Screenshots

Description

Contacts Journal is a powerful tool that will transform your business and personal relationships: save notes of important meetings, set follow ups and meetings, create custom contact fields, and attach important documents to each of your contacts.

Available on the Mac, iPhone and iPad, with seamless iCloud syncing across all devices.

** Featured by Apple in "Best New Apps" on the Mac App Store **

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


OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• independent contractors
• personal productivity hackers
• professional like lawyers, real-estate agents, teachers, nurses etc.


As long as 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 and link contacts directly from the Contacts app
• Create Private Contacts and Private Groups to keep information separate from your Contacts app
• 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 Files to your contacts; import using file picker, or drag and drop documents into app
• Drag emails from the Mail app and attach to contact
• Add ToDos with alerts in Notification Center for important follow-ups
• Create events in Calendar app for your ToDos
• Call (using Skype, Facetime Audio, or iPhone over WiFi), message or email your contacts directly from the app
• Export your data for reporting by email, CSV, or PDF
• No recurring billing, no hosted service. Works great offline
• Enable CloudSync option for automatic, seamless syncing between Mac, iPhone and iPad apps, using your iCloud account
• DropBox sync also available



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 subscription is available through the Contacts Journal iOS app. You can use the Mac app to join an existing team that you created yourself, or were invited to.


Please note:
• Contacts Journal for iOS is sold separately
• Try out our Lite version of Contacts Journal Mac app to see if it fits your need; now available from our website www.contactsjournal.com

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 1.7

[NEW in v1.7]: Thumbnails for files in Files section
- easier to glance through list of attachments, without having to open each file
- works with all major file types: images, PDF files, presentations, videos
- thumbnails for existing files will automatically be added

[NEW in v1.7]: Option to sort Files list with File Name

[New in v1.6]:
- Text Formatting Options
- Added Contact Filters: Private Contacts, Recently Added Contacts, Active Contacts

Please Note: make sure you have updated all your Contacts Journal apps (on iPhone, iPad or Mac) to the latest version if you want to use Text Formatting options. Using an older Contacts Journal version can cause data inconsistencies and/or crashes if you sync it with the latest version of Contacts Journal.

If you run into any issues or have any questions, please email us at support@zaal-llc.com.

If you enjoy the updates, please 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.

Ratings and Reviews

3.9 out of 5
36 Ratings
36 Ratings
Burt Macland FBI ,

Fan-...-tastic

I use this on my mac and my iPhone. I am a real estate agent that specializes in apartment locating. I deal with tons of people and this has been great with keeping my life organized!! The “Logs” function is great because I am able to keep track of our communication in an easy platform that i’m able to access on my computer or phone. With hundreds of different people in rotation i’m able to keep a system of follow up and remember what’s going on with each customer. The “To-do” section is great of course because i’m able to sync reminders with my calendar in one platform and easily view upcoming events with specific customers. It’s great to keep orginized notes, groups, and contact info as well. My only develeper issue so far has been with syncing though that has been fixed and when I’ve had a user error the support staff has been fast, friendly, and helpful.

New to iPhone6012 ,

An amazing tool…takes some getting used to

I looked for a tool that would help me manage the many relationships that I have proactively and seamlessly and chose this product after painstaking research. It took me some time to understand how powerful it is and how to use it. To my surprise, the more I learn about it, the better it meets my needs. Imagine that! It has taken me some time to trust the program to do what I wanted it to do and when I had questions or when something didn’t work as expected (technical or ‘operator error’), the support team resolved the problem for me in a very reasonable timeframe. As I continue to learn how to fully use the app as it was designed to be used, my effectiveness is going to increase dramatically. Highly recommend the app and highly recommend the commitment to fully understand what it can do for you.

clifster ,

Potential best in class hampered by continued sync/data loss

CJournal could be best in its small class, but design of the app to “import” contacts vs directly mirror specific groups of iOS/macOS Contacts is a critical design flaw that leaves multiple devices continually fighting over if and which device has the correct contacts. This remains an issue over multiple years/version of the product and results in significant duplication of contact records and data loss when one tries to de-dupe and consequently wipes out what is the only version of that duplicated contact on another device.

That said, CJournal has great potential to address the desync issue by simply offering to directly mirror Contact groups down the line. Features like custom fields allow it to function as a mini database and offer potential for more robust searching/cross-referencing than currently offered.

While other Mac CRM’s like Daylite offer more advanced email integration/tagging across devices, CJournal fits a critical niche in servicing small business, contractors, or anyone who wants to dip their toe in the CRM market without giving up the contacts lists they have already built up in their address book.

Now let’s just get that sync issue resolved once and for all and get this app its blue ribbon.

Information

Seller
zaal LLC
Size
12.4 MB
Category
Business
Compatibility
macOS 10.12 or later, 64-bit processor
Languages
English
Age Rating
Rated 4+
Copyright
© zaal LLC 2018
Price
$39.99

Supports

  • Family Sharing

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

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