Contacts Journal CRM
iOS Universel / Economie et entreprise
Transform your business, professional and personal relationships with Contacts Journal CRM.
With Contacts Journal, you can:
- Keep a record of conversations with each contact, so you’re prepared for your next meeting
- Schedule tasks, reminders and follow-ups for future meetings
- Manage your clients and customers with Tags, Groups and Filters
- Attach images, receipts, invoices or files relevant to each contact or meeting
- Map your contacts to find opportunities around you
- Keep a private address book
- Draft emails with AI, or send personalized emails with Email Templates
Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter.
OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• independent contractors
• client relationship managers
• professionals like lawyers, real-estate agents, teachers etc.
• anyone who wants to grow their business, professional or personal relationships
KEY FEATURES:
LOGS, TODOS AND FILES
Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files
IMPORT CONTACTS
You can easily import your contacts from the Contacts app, or from a CSV file
ORGANIZE CONTACTS
Categorize and visualize your contacts list with Contact Tags, Favorite Contacts, Groups and Filters
DUPLICATE DETECTION AND MERGE
Detect and merge duplicate contacts
CUSTOM FIELDS
Extend the app by defining and creating your own custom fields
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
BUSINESS CARD SCANNER [requires a Teams plan]
Quickly convert business cards into contacts
EMAIL TEMPLATES
Create email templates with personalization tags, to send prepared emails quickly, but with a personal touch
SEAMLESS, AUTOMATIC SYNCING
Use CloudSync for seamless syncing between iOS and Mac apps via iCloud. Works great offline too!
POWERFUL FEATURES
• Share Extensions lets you add text and images from other apps
• Extensive support for Siri Shortcuts
• Add widgets to your home-screen or lock-screen
• Charts to visualize your progress
• Dark Mode
• Group Emails
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, Custom Fields, etc. To add unlimited entries, please purchase the Unlimited Personal Plan
• The Unlimited Personal Plan is a one-time purchase
• The Contacts Journal Mac app is a separate download
• You can purchase the "Unlimited Combined Plan" to unlock both iOS and Mac apps together
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
• Business Card Scanner
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
Please send us your suggestions and feedback at support@zaal-llc.com
Quoi de neuf dans la dernière version ?
[NEW in 6.6.0]
• Custom Fields now includes 'Checkbox' and 'Multiple Selection' options
• Selecting Custom Fields to add to contacts has an updated look and is now searchable
• The Add Custom Fields page has also been updated visually
• Assigning tags to contacts is now easier with a searchable list
• The ToDos list now includes a 'Today' section to surface your most relevant tasks
• Logs and ToDo tabs now open much faster, even for large data sets
At first launch, this update will backup your data and then perform some maintenance work to improve performance and support future enhancements. This should only take a short amount of time and we strongly recommend updating the app on all your other devices as well.
If you run into any issues or have any questions or concerns, you can email us at support@zaal-llc.com
We hope you like the updates. Please let us know what you think. You can also support us by leaving a review in the App Store and recommending us to your friends and colleagues. Each review and referral matters, and helps us grow and improve our app
