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!
• [New] CloudSync sync option, featuring automatic, seamless syncing using your iCloud account, across iPhone, iPad and Mac!
• Use DropBox sync 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

What's New

Version 4.1.3

- Fixed an issue with automatic backups
- Fixed issue preventing CloudSync Upload

[NEW in 4.1]:
New CloudSync sync engine, completely engineered from the ground up, to be very robust, fast and reliable when sync changes between devices.

Key highlights:
- Much faster and more reliable than existing iCloud sync
- Supports data syncing in the background, even when the app is closed
- Works great offline; data gets synced automatically when device comes online
- Supports manual syncing as well, by using pull-to-refresh from the “More” page
- Visual indication for when data and files are syncing, also on the “More” page
- Detailed diagnostic information available on the CloudSync page
- Still uses your iCloud account for storage, so no need to create any account with us. Your data is still protected behind your iCloud account

To start using the new CloudSync system:
- update the app on all your devices
- turn off the existing iCloud sync on all devices, if it’s enabled
- backup your data from More -> Manage Data -> Backups -> Backup Now
- enable CloudSync, first on the device with the latest data on it, and then on the other devices
You can also use the link from the “More” page, if you have iCloud sync enabled.

Please Note:
- the latest version of Contacts Journal and CloudSync system requires iOS10 or above
- if you switch to the new CloudSync system, you should do the same on all your other devices, using the latest version of the Contacts Journal apps
- if you have any issues with the update, you can restore your backups from More -> Manage Data -> Backups page

If you run into issues or problems, or have questions about this or anything else, please email us at support@zaal-llc.com

Customer Reviews

4.6 out of 5

124 Ratings

124 Ratings

Great CRM tool for Sales or Personal

Busy non-mom

Still a 5-star app. My go-to since 2012. I tell everyone I work with to get this app.
I would love the map to offer a filter of only contacts with to-dos, but active contacts is close. I love being able to take notes while on a call.
This continues to be my go-to app for every note I need in my sales job, car service, doctor notes, etc. I have over 2500 contacts, and this really keeps me organized. Love the Dropbox backup. iCloud is good too.
.........
I had been putting off spending the $ for this app, but finally broke down, and I'm so glad I got it! Contacts were easy to import, and I have just the ones I want. The journal will make my weekly reports tremendously easier. The calendar syncs beautifully with the phone. AND - So great that it's a one-time cost - no monthlies, no upgrade! And no other database required.

Excellent for business or personal use

Business1

UPDATE: This is still the best app of its kind available. I’ve been using it daily since 2009. Just a suggestion for a future update: Include the ability to crop a photo taken in the app and/or include a setting for document photos that will automatically crop.

Indispensable! I've been using the app daily since 2009. It keeps getting better with every update. Excellent communication from developer. I highly recommend this app and the developer.

It would be helpful for users to be able to add a file by taking a photo from within the app vs. having to add the photo from the camera roll. As it is now, going back and forth into camera roll to add multiple photos is time consuming and frustrating. An even better feature addition would be to also have editing capabilities such as cropping and photo enhancements. These options are available in other popular iPhone apps, so hopefully we will see this in the next update.

UPDATE: Wrote to the developer about taking in-app photos and within hours received a detailed response. I was happy to hear that there are plans to add this feature.

Best Sales App EVER!

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!!

Information

Seller
zaal LLC
Size
48.4 MB
Category
Business
Compatibility
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© zaal LLC 2018
Price
$9.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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