COMMON GROUND

People

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0 people
All contacts
◎Add a business photoYou can keep up to six photos with the contact.

0 of 6 photos added

RESEARCHED HOLDING AREA

Scouted Businesses

Businesses identified from your photos stay here until you decide whether they belong in Prospects or Contacts.

0 waiting
Newest research first
Suggested starting pointNon-food employers and contractor businesses, usually under 25 workers. Find an owner, HR/benefits contact, or manager. Public research cannot prove a company has no benefits—ask.
0 active prospects
Scores are visible and editable

A quiet list of who needs your attention next.

NEW JOURNAL ENTRY

Save new entry always adds a separate timestamped note. Tap an older entry below only when you want to edit it.

Recent entries
0 entries
0 expenses
$0.00

Contact activity

Calls, texts, emails, and conversations saved with Log contact.

How you connect

Your mix of logged communication methods.

Follow-up health

A quick view of what needs attention.

Referral sources

See which introductions bring people into your address book.

Conversion by business

Customers divided by contacts assigned to each business.

Expenses by category

Recorded business expenses grouped by category.

Expenses by business

See where expenses are being recorded.

Client-related expenses

Expenses connected to people in your address book.

ENCRYPTED SHARED DATABASE

Sync across your devices

Records are encrypted on this device before synchronization. Cloudflare cannot read your contacts, expenses, receipts, or journal.

Checking cloud backup…Your downloadable backup remains available below.

BACKUP & MOVE

Your data, portable.

Save a separate backup to iCloud Drive for extra protection, then restore it on either device when needed.

AI BUSINESS RESEARCH

Research companies

Complete deep research and automatically save supported company, decision-maker, employee-benefit, and insurance information to each contact.

MESSAGES

Reusable templates

Create text or email wording once, then personalize and send it securely from any contact. You can still open your normal messaging app when you want to review or edit first.

PRIVACY

App lock

Add a 4–8 digit passcode for casual privacy. Your Apple device passcode remains the strongest protection.

REMINDERS

Follow-up nudges

In-app alerts work while Common Ground is open. For a dependable iPhone or laptop alert after it closes, use “Add reminder to calendar” on the contact.

BUSINESS SCOUT

Import selected contacts?

Contact details will be added to Common Ground. Business Scout photographs are not transferred.

SOURCED BUSINESS RESEARCH

Complete research

Choose up to ten companies. Deep research checks public company, decision-maker, employee-benefit, and insurance sources, then saves supported results automatically. Journal entries, expenses, contact notes, and private policy information are never submitted.

Publicly listed does not mean consent to contact. Personal emails and private mobile numbers are excluded by default.

Scouted business

Edit prospect

Categories

Choose every category that fits this prospect.

Transparent prospect score

Suggested from saved research, contactability, activity, and timing. Every part stays editable.

Total 0/100

SHARED CONTACTS

Add contacts to Prospecting

Select existing people or businesses. Their contact record will not be duplicated.

LOCAL SPREADSHEET REVIEW

Review prospect import

The spreadsheet was read only on this device. Nothing is saved until you approve selected rows.

New contact

Categories

Choose every category that fits this contact.

Permission to text
Contact method
After saving
Insurance sales progress
Contact photos

Take photos or choose several from your Photo Library. You can keep up to eight.

Log contact

How did you connect?

Add purchase

New expense

Reimbursement
Receipt photo

Take a photo or choose one from your Photo Library. Do not include card or bank account numbers.

Message template

Available placeholders: {firstName}, {name}, {company}

Choose a message

Texts can be sent directly after permission is saved, or opened in your phone for review. Email still opens your normal Mail app.

Set passcode

Choose 4–8 numbers you’ll remember.

Secure Cloud Backup

Your recovery key unlocks the encrypted backup. Save it in Apple Passwords. Without it, nobody—including us or Cloudflare—can recover your data.

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