Track the conversation.
The supplied configuration moves from New to Contacted, Qualified and Proposal. An owner, contact fields and a follow-up date help a person keep the relationship moving.
OPEN SOURCE / HOW IT WORKS
One record. Room for the relationship to grow.
A prospect in Prospectus is a Kanbus issue configured for sales work. That gives your team a common record to read and update from the board, list or generic API.
01 / BEFORE THE SALE
02 / AFTER THE SALE
Keep the context.
The Customer success stage uses the same issue ID. Notes and history stay with the relationship. The customer view filters those records; the due-follow-up view finds work assigned to the current member.
03 / WORKING WITH AGENTS
Share the model.
Agents can use Kanbus’s generic issue tools or writable API. An agent integration still needs to be connected and authorized for your workspace. Prospectus does not ship a built-in autonomous sales agent.