Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2009-09-14
  • Current Version: 4.6.9
  • Adult Rating: 4+
  • File Size: 58.04 MB
  • Developer: zaal LLC
  • Compatibility: Requires iOS 10.0 or later.
Score: 4
4
From 1,403 Ratings

Description

Contacts Journal CRM is a powerful tool that will transform how you manage your business and professional relationships: save notes of important meetings, set follow-ups, create custom fields, attach important documents to your contacts, and much more. If you are someone who interacts with many people, professionally or personally, Contacts Journal will help keep you on top of everything. Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal to track your interactions with the people who matter. USE CONTACTS JOURNAL CRM TO: • keep track of your relationships with customers, clients or professional acquaintances • manage your leads and sales pipeline • add value to your professional networking • be prepared for your next meeting • share data and collaborate on your CRM with colleagues with Contacts Journal For Teams! OUR CUSTOMERS INCLUDE: • sales teams • small business owners • independent contractors • professionals like lawyers, real-estate agents, teachers, nurses etc. • anyone who wants to improve upon their professional or personal relationships KEY FEATURES: IMPORT CONTACTS You can import your contacts from the Contacts app, and the contacts data will automatically sync with the Contacts app CREATE NEW CONTACTS Use our powerful “Create Contacts” page to quickly and efficiently add new contacts, and setup various triggers, all on the same page. Create Private Contacts to keep information separate from your Contacts app. LOGS, TODOS AND FILES Keep track of important activities for each contact: keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files. MAP YOUR CONTACTS Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact. CUSTOM FIELDS Extend the app by defining and creating your own custom fields, and attaching custom data for each contact. For e.g. you can create fields like “Account Number” or “Account Status”. EMAIL TEMPLATES Create email templates with personalization tags, to send prepared emails quickly but with a personal touch SEAMLESS, AUTOMATIC SYNCING Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac, using your iCloud account. Works great when offline as well! GREAT FOR PRIVACY No account signup needed! Your data is always under your own control, and we don't have any access to it. UNLIMITED PERSONAL PLAN: • The app is initially limited to 20 Logs, ToDos, Files, User Fields, etc. To add unlimited entries, please purchase the Unlimited Personal Plan • The Unlimited Plan is a one-time purchase, and can be restored on other iOS devices. • The Contacts Journal Mac app is sold separately CONTACTS JOURNAL FOR TEAMS: • Share your Contacts Journal data with others using iCloud accounts • Real-time, automatic syncing between multiple users • Create multiple teams to share different information with different users Contacts Journal For Teams requires a monthly or annual subscription that is purchased through the app. Only the person creating a team needs to purchase a subscription; team participants can join a team for free. Contacts Journal CRM subscriptions will automatically renew unless canceled within 24 hours before the end of the current period. Payment will be charged to iTunes Account at confirmation of purchase. Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user’s iTunes Account Settings after purchase. Any unused portion of a free trial will be forfeited if you purchase a subscription. Terms of Service: https://contactsjournal.zendesk.com/hc/en-us/articles/360015780571 Privacy Policy: https://contactsjournal.zendesk.com/hc/en-us/articles/360015414291 Please send us your suggestions and feedback at support@zaal-llc.com

Screenshots

Reviews

  • Perfectly Intuitive Organizational Tool

    5
    By HappyWhileEating
    Especially if you’re just starting a new territory and/or with a new company. You’ll never forget an appointment or its results again.
  • Would’ve been a 5, but...

    4
    By Ridin'ABike
    I’ve used a couple of CRM products over the years and was very disappointed when the last one simply disappeared and wouldn’t sync across Mac and iOS. I was happy to find Contacts Journal. It offers an easy way to keep track of my dealings with people. I would’ve given it a 5, but... One feature it REALLY needs is the ability to send email to multiple contacts at once. When I need to provide the same information to several people (who are all attending the same class, for example), it’s a pain to send individual emails. I want to record that I’ve sent it to each attendee. Having to send separate emails makes that a tedious process at best.
  • Best app for sales!

    5
    By tyler048
    I use this app with all my apple products 13 hours a day and keeps me very organized.. One thing that would make me put 10 stars is if you could edit/ draw on pictures when put in files tab. A huge thing is doing text or circling key objects on pictures for notes. If you could do that, that would be awesome!
  • Very useful

    5
    By rachaelwonderlin
    After reading up on it, I gave the app and the iMac version a try. It’s just what I needed! It’s easy to add contacts and update logs on the go. I spent a couple hours carefully imputing my needed contacts and went from there. It IS lacking a bit visually—it’s not particularly “pretty”—but it’s WAY better than my insane spreadsheet I was using!
  • Great for a road warrior.

    5
    By Buellee
    I’m an outside sales rep and this is the best app for me to stay on top of my client’s activity. I enter my activity as it happens. Makes it so much less tedious of a chore. And to find information........piece of cake. Thank you.
  • Love this app, worth every dime!

    5
    By Faith04
    This app has made my life so much easier. I am much more organized, taking photos of receipts or products, even doctors orders! I can easily retrieve and most importantly, I can remember where I put the stuff, through the file tab! I love the logs tab, where I always set up appointments. Customer Service is quick to reply and very helpful.
  • Great program

    5
    By car999
    I have been using contact journal for years. Fantastic program to keep track of notes for all of my business contacts.
  • Simply the best

    5
    By Thankful user 27
    I tried various CRM apps, and this one simply one was the best. My only suggestion would be to somehow incorporate a way to access it online for those who use windows as their primary operating platform at work.
  • Love program

    5
    By JRay 0905
    Very happy with program.
  • Easy to Use and Navigate

    5
    By HunnyTwiss
    I really enjoy this app. It’s super easy to use and totally simple. I have been looking for months before I found this app. This helps me track the services and products I’ve provided to my clients. I cannot thank Contact Journal enough! Thank you for making my life easier!

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