: The Professional version supports multiple users and can be shared among staff members to coordinate schedules and client notes.
: The software is typically sold under a perpetual license, meaning you buy it once and own it forever.
: It is built to help users migrate from outdated platforms like Palm Desktop, GoldMine, and Microsoft Business Contact Manager. Pricing and Licensing : The Professional version supports multiple users and
: The professional tier is listed at $199.95 for up to five users.
: A 14-day free trial is available for users to test the sync features before purchasing. Important Safety Note Pricing and Licensing : The professional tier is
is an on-premise Customer Relationship Management (CRM) tool designed to manage contacts, calendars, tasks, and notes directly on a Windows PC. It is often used as a secure, local alternative to cloud-based CRM systems like Salesforce or Microsoft 365. Key Features
: Includes an Outlook add-in that allows the CRM to run directly within the Outlook email pane. It is often used as a secure, local
: Unlike subscription-based cloud CRMs, it stores its main database on your local device (using a SQLite file), providing higher security and faster performance.