CBData® Pro Screenshots 
Below are some representative Screenshots from the CBData® Pro Small Business Version of our software.  They should give you a good taste of the look and feel and easy way our product works!

Screen Sensitive Help

There is a Help button on every screen that brings you to screen sensitive Help. The Help menu explains, screen by screen, field by field, what type of information to enter and how that information should be input, including attachments.


CBData® Pro lets you set Reminders on every screen, by Professional Profile, in the program. The Reminders Tab allows you to see all of your reminders for that profile in one location. Reminders needing attention within 7 days, alert you, each time you enter the program and select the specific profile.  Additionally, you can “push” reminders to your Outlook® calendar, consolidating all reminders!

Event Logs

With the Event Log, you can create your own diary of phone calls, meetings and notes that you want to maintain regarding specific Firms, Companies, Contacts, Facilities, and Financial SubTabs.

Search Data

This feature allows you to search the database to find Entities, Contacts, Addresses, Phone Numbers and Attachments that are stored in the CBData® Pro database for the Business Profile that you’re currently in.

Mobile Device Sync

Any and all of the data you input into CBData® Pro, other than attachments, can be viewed as a read-only file, sync’d to your mobile device(s). The Mobile Device App is included with the CBData® Pro software product, at no additional charge. The sync is currently available for Apple®’s iOS operating system (iPhone®, iPad®, iPod touch®); Android® devices will be supported in the near future.

Backup/Restore Utilities

The Backup/Restore Utilities of CBData® Pro enable you to choose to run an automatic backup of your CBData® Pro data file, to compact your database, which keeps the database healthy and working efficiently, to restore a previously backed up data file and to distribute your data file to a family member or trusted advisor with a special passkey, so they can open your file with their own CBData® Pro software.

Manage User Security

The Manage User Security SubTab is for the Administrator of the program (the first person to log into the program) to be able to create and manage other CBData® Pro users.  The Administrator can edit usernames and passwords and decide how much information each user can access of each of the business profiles set up in the program.  This allows company employees, consultants, trusted advisors and even family members to access certain sections of each business profile, even on a read-only basis.

Manage Passwords

The Administrator of the program, the first person to log into the program, controls the password protection of sensitive business information across all users.  Passwords can be set on a user by user, business profile by business profile basis.  A user may also set passwords for certain business profiles, if given permission by the Administrator.

Manage Dropdown Fields

CBData® Pro allows the Administrator to preload or pre-populate the values that are displayed in each of the Dropdown Lists in the CBData® Pro program. This makes choices easier and more consistent throughout the program.

Import Utility

There is a robust Import Utility, within CBData® Pro, that allows information that already exists in other programs to be imported into CBData® Pro, eliminating the need for manual input. You can import professional contacts, firms, banks, vendors, all with their associated phone numbers, addresses, account balances, and more from programs, such as Excel™, Quicken™, QuickBooks™ and Outlook™. Currently the Outlook Import Utility only works on the personal side of CBData®, which comes with the small business version, and then the contact information is pulled over to the small business side.