Simple Prospect

Additional features

Group / Track Prospect

Users can categorize prospects into different groups and track their progress and follow-up history.

Data backup

User data is automatically backed up, protecting against accidental loss.

Track tasks

Users can manage their personal to-do lists and, in an MLM context, track their team members' onboarding checklists.

Import Contacts via Excel or Phonebook

Users can import contacts from their phone's address book, add them directly within the app, or import them from Excel or CSV files.

Track events

Users can synchronize their app calendar with their device's native calendar and create various types of events within the app.

Scan Business card

Users can scan business cards to directly import prospect information into the app and their phonebook, categorizing them into pipelines.

Notes management

Users can easily add notes to prospect profiles, and the app automatically logs some activities as notes.

Export to Excel

Users can export their contact lists to Excel for offline work or to share with team members via various platforms.

Set Activity Goals

Users in direct selling or network marketing can set and track their activity-related goals.

Mass Texting to Contacts

Users can send the same message to multiple contacts with personalized names.

Predefined template for text messaging

Users can create and save reusable text message templates for efficient communication.

Referral

Users can refer others to potentially receive free product usage for a certain period.

Network marketing - Getting started checklist for new members

MLM leaders can create and track onboarding checklists for new team members.

Direct Selling - Product Order reminders for Clients

The app can help users remember to follow up with clients for product reorders.

Dashboard

Users have a central view to track their goals, events, tasks, and past activities.