From first hello to what comes next.
A sale is a beginning. Prospectus keeps the relationship moving when a prospect becomes a customer or client. See how the shared record works →
Find your next conversation.
See new leads, active conversations and proposals on a shared board. Switch to a list when you want to scan the details. Search for the person or opportunity you need.
Give every relationship an owner.
Keep contact details, an assigned owner and the next follow-up date on the record. Your due follow-ups bring the conversations that need attention into one view.
Keep going after the sale.
Move the same record into customer success. Notes and history stay with it, so the next person can pick up the conversation without starting over.