Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2009-09-14
  • Current Version: 4.2.7
  • Adult Rating: 4+
  • File Size: 49.63 MB
  • Developer: zaal LLC
  • Compatibility: Requires iOS 10.0 or later.
Score: 4
4
From 1,206 Ratings

Description

Contacts Journal CRM is a powerful tool that will transform how you manage your business and personal relationships: save notes of important meetings, set follow-ups, create custom fields, and attach important documents to each of your contacts. Carry your relationship history with you, wherever you go! Available on iPhone, iPad and Mac. IMPORTANT NOTE: Contacts Journal is now a free app, with limits on data entry, that works on both iPhone and iPad, with an option to unlock an Unlimited Plan from within the app. The iPad-only version, and the Lite version, have been discontinued. For information about limits, see our note at the end. USE CONTACTS JOURNAL CRM TO: • keep track of your relationships with customers, clients or any professional acquaintances • manage your leads and sales pipeline • add value to your professional networking • be prepared for your next meeting • effectively manage tasks and appointments • keep a call log • see a map of all your contacts, with color-coding options • store important contact data using customizable User Fields • find contacts by name, groups, company, address, or custom data • setup email templates with merge tags to send personalized emails quickly OUR CUSTOMERS INCLUDE: • sales teams • small business owners • contractors • portfolio managers • personal productivity hackers • professional like lawyers, real-estate agents, teachers, nurses etc. If you are someone who interacts with many people, professionally or personally, Contacts Journal will keep you on top of things. Don’t keep it all in your head, or locked up in a spreadsheet or legacy system – use Contacts Journal to track your interactions with the people who matter. KEY FEATURES: • Enable CloudSync sync option for automatic, seamless syncing using your iCloud account, across iPhone, iPad and Mac! • No account signup! Your data is always under your own control, and we don't have any access to it. • Import contacts directly from the Contacts app, or create Private Contacts to keep information separate from your personal contacts • Create email templates with personalization tags, to send prepared emails quickly but with a personal touch • Define and create your custom fields, and attach custom data for each contact • See all your contacts and notes on a single Map view • Attach Documents to Contacts; over WiFi, through DropBox, or from other apps using "Open In" • Add alerts in Notification Center for important follow-ups • Add appointments straight to the Calendar app • Call, SMS or email your contacts directly from the app • Export your data for reporting by email, CSV, AirPrint or even to your Contact notes field • No recurring billing, no hosted service. Works great offline! • Use DropBox sync to easily transfer data between iPhone, iPad and Mac IPAD-SPECIFIC: • Support for iPad Split-View multitasking (on supported devices) • Drag-and-Drop files, documents and pictures from other apps (iOS-11 only) • Drag-and-Drop emails from Mail.app, and URLs from Safari, and save them in Contacts Journal as ‘links’ (iOS-11 only) • Drag text from other apps like Safari and Mail, and drop into a contact’s Logs or ToDos section to quickly create new notes • Drag out files from the Files tab into other apps that support iOS11 Drag-and-Drop ACCOLADES: * Featured by Apple in "Start Your Business" * Featured in the NYTimes "Business Cards Give Way to Cellphone Apps for Networking" * Forbes.com - 10 Best iPhone Apps for Business Networkers * App Store Reviews: read reviews from satisfied customers! Please note: • The app is limited to 20 Logs, ToDos, Files, User Fields, and Contacts that you create in the app. To add unlimited entries, please purchase the Unlimited Plan from within the app • Mac version is sold separately Please send us your suggestions, and tell us what new features you would like to see. Contact us at support@zaal-llc.com

Screenshots

Reviews

  • Pictures

    5
    By KJOlenio
    Would be nice to import pictures under a log
  • ??

    1
    By Jsaat
    Why can’t I create a contact with out syncing my contact list. I don’t want my lists combined that’s the whole point of downloading this program.
  • Fantastic

    5
    By Nathant27
    This has been a great tool. Very user friendly.
  • Sales Rep’s Right Arm

    5
    By kaytertaytor
    Been using this tools for a number of years. I cant image being a sales rep without it. Does everything a rep needs all info easy to access. My company requires us to use SalesForce but I log everything here and transfer it at the end of the week. Tool designed for easy access, all calls one page and the maps section make it real easy to plan your day and send follow up emails from the car.
  • Great product

    5
    By schlifawitz47
    No other crm was working for my type of business. This is very basic- and much neater than keeping the information in a notebook. Satisfied customer.
  • Works great for what I need

    5
    By jake1232342
    It works great for when I need it for. I wish it could pull up phone call logs. But that is me being lazy. This app allows me to pin all of my customers and keep notes on them so I can remember what is going on in their world. Makes them think I have a great memory!
  • 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.
  • Great App

    5
    By Eskaht36
    Easy to use and intuitive.
  • New Design please!!!!!

    4
    By Side FX
    I’ve had this app for many years and love it. The only thing about this app is that it looks exactly like it looked years ago. Don’t change the format or anything els except the design. Make it pleasant to the eye and not so boring. This is the only app that hasn’t changed its design in all the apps I have and I have many!
  • Privacy / app t&c suspect

    1
    By eminca
    I’m always a bit leery about any app that doesn’t post any info about their privacy policy and terms and conditions. More importantly if it’s not clearly available. In order to create a new contact, the first thing the app wants to do is get access to all our contacts. No thanks.

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