Prospective
Keep reference points for recurring visits
Regular clients have habits and practical constraints. Keep useful details in their records to prepare future conversations. This may include the person to call, a preferred appointment time or a point raised during the last visit. These details make preparation easier without requiring a lengthy file.
Track requests between visits
A question may arrive outside a scheduled visit. Note it in the right place and link an action when it needs further attention. The history then explains what was agreed. Keep client relationship tasks beside contact details, while specialist tools organise the service work.
In your working day
After a visit, note a request for the next one. Several weeks later, the record reminds you of the context before arranging the appointment with the client.
Three steps to get started
- 01
Group contact details and practical constraints
- 02
Record requests as conversations happen
- 03
Prepare the next conversation from the history
Your software, bought once.
A tool you buy for your work, with a price known from the start. Using the purchased version does not create new payments over time. Your client database remains available in your compatible Windows environment.