Contacts Journal CRM

Contacts Journal CRM

By zaal LLC

  • Category: Business
  • Release Date: 2009-09-14
  • Current Version: 4.0.4
  • Adult Rating: 4+
  • File Size: 50.29 MB
  • Developer: zaal LLC
  • Compatibility: Requires iOS 9.0 or later.
Score: 4
4
From 995 Ratings

Description

Contacts Journal CRM is a powerful tool that will transform 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. USE CONTACTS JOURNAL CRM TO: • add value to your professional network • track your customer and client relationships • manage your sales pipeline • be prepared for your next meeting • track interactions with friends and family • effectively manage tasks and appointments • carry a virtual folder of documents with you • 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: • 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! • Featuring automatic, seamless syncing with iCloud across iPhone, iPad and Mac! • Use DropBox to easily transfer data between iPhone, iPad and Mac • Search for data from Spotlight search page 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: • iPad and Mac versions are sold separately • We cannot access the contents of your messages, or access information about incoming calls or emails 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

  • It's okay.

    2
    By TheOneandOnlyPhat_Pat
    It's not worth what they're charging and the file section is a mess. You can't sort it and they only offer a list format rather than icons. I've spoken with the developer the regards to using icons or at least having the option to have an icon format but they seem to think it "doesn't make sense". Their customer support is absolutely garbage. They don't seem to care about customer satisfaction. Do not pay for this app.
  • Best CRM app available

    5
    By EyeZod
    I’ve used ‘em all and this is the best available, bar none...no recurring fees, interacts with native apps...still looking for snail mail integration tho...
  • Sync

    3
    By DeterfromgMbling
    I wish it would automatically sync between my iPhone and iPad
  • Best Sales App EVER!

    5
    By chemicalsalesgirl
    Seriously, there is only one thing that could make this app any better for use in outside sales. The addition of a place to track orders/commission would be the only addition that I can possibly think of to make this app any better. I prefer to list each contact as the business name and put my contacts’ names in the business field and it works beautifully as the customer “folder” to track every phone call, email, and meeting. I love that if compose an email or text message within the app that it puts a copy of it in that folder’s log. AWESOME APP, WORTH EVERY PENNY!!
  • Pictures

    4
    By KJOlenio
    Would be nice to import pictures under a log
  • Unreliable Syncing between MacBook Pro and iPhone

    2
    By jimdavisor
    Though I really like the dream of Contacts Journal working and syncing with my iPhone. I have little hope of it being a stable CRM that I can rely on. I've spent hours trying to get it to work. Contacts Journal is fine if you are ONLY using it on one device. I'm finding it very unreliable trying to use it and syncing between BOTH my MacBook Pro and my iPhone.
  • Good app but needs a feature

    3
    By lobocasal
    This is a great app for recording contacts. It imports from my Contacts like a charm. I like the Map layout to see the locations of my contacts. One feature that is missing however is the ability to add multiple log entries for a group that shares the same information. Every contact at a group meeting has to be entered individually. The latest update has sync problems. I use Contacts Journal on iOS and Mac. Logs entered on one do not always show up on the other.
  • I use this program on iPhone iPad and mac

    4
    By Realtor charleston
    Integration is getting better and better They have steadily upgraded this product!! Thank you It is a powerful program And as it gets better it is taking over more and more tasks once done in other apps!!
  • Like using for SOAP

    4
    By Revloflandisher
    Wish there was a way to use a template for my work. Or perhaps a notes import feature. Looking forward to that big update.
  • Simplifies the sales process

    5
    By agsales
    Great sales tracking tool. Great to export to .csv so can manage lists and notes in different ways.

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