PMSPROSPECTING MANAGEMENT SYSTEMProspecting
Made Simple.
Organize your contacts, manage outreach, schedule appointments, and keep your prospecting activity on track—all from one streamlined workspace.
Your contacts. Your private spreadsheet.
Access approved by your administrator.
Reach back out with purpose.
Review a due contact and record the result.
Plan the next conversation.
One journey. A connected record.
PMS brings daily outreach and appointment tracking together, so you can spend more time on relationships.
Add prospects
Enter a name and number. Add other details as you learn them.
Manage daily outreach
See due calls and work that needs attention.
Record results
Choose the call result and add context when it matters.
Schedule the next action
Use the established timeline or choose an agreed callback.
Track appointments
Prepare for meetings, then record their actual status and outcome.
Keep records together
App changes and your private tracking spreadsheet synchronize in both directions.
Less searching. A clearer next step.
Contacts & priorities
Keep relationship details and the eight-field 8 Speed Scorecard together.
Call history
Count each call attempt once and update its result on the same record.
Appointments
Manage Recruiting Interviews, Field Trainings, Fast Starts and BOM activity.
Daily guidance
Find calls due and unfinished records in Today’s Activity.
Spreadsheet sync
Use your own Google spreadsheet, with confirmed-save and conflict-review controls.
Progress & privacy
Review daily and weekly work. Administrators see account details and performance aggregates, not your private prospect records.
Understand what you authorize.
PMS uses your Google account email for identity and approval, Drive to create your private spreadsheet copy, and Sheets to synchronize tracking records. Optional Calendar sync manages PMS reminders; background triggers keep approved accounts up to date.
The current app requests broad Drive, Sheets and Calendar permissions. Its code targets PMS files and its dedicated calendar. Read the Privacy Policy before authorizing.
PMS does not read Gmail or import your Google Contacts address book.
Private records. Clear boundaries.
You own your personal spreadsheet copy. The approval service stores your account name, email, access state and aggregate performance.
Phone calls are handed to your device’s dialer. PMS does not record call audio or send invitations to prospects.
Request access.
Get approved.
Start prospecting.
Open PMS and sign in to Google. New users enter their name and submit an access request. Your account stays Pending until the administrator approves it.
Google authorization alone does not grant PMS access. Protected functions and personal prospect data remain unavailable while approval is pending, rejected or revoked.
Before you continue
Review the Privacy Policy and Terms of Use. The policy documents on this review site are drafts and are not yet the published registration terms.
Open existing PMS registrationExisting users can sign in with their approved Google account. Need help? Contact Marquis Anderson.