Croesus provides a Broker's Diary and Task Manager.

Members of a team can share diaries, assign unique or recurrent tasks, and schedule appointments.

Appointments, tasks or notes relating to a particular client will automatically appear in the client profile, ensuring that in any discussion with the client, the full history of contacts is readily available.

The Broker's Diary can also be integrated with Outlook™, Lotus Notes™, and BlackBerry^®.

Prospect management can be easily handled using the same functionalities, maximizing the efficiency of selling efforts.