Keep an eye on all your projects in one place and get a full picture of their progress thanks to milestones. See related contacts, linked tasks and notes.
GET A FULL PICTURE OF A PROJECT
See all the relevant information and the current status, what's been done and what needs to be done.
PLAN ACTIONS AND SAVE TIME
Select a project or a milestone and add tasks in seconds with the ‘Quick Entry’ interface, edit and delete them directly in the project.
TRACK YOUR PROGRESS
Use milestones to divide your projects in important achievements. Link a contact, a company, a task, an event, a note or a document to a particular milestone.You can move items between milestones in the same project.
KEEP DOCUMENTS IN YOUR PROJECTS
Drag and drop your files from anywhere on a project. The files are imported and their content is extracted for future search. Preview them with Quicklook.
See all contact details as well as the projects in which they’re involved, appointments scheduled, tasks to do for them and the other bits of information in linked notes.
Every task you create, meeting you attend can be linked to your contacts.
In one click find the addresses, emails, phones, websites for a contact.
Use the custom fields to store additional type of data.
SYNC WITH APPLE NATIVE APPS
Contacts are automatically synchronized as soon as they are created, modified or deleted.
Increase sales productivity by monitoring the sales pipeline at all stages and streamline follow ups and reminders.
Select an opportunity or a stage and add tasks in seconds with the ‘Quick Entry’ interface, edit and delete them directly in the opportunity.
TRACK WITH STAGES
Use stages to monitor your sales. Link a contact, a company, a task, an event, a note or a document to a particular stage. Streamline follow ups and tasks.
Drag and drop your files from anywhere on an opportunity. The files are imported and their content is extracted for future search.
Thanks to the products management features, add products or services from your catalog or custom products. Create estimates with one click. Customize your estimates with the template editor.
Add tasks in seconds, sort your tasks and stay focused, track their progress and automatically archive old tasks.
ADD TASKS IN SECONDS
Add tasks in seconds with the “Quick Entry” interface. The task is created with a default task priority you can modify in the Preferences and synchronized with Apple native apps.
Split complex tasks in subtasks. Move subtasks between tasks.
Automatically archive completed tasks after a number of days that you will have specified in the preferences.
Plan appointments, meetings or calls and prepare them by linking contacts, projects, tasks and notes, and see your schedule and what’s to do for the current day.
Stay on top of it all with the week, month and year views.
The year view includes a heat map to show when you have lots of things planned.
Prepare events, meetings and calls by linking contacts, projects, notes and documents.
Create notes and link them to other items or keep them separately. Use notes as a daily notebook or as en entry-based information manager.
KEEP BITS OF INFORMATION
Create notes and link them to other items or keep them separately.
SPELLING AND GRAMMAR CHECKING
Use Spelling and grammar checking for perfect notes.
Customize your notes with font sizes, colors, bold, italic, underline and alignment.
Add files and folders by a simple drag and drop. Preview anything including text documents, images, PDF files, movies, bookmarks and web pages.
Add files and folders by a simple drag and drop: text, documents, images, PDF files, movies.
IMPORT FROM YOUR BROWSER
Create bookmarks and web archives directly from your browser with the bookmarkets.
FULL TEXT SEARCH
Blueprint and Blueprint Pro index the content of PDF, Text, HTML files, allowing you to search inside your documents.
Preview anything including text documents, images, PDF files, movies, bookmarks and web pages.