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Contacts Journal CRM

Contacts Journal CRM is a powerful tool that will 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, and much more

Contacts Journal CRM is a powerful tool that will 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, and much more

Contacts Journal CRM

by zaal LLC
Contacts Journal CRM
Contacts Journal CRM
Apple Watch
Contacts Journal CRM Apple Watch App
Contacts Journal CRM Offers Apple Watch App
Check the details on WatchAware

What is it about?

Contacts Journal CRM is a powerful tool that will 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, and much more.

App Details

Version
4.6.9
Rating
(1400)
Size
58Mb
Genre
Business Productivity
Last updated
March 19, 2019
Release date
September 13, 2009
More info

Contacts Journal CRM is FREE but there are more add-ons

  • Free

    Unlimited Plan - Legacy User

  • $19.99

    Unlimited Plan

App Screenshots

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App Store Description

Contacts Journal CRM is a powerful tool that will 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, and much more.

If you are someone who interacts with many people, professionally or personally, Contacts Journal will help keep you on top of everything. Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal to track your interactions with the people who matter.


USE CONTACTS JOURNAL CRM TO:
• keep track of your relationships with customers, clients or professional acquaintances
• manage your leads and sales pipeline
• add value to your professional networking
• be prepared for your next meeting
• share data and collaborate on your CRM with colleagues with Contacts Journal For Teams!


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


KEY FEATURES:

IMPORT CONTACTS
You can import your contacts from the Contacts app, and the contacts data will automatically sync with the Contacts app

CREATE NEW CONTACTS
Use our powerful “Create Contacts” page to quickly and efficiently add new contacts, and setup various triggers, all on the same page. Create Private Contacts to keep information separate from your 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. For e.g. you can create fields like “Account Number” or “Account Status”.

EMAIL TEMPLATES
Create email templates with personalization tags, to send prepared emails quickly but with a personal touch

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. 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. 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


Please send us your suggestions and feedback at [email protected]

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.