Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2009-09-14
  • Current Version: 5.12.9
  • Adult Rating: 4+
  • File Size: 50.79 MB
  • Developer: zaal LLC
  • Compatibility: Requires iOS 14.0 or later.
Score: 4.72337
4.72337
From 1,822 Ratings

Description

Transform your business, professional and personal relationships with Contacts Journal CRM. With Contacts Journal, you can: - Keep track of conversations for each contact, so you’re prepared for your next meeting - Set reminders and follow-ups for future meetings - Create Custom Fields to expand the profile of your contacts - Attach images, files, or scanned documents relevant to each contact or meeting - See your contacts on Map view to easily navigate your surroundings - Categorize your contacts list with Contact Tags, Groups and Filters - Quickly send personalized emails with Email Templates and Merge Tags Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter. OUR CUSTOMERS INCLUDE: • sales teams • small business owners • independent contractors • professionals like lawyers, real-estate agents, teachers etc. • anyone who wants to grow their business, professional or personal relationships KEY FEATURES: LOGS, TODOS AND FILES Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files CUSTOM FIELDS Extend the app by defining and creating your own custom fields CONTACTS TAGGING Add color-coded Tags to easily categorize and visualize your contacts list 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 IMPORT CONTACTS You can easily import your contacts from the Contacts app, or from a CSV file CREATE CONTACTS Use our powerful “Create Contacts” page to efficiently add new contacts, as well as setup tags, tasks and custom fields, all on one page BUSINESS CARD SCANNER [requires a Teams plan] Quickly convert business cards into contacts 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! POWERFUL FEATURES • Share Extensions lets you add text and images from other apps • Extensive support for Siri Shortcuts • Add widgets to your home-screen or lock-screen • Charts to visualize your progress • Dark Mode • Group Emails 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, Custom 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 • Business Card Scanner Contacts Journal For Teams requires a monthly or annual subscription that is purchased through the app. The subscription 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

  • Have to buy twice to use on computer

    3
    By Reginald Cornilius Washington
    I purchased for my iPhone thinking it would be included on my Mac. It functions well but definitely caught me when I went to download onto my computer and I had to pay again
  • Casi perfecta

    3
    By Actualisenla
    La app es muy buena para tener contactos tener seguimientos y guardar fotos o archivos pero lo único que me gustaría es que arreglaran las ubicaciones cuando quieres poner la dirección de un cliente y le das a el marcador automático te da una dirección errónea en todos los casas
  • Amazing

    5
    By mfroomy
    A wonderful tool I use for work. I love everything from the map to email templates, to do lists and logs. Requests: There is a bug in the to do list calendar view. & Can we have an additional address line for suite numbers??
  • By far THE BEST contact app ever!

    5
    By rAllcorn
    This is the best contact app ever. It will pull over your existing contacts from your address book, and then you can tweak and add all sorts of data, including spreadsheets, reports, photos… It's the best I've ever seen!
  • Don't know what I would do with out it

    5
    By Eisde
    I I use this app for nearly everything besides the obvious phone numbers... I track time with specific clients/jobs I use it as a cross reference on previous clients, I use it to track data. But best of all since most of my to do's are related to people I have nearly eliminated other to do lists. Additionally I have created contacts Household, Health,... to allow me to manage information and to do so within the contacts app. Since retiring and fulltime RVing I now use it to track services we receive or payments we make and use files to keep track documents by taking pictures of them
  • Scott

    5
    By Scott74biz
    This is an awesome app! Best Contact manager I have used by far! Does everything I need to organize, log and followup with my customers. AND it’s easy to use. Great job guys! Thanks.
  • Best CRM I’ve found

    5
    By scate mom
    Terrritory sales- keeps track without extra fluff I don’t need. Love it.
  • Worth the money

    5
    By Imtrev4
    Great app! I use it for my business contacts. Works pretty seemlessly w IOS. Nice customizable options.
  • Worth every Penny

    5
    By AbhiPapa
    The fact that this app is not subscription based is worth it alone, but it does everything I need for my small business. I can use my own encrypted iCloud or private on-device storage, I can set reminders, logs and add PDFs for each client. It feels simple, yet complex enough to do the job, and not bombarding me with data collection or “convenience” features that ultimately just compromise privacy. Thank you!
  • A great client management program

    5
    By CJ-Hawaii
    I have been using this program for several years. I love it. I keep track of all my IT client information including any picture related to them in it. It has everything I need. The only tricky thing about it is the syncing. I using and iPad and and iPhone. It works fine until I changed phone and eventually upgrade to a new iPad. The trick is getting it to sync from one that has the most up to date data to the other. It is not their fault. They gave me directions and was responsive. I finally got it to sync properly. The backup feature is also great which give you piece of mind when ever syncing is an issue. You at least know you have a good backup and it allows to save multiple sets of backup, auto and manual.

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