If you need to market to or track prospective customers, the Prospect Manager makes a perfect add-in to your Caterease program. This powerful tool allows you to maintain a database of clients separate from your active customer list, tracking next action dates and keeping a history of all correspondence. Once a prospect or group of prospects becomes active, a simple mouse click is all it takes to move them into your everyday list of customers.

Sophisticated Client Importing
A cutting-edge data import tool lets you transfer information from any .txt of .csv file directly into the Caterease Prospect Manager. This tool is classic Caterease – a remarkable blend of sophistication and user-friendliness. A myriad of import options give you an incredible amount of control over the data you’re importing – even allowing you to include a next action and action date for all new records automatically!

Batch Emailing and Printing
Keeping in touch with prospective customers has never been easier than with the Caterease Prospect Manager. In an instant, you can select an entire group of prospects and send them each a custom merge letter – either printed or imbedded as the body of an email! Hours of marketing work is cut down to just seconds, and a hectic, busy workday is completely simplified!

Contact Manager Integration
The Prospect Manager works in careful cooperation with the popular Caterease Contact Manager add-in. All reminders and history notes collected in Prospect Manager are automatically passed into Contact Manager once a client becomes active. With Caterease, you will have easy access to the complete history of any customer – from the moment you began to pursue them to the present!