Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2009-09-14
  • Current Version: 5.0.5
  • Adult Rating: 4+
  • File Size: 38.63 MB
  • Developer: zaal LLC
  • Compatibility: Requires iOS 11.0 or later.
Score: 4
4
From 1,512 Ratings

Description

** The #1 CRM app on the App Store ** 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, send group emails, and much more. Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal CRM to track your interactions with the people who matter. USE CONTACTS JOURNAL CRM TO: • managed your relationships with customers, clients or professional acquaintances • keep track of your leads and sales pipeline • add value to your professional networking • be prepared for your next meeting • utilize a Personal CRM for your everyday needs • share data and collaborate on your CRM with colleagues with Contacts Journal For Teams! KEY FEATURES: IMPORT CONTACTS You can import your contacts from the Contacts app, and the contacts data will automatically sync with the 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. EMAIL TEMPLATES Create email templates with personalization tags, to send prepared emails quickly, but with a personal touch GROUP EMAILS Send email to groups of contacts. This also works with email “templates”, so each group member can have their own personalized email. CREATE CONTACTS Use our powerful “Create Contacts” page to efficiently add new contacts, and setup tasks and custom fields, all on one page. 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. 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 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 Please send us your suggestions and feedback at support@zaal-llc.com

Screenshots

Reviews

  • Essential for the sales field

    5
    By -Monica B-
    I’ve used this apps for years now. It’s become an essential tool for me in the field. My favorite feature is the “Address search”- I can go to an account and type in the building and floor that I am on to see all of my contacts, review the last time I met with them under “Logs” and easily take organized notes on my follow up under “TO DO”. Highly recommend for any sales team.
  • The best I have found

    5
    By Davislink
    Once I was able to play with this I found how many ways I can use this. Very simple to use. Gets me very Orginizer. My new job has be using the maps feature. ( very helpful). I don’t want to say wha this lacks because I have found more features as I use this. Very low cost CRM with many great features.
  • Suggestion

    5
    By Flightcontrolking
    Love the app. Very helpful in keeping me organized and paperless. In outside sales, knowing the proximity of where my accounts are located from where I am is helpful. What I would like to see is a route optimizer within the map section. There are other apps out there that do this solely. If you could integrate that feature you could easily have it as an add on in app purchase.
  • An amazing app just got amazingly more powerful

    5
    By Ziipppp2
    This app is a wonder. For a one off app payment you can track all your calls and interactions and see who you met or spoke with and when - a joy to use. The one former drawback has now been overcome with this latest update. Now if you have a lunch with several people you can easily add multiple contacts with a a few clicks, making this easily the best value CRM tool for busy execs. It's built for mobile - it just works great on the phone. I've tried dozens that have been over complicated, or work great on a browser but not a phone screen, or are just too much money for small/mid sized business owners like me. It's got a coveted place on my home screen. Highly recommended.
  • Great app

    5
    By BuiltRite Pools
    Great way to keep track of what you did with clients.
  • Great app

    5
    By WillyLee
    I use this app daily. Have had it for over three years. I’m a rep on the road and have found this to be the best way to keep up with my business contacts. Listing each contacts phone #’s, email, addresses, etc.plus the ability to upload files from our company site to the app provide me ample info on each dealer I work with. The map program that will pin point addresses makes it easy in the larger cities to add an extra stop in an area. I highly recommend this app.
  • Good app

    3
    By kink69
    I’ve only used this app for a couple weeks but so far it’s doing what I need.
  • Very pleased

    5
    By gleno92766
    I recommend it often
  • Needs better updates

    4
    By RJ's Dad
    Pretty good App. I use for work on a daily basis. The updates have not included capitalizing the two-letter state abbreviations without having to hold-down the Shift button. Additionally, you have to manually put a hyphen/period into all the telephone numbers. Also, Map continually re-booting after shutdowns is aggravating and time consuming. Don’t really like to be asked for my Location every time I open the App.
  • Best App for Small Businesses

    5
    By ABC1244
    This app is amazing. I own an small event planning and design company and use Contacts Journal CRM as my go to app for CRM. This app keeps me organized. I use the app to record client touch points, to record time, and to keep track of correspondence sent to and received from clients. The ability to set up email templates helps me to have seamless integration between my business email accounts (Goggle Business) and this app. Most importantly, I don't just look on top of my game when interacting with clients, I actually am able to perform more efficiently and effectively as a small business over since I integrated the various tools provided by Contacts Journal CRM into my workflow. In fact, I Love the app so much, I purchased versions for my Macbbok, iPad and iPhone. The developers are very responsive and provide timely feedback and instructuins to help users maximize the full functionality of the app. #WorthTheInvestmet.

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