Dashboard
Snapshot view of your clients and projects; easily select the data fields you wish to see. Customize to fit your business needs.
Sorting
Using the power of Excel, sort on Dashboard columns to analyze and track your contacts and projects.
Settings
Define how you capture, organize and display your contact-project information. Provides a framework for portfolio management.
Maintain History
Each contact page displays the most recent meeting notes while maintaining a complete history of all previous notes and conversations.
Operating Systems
Designed to work with Microsoft Excel for both PC and MAC. Windows XP and 7: Office 2003, 2007 and 2010. Mac OS X: Office 2011.
Exporting / Importing
All contact information can be exported to a Comma Separated Value (CSV) file for use in other programs. Each individual contact-project page, including all recorded notes, may also be exported to a CSV file. CSV files in the same format are easily imported.
Latest from our blog
How to delete a contact from the Dashboard page
Select the ”Delete Contact” button at the top of the Dashboard page. Select the contact you wish to delete from the pull down menu. To make the contact you wish to delete easier ... Continue Reading →
Multiple Sorting Made Easy
This template allows for multiple sorts of your dashboard page (in actuality a fixed data array) which is really neat. Start by clicking the grey ... Continue Reading →
Portfolio Management
Utilizing the 8 customer defined Dashboard fields on the Settings page make it very easy to rank order which projects would be easiest to deliver ... Continue Reading →