Contacts, companies, taxonomies, tasks, calendar

Contacts, companies, courses, sessions, lecturers and tasks in one place — the foundation everything else is built on.

What it is

A record of contacts and companies with your own categories (taxonomies), company lookup in the business register by company ID (ARES, RPO, VIES), a course catalogue with sessions, lecturers and venues, tasks with suggested next steps, and a calendar you can subscribe to from Outlook or Google Calendar. The system warns you when a lecturer has another commitment or time off on a session date, and it only ever suggests contact matches and completions — it never overwrites anything without you.

What it does for you

  • A client's entire history — e-mails, registrations, invoices — on one contact, not spread over three spreadsheets.
  • You spot lecturer clashes when planning a session, not the day before the course.
  • Company details are filled in from the register, so nobody retypes them by hand.

Other features