Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2009-09-14
  • Current Version: 4.3
  • Adult Rating: 4+
  • File Size: 50.69 MB
  • Developer: zaal LLC
  • Compatibility: Requires Android / iOS 10.0 or later.
Score: 4
4
From 1,222 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, attach important documents to your contacts, and much more. Carry your relationship history with you, wherever you go! Available on iPhone, iPad and Mac. 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 • [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. 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: • Import contacts directly from the Contacts app, or create Private Contacts to keep information separate from your personal contacts • Keep notes for each meeting with Logs • Create follow-ups and reminders with ToDos. You can even set alerts, set repeating ToDos, or add the appointment straight to the Calendar app • Attach files to each contact • 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 • Call, SMS or email your contacts directly from the app • Export your data for reporting by email, CSV, AirPrint or your Contact notes field • Enable CloudSync option for automatic, seamless syncing between your personal devices, using your iCloud account • No account signup! 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 Mac app is sold separately • If you have subscribed to the Contacts Journal Teams plan, or have joined an existing team, you do not need to purchase the Unlimited Plan 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. 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 tell us what new features you would like to see. Contact us at support@zaal-llc.com

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Screenshots

Reviews

  • Essential

    5
    By Agentofhope
    I hope this software remains thriving for generations to come.
  • A great app that does what is says!

    5
    By Chuck091956
    I’ve used Contacts Journal CRM for a number of years and still love it. I really like it’s balance of features and simplicity. Also, I can’t remember a time when it crashed or had an issue. The level of configuration and customization is spot on. The ability to use variables like contact name in the email templates really helps to add functionality that is was above the precise tag for this software. I hope they keep up the good work. My only advice would maybe a face lift, but only if it did not take away from the program’s simplicity.
  • Helpful for teacher

    5
    By Pianord
    I’m a piano teacher and use it to make entries for each student and their families. Tracks their location (I do some home lessons)and contact info, as well as allows me to add personalized lesson plan ideas and “to do’s”.
  • 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.

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