Prospective
A shared memory for the business
In a very small business, information often passes through several people. The owner knows the history, reception receives an enquiry and a colleague calls the client back. Bringing useful details into Prospective reduces searching and repeated questions. A well-kept record quickly shows what was requested and what should happen next.
Simple habits everyone can follow
Agree on categories and how to record conversations. A few conventions are enough: a date, a fact, a decision and a next action. Choose Solo for one workstation or Network when several PCs need a shared database on your premises. The file stays within your business environment.
In your working day
A client calls while their usual contact is away. The person answering finds the record and latest conversation, notes today’s request and prepares a callback action. The information remains available for the next step.
Three steps to get started
- 01
Choose categories everyone understands
- 02
Record useful conversations in the client file
- 03
Review open actions regularly
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.