Contacts Journal Personal CRM 4+

Customer & Client Sales Notes

zaal LLC

    • 4,6 • 23 valoraciones
    • Gratis
    • Ofrece compras dentro de la app

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Descripción

Transform your business, professional and personal relationships with Contacts Journal CRM.

With Contacts Journal, you can:
- Keep track of conversations for each contact, so you’re prepared for your next meeting
- Set reminders and follow-ups for future meetings
- Create Custom Fields to expand the profile of your contacts
- Attach images, files, or scanned documents relevant to each contact or meeting
- See your contacts on Map view to easily navigate your surroundings
- Categorize your contacts list with Contact Tags, Groups and Filters
- Quickly send personalized emails with Email Templates and Merge Tags

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
• 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

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.

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

GROUP EMAILS
Send email to groups of contacts. This also works with email “templates”, so each group member can have their own personalized email.

CREATE CONTACTS
Use our powerful “Create Contacts” page to efficiently add new contacts, and setup tasks and custom fields, all on one page.

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. 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

Novedades

Versión 5.12.9

[NEW IN 5.12.9]:
- Bug fixes

[NEW IN 5.12.8]:
- Exported Contacts now contains the Birthday field
- The contacts list now shows the correct count for incomplete ToDos for a contact


[NEW in 5.12]:
- Contact Search Improvements
- Redesigned Export Page


We hope you like this update. Please let us know what you think, or if you have any questions or concerns, by emailing us at support@zaal-llc.com

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.

Valoraciones y reseñas

4,6 de 5
23 valoraciones

23 valoraciones

@rnau ,

Idioma español

Me encanta trabajar con está app, pero seria perfecta si estuvieses en español.

David Trenas ,

España

Hola sería posible añadir idiomas , Oria mucho mejor por lo demás es estupenda

Richard_Armstrong ,

Missing tree/node network

Almost perfect, but missing a tree/node network to show interactions between your contacts. Partners, friends, enemies, couples, etc.

Compras dentro de la app

Unlimited Personal Plan
Unlimited Personal Plan
Enable unlimited entries in Contacts Journal
29,99 €

Privacidad de la app

El desarrollador, zaal LLC, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.

Datos no vinculados contigo

Los siguientes datos pueden recopilarse, pero no se vinculan con tu identidad:

  • Identificado­res
  • Diagnósticos

Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información

Más de este desarrollador

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