Planning Features

Prospect features

• Tracks contacts, relationships, and activities.
• Contacts, relationships, and activities are all fieldable entities, meaning you can add as many custom fields as you want.
• The user synchronization module allows administrators to tie contacts to user accounts.
• The match module allows administrators to define rules for how duplicates are located in the system and provide a flexible framework for building customized identification schemes.
• The report module provides a centralized location for storing reports related to contacts.
• A variety of bulk operations for merging contacts, putting people into households, sending messages via email, and the like.