Contacts Journal CRM
By zaal LLC
This app is only available on the App Store for iOS devices.
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
• 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.
• 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
* 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!
• 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 firstname.lastname@example.org
What's New in Version 4.0.6
Important bug fixes
If you have any questions or concerns, please let us know at email@example.com
This App is really terrific. It has lots of ways to track the progress of the sales cycle, to be reminded of different events, to plan, and to search local areas and then see the pens on the map so that you can plan which account to go to first. Very well thought out and I look forward to the future enhancements which come out regularly. I think the product is really first class and definitely does the job. I recommend it highly.
Really good app and it gets better, and better, and better!
Sales rep user – high volume
I love using the app, but feel there are a couple of updates that could make the application much more user-friendly. As an example, the locations should be automatically ordered alphabetically, and when I’m adding a log or a to do item, the app should automatically pull the location for the account.
Thank you very much, and I look forward to the new updates.
Merry Christmas to you all.
Perfect for my pt biz
I use this app to keep track of all my clients sessions, upcoming appointments, payment info, and to stay organized as clients cancel and reschedule. This is a life saver.
- Category: Business
- Updated: Dec 04, 2017
- Version: 4.0.6
- Size: 48.0 MB
- Apple Watch: Yes
- Language: English
- Seller: zaal LLC
- © zaal LLC 2017
Compatibility: Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.