Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2015-01-21
  • Current Version: 2.0.1
  • Adult Rating: 4+
  • File Size: 11.92 MB
  • Developer: zaal LLC
  • Compatibility: Requires iOS 10.12 or later.
Score: 4
4
From 284 Ratings

Description

Contacts Journal is a powerful tool that will transform your business and personal relationships: save notes of important meetings, set follow ups and meetings, create custom contact fields, and attach important documents to each of your contacts. Available on the Mac, iPhone and iPad, with seamless iCloud syncing across all devices. ** Featured by Apple in "Best New Apps" on the Mac App Store ** USE CONTACTS JOURNAL 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 • [NEW] collaborate on your CRM with colleagues with Contacts Journal For Teams! OUR CUSTOMERS INCLUDE: • sales teams • small business owners • independent contractors • personal productivity hackers • professional like lawyers, real-estate agents, teachers, nurses etc. As long as 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: • Import and link contacts directly from the Contacts app • Create Private Contacts and Private Groups to keep information separate from your Contacts app • 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 Files to your contacts; import using file picker, or drag and drop documents into app • Drag emails from the Mail app and attach to contact • Add ToDos with alerts in Notification Center for important follow-ups • Create events in Calendar app for your ToDos • Call (using Skype, Facetime Audio, or iPhone over WiFi), message or email your contacts directly from the app • Export your data for reporting by email, CSV, or PDF • No recurring billing, no hosted service. Works great offline • Enable CloudSync option for automatic, seamless syncing between Mac, iPhone and iPad apps, using your iCloud account • DropBox sync also available 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 subscription is available through the Contacts Journal iOS app. You can use the Mac app to join an existing team that you created yourself, or were invited to. Please note: • Contacts Journal for iOS is sold separately • Try out our Lite version of Contacts Journal Mac app to see if it fits your need; now available from our website www.contactsjournal.com 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

  • Totally Reliable

    5
    By Xyting
    Compared to deficiencies in contacts in Outlook which drove me to Apple, this is the best app for contacts in Apple. It is clearly an advantage to Apple's contacts. I am totally satisfied with the app.
  • Worth Every Penny

    5
    By TW Smith
    1. You buy it, NO Subscriptions. 2. It works brilliantly on Mac and has ios companion 3. They Update it 4. Data Goes In, Reports come Out 5. UI takes little practice, but easy enough 6. Has essentials and doesn't distract you with tons of add-ons, options, etc. Is it the fanciest horse in the barn? NO Is it more consistent and reasonably priced? Without a doubt.
  • Simplicity that works!

    5
    By cmmc12678
    Very simple CRM but it does everything I need it to do & more. It syncs perfectly across 4 different iOS devices. Works exactly as advertised. Using it for real estate contacts & conversation logs. I really like the ability to copy & paste emails, texts and voicemail conversations directly into the log. Makes it super easy to pick up with a contact where we last left off.
  • It's Almost Prefect

    3
    By gllfeujv
    They just need to figure out their export to the calenders.... It keeps adding customer notes to the location so my gps is like ugh ... location not found... because a full sentence describing a customers reason for our service visit is in the address box. Second please fix this... When exporting to the Calender its very repetitive in the box with words like appointment- date- ... How about a nice simple export where I don't have to retype everything for every customer ... Also once exported I can't see the customers phone number anywhere so I have to manually add that to the title with customer name and then i have to delete everything else that ends up in the "location box" third and this is huge problem... when scheduling appointments in the log it automaticaly tries to set the appointments at our home address... but gives you the option to type in a different address... The big malfunction here is that there is no way for me to click on the customers address for the appointment location. Instead I have to look up there address and once again manually add it appointment location. All in all though still this application is deffiently better then the others I have seen; espcially for the price. We have 1000s of customers I have to log though and many appointments day so if these bugs where fixed I would never need another application ever. PLEASE FIX
  • Tried many others I use this one. Phone & Mac

    5
    By m.1928
    This program just keeps getting better and better. It simply works. Syncing is important and it works. Thank you devs for making it better and better! oh and the company too...
  • Excellent, totally useful!

    5
    By Pianoman1955
    This is an amazing app! I used to pay over $200/year for a super fancy do-everything, management and planning app with all these fancy bells and whistle, complex processes, of which I used about 15%. All I wanted was a contact database that allowed me to log events, and emails, and would seamlessly interface with my contacts on IOS, and iMac. Well, Contacts Journal did all that and more, even allowed me to log messages and store files for individual contacts - more than I expected, and so much more reasonably priced. It updates each Contacts Journal app on my iPhone, iPad, MacBook, and iMac so I always have the same information on each device. Totally love this app!
  • Daylite Alternative

    4
    By thunder belly
    I am self employed and have used Daylite for years. When Daylite switched to subscription the cost became too high for what I need so I tried Contacts Journal and am pleased with it. It is not as robust as Daylite but if what you need is something to track contacts, know when to call and why it will do everything you need and then some.
  • So Far AMAZING

    5
    By Wynjunk
    I have downloaded this on my phone, ipad, and Mac...I have used this for the past 3 weeks daily. I have had only a few questions as this software is super user friendly and with the questions I have emailed and addressed, an answer has been provided in great detail in just a few hours each time! Fantastic customer service, very responsive and helpful. Love this app, so far it works wonders for Health Care Marketing! Only additions that would be nice would be a seperate tab to store receipts for purchases, hours worked and mileage...and to be able to place that in an email format for submission. Also a way to color code the tabls for maps, to seperate territories, and a way to create a list of contacts for seperate call schedules per day.
  • Perfect Fit

    4
    By pbirkeland
    I researched or tried other CRMs, but they were way beyond what I needed for my two-person consulting firm. Contacts Journal is the perfect fit - right price, right functionality, easy to learn and use. It connects to my calendar so my To Dos are in front of me, it makes calls through my iPhone, and brings the contacts I designate over from my contacts list. Contacts Journal has really helped me stay on top of my business development activities.
  • Super Skeptical at first, not now buy this

    5
    By El Kopauno
    Honestly, we all hear the CRM you use is the best. While Id agree with that statement, I was very skeptical and felt this CRM was lacking in many different ways others provided more. I think my problem with other CRM's was they were too complex too many automated options. I wouldnt use them becuase of the over whelming options that would allow me to be complacent. Its been about a week and Ive been in better contact with my prospects and better able to keep track of their needs, customizing my process to better conect everyone. Buy this and just play with it I wish I had purchased this from the very begining and Id be money ahead from more buisness and lack of monthly fees.

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