Features


Your Private PortalCustom URL Owner Control Optional User Access Access Audit Change Audit IP Tracking Permissions Set Per User Customize Options Customize Colors

ContactsMultiple Name Fields Pseudonyms Unlimited Alias Names Per Contact Unlimited Board Handles Per Contact Unlimited Phone Numbers Per Contact Unlimited Email Addresses Per Contact Unlimited Street Addresses Per Contact Unlimited Web Sites Per Contact Unlimited Notes Per Contact Comments Mailing Lists Ranking History Merge Contacts Connect Contacts Audit History Customized Screens

ScheduleCalendar Unlimited Participants Links To Each Participant Time Zones Fees Generated Per Meeting Fee Distribution Capture & Report Audit History In-Call/Out-Call Addresses Customized Screens Reports Time Tracking

Email We do not scan your email and sell your info to advertisers like “free” email providers Option to send as link (to prevent scans while in transit) Uses our IP so your location remains anonymous Quick Text (insert predefined text) Auto adds email history to contact profile Auto Signature Auto Reply

AccountingCapture Income & Expenses Profit/Loss Reporting Track Account Balances Attach Receipt Image to Expense Unlimited Notes per Transaction Search Transactions

File StorageStore Important Files in a Safe Place Reference them throughout system Comments Search

Password TrackingStore Passwords in a Safe Place Password Hints Reminder Phrases Search

BookmarksPrivate Bookmarks Track URLs Descriptions Search

ProjectsOrganize Tasks Break Large Project Into Manageable Pieces Prioritize Outline Tools View Hierarchy Assignment to Users Drag and Drop Collaborate

SecurityEncryption Self Destruct Screen Scrape Prevention Robot Detection Hack Prevention Third Party Security Audits Protected from Social Media

Linked PortalsKeep Multiple Personas Separate Separate Personal Versus Work View Together or Apart Search Across Multiple Portals Quick Jump Between Portals

HelpHover Over Any Field For Help Video Tutorials Terminology Definitions Prompt Email Support On-Line Training

Cloud Computing (SaaS)Access 24/7 from anywhere Subscription Based Hosted Automated Backups Expert Security Automated Updates Reliable Scaleable