Contacts

The Contact feature helps you manage those all-important relationships with clients. This feature holds all the information you’re likely to need about anyone you do business with. Track contact with prospects and clients by logging notes and messages that have been sent. Find a favoured printer or freelancer from your homegrown preferred supplier list. Ask a colleague to phone a prospect, and ensure you’re notified when they have. The Contact section facilitates the transformation of a prospect into a paying client. Periscope enhances client relationships, improving client satisfaction and bringing back the joy!


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  1. Create new contact - add contact information for a new contact
  2. Comments - include general client information, such as the sports or TV shows they like. Great for maintaining a relationship with clients into the future!
  3. Add note to contact - add write-ups of conversations or contact with a client
  4. Add a tag - add tags, such as prospect or supplier, to help manage marketing campaigns