Prospective
Find information without remembering the medium
You remember noting a detail but not where you put it. One notebook is at the office, a sheet is in a folder and another note is on the computer. Linking information to a client record lets you start with what you know: the person’s or company’s name. The context is found in the same place.
Keep useful facts without copying everything
Moving to software does not mean typing every page of your old notebooks. Start with active relationships and outstanding actions. Summarise the need, the decision and the next step. Keep original documents separately when needed. This selection makes the new database easier to read from the start.
In your working day
A paper note reminds you of a recent conversation. Add it to the contact’s record with the date and turn the expected next step into a task. Next time, search for the client rather than the paper.
Three steps to get started
- 01
Start with current relationships
- 02
Summarise each useful note in the right record
- 03
Separate a recorded fact from an action to take
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.