Contacts Journal CRM (iPad version)
By zaal LLC
Open iTunes to buy and download apps.
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
• get the best out of networking opportunities
• 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
• find contacts by name, groups, company, or address
• store important contact data using customizable User Fields
• 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 from vCard files
• Create Private Contacts and Private Groups to keep information separate from your personal contacts
• Attach Documents over WiFi, through DropBox, or from other apps using "Open In"
• Import photos directly from Camera Roll
• Add appointments straight to the Calendar app
• Call, SMS or email your contacts directly from the app
• See all your contacts and notes on a single Map view
• Define and create your own custom fields, and attach custom data for each contact
• Create email templates with personalization tags, to send prepared emails quickly but with a personal touch
• Export your data for reporting by email, CSV, AirPrint or even to your Contact notes field
• Automatic data backups
• Pin-protection option to protect your data, using Apple's secure keychain services
• No recurring billing, no hosted service. Works 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
• Support for iPad Split-View multitasking (on supported devices)
* Featured by Apple in "Start Your Business"
* Featured in the NYTimes article "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!
• iPhone and Mac version 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 3.9.5
- Fixed bug with renaming Templates
- You can now create email templates, with personalization options, to send prepared emails or messages to your contacts!
- Create new Templates from More -> Manage Data -> Templates page. When creating the template, you can press the Tags button to see personalization options
- You can invoke the templates when writing the email from the CJournal app
- Also, when importing from vCard file, you can now see an option to create a new Private Group for the imported contacts
- FAVORITE FIELDS: Mark some Fields as ‘Favorite’, so that they are always visible for every contact
- EDIT MULTIPLE FIELDS: Select multiple contacts and edit Fields in one go
- PIN COLORS OPTIONS: Increased the number of available ‘Pin Color’ options. You can now also rename ‘Pin Color’ labels, and choose a different Default ‘Pin Color’
Please support the development of the app by leaving a review in iTunes and recommending us to your friends and colleagues. You can also update your review for the current version if you’ve reviewed it previously. Each review matters a lot to us, and helps us grow and improve our app.
If you have any comments or suggestions, please email us at email@example.com
The app is the best tool I've found for tracking sales calls and mapping out the day. The only issue I've had is occasionally the app post logs on the wrong contact. If this happens, you have to uninstall, then reinstall and wait for things to repopulate. I have switched devises and keep things between my iphone and ipad. They connect and talk to one another very well and one will update on the other. I would give it a 5 star except for the issue above.
Great for Marketing reps
I love this app. I can keep track all things related to clients and referral sources for my Hand Therapy practice. I can go and see a client that haven't seen in a long time, review my recent log notes from recent visits and it allows me to pick up where I left off. It's also so easy to use. If you're trying to build leads and track your progress this app I'd perfect
Great for sales!
Great features for road warriors, especially the mapping feature is super useful. Been using this for a couple of years; can’t live or work without it. Keeps getting updated all the time. Mac version was added recently. Couldn’t be happier.
[UPDATE] love the new features that keep coming!! Pin colors, email templates are so useful!