Review recent notes

  2. 02

    Prepare unresolved points

  3. 03

    Record the decision and next action

A purchase that lasts

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.

Solo · 90 € incl. tax1 Windows PCNetwork · 270 € incl. taxUp to 5 PCs
Compare the two licences
Explore further

The next step for your needs.

Your software. Your clients. Your data.

Buy it once.
Make it yours.

One purchase to use the purchased version without a time limit.