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Contacts Journal CRM - Professional Relationships Manager for Customers, Clients and Sales

By zaal LLC

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Description

Contacts Journal is a powerful tool that will transform your business and personal relationships: save notes of important meetings, set follow ups, 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 TO:
• 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
• store important contact data using customizable User Fields
• find contacts by name, groups, company, address, or custom data

OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• contractors
• portfolio managers
• 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 contacts directly from the Contacts app
• Create Private Contacts and Private Groups to keep information separate from your personal contacts
• Attach Documents to Contacts; over WiFi, through DropBox, or from other apps using "Open In"
• Define and create your custom fields, and attach custom data for each contact
• 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
• See all your contacts and notes on a single Map view
• Export your data for reporting by email, CSV, AirPrint or even to your Contact notes field
• No recurring billing, no hosted service. Works offline!
• Use DropBox to easily transfer data between iPhone and iPad
• Featuring automatic, seamless syncing with iCloud! (iOS6 and above)

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 Edition is 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 in Version 3.7

* Support for Apple Watch! Quickly access your nearby contacts, your latest Logs and upcoming ToDos on your wrist
* Improved support for 24-hour date format throughout the app
* Map view should load faster
* Map view will not snap to 'current location' repeatedly
* Other bug fixes and stability improvements

Please support the development of the app by leaving a review in iTunes and recommending us to your friends and colleagues. Each review matters a lot to us, and helps us grow and improve our app.
As always, feel free to email us your questions or report issues with the app at support@zaal-llc.com

iPhone Screenshot

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Apple Watch

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Customer Reviews

Excellent for business or personal use

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.

Great CRM tool for Sales or Personal

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.
This continues to be my go-to app for every note I need in my sales job. I have over 1500 contacts, and this really keeps me organized. Love the Dropbox backup.
.........
I had been putting off spending the $ for this app, but finally broke down, and I'm glad I finally 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.

Very Helpful

Contacts Journal is surprisingly robust. It's essentially a CRM system on your phone. There are some very helpful and unique tools that make this program indispensable, but there is also room for improvement.
I like how I can merge my contacts directly with contacts journal. It's easy to do and it's easy to create logs and "to do's".
I was able to modify the logs categories to match my own specific needs.
I really like how the "to do's" merge with my calendar- wonderful tool to have... One of the most useful tools for me is the map feature. As a traveling salesman, I travel nationwide- its fan-freaking-tactic to see all of the contacts within 10, 25 & 50 miles- what an awesome feature!!
The auto-import feature is clunky- when new/updated contacts are identified, Contacts Journal sends a notification- it works, but its not intuitive and could be cleaned up.
I experienced problems with merging- some of my contacts have the same first and last name, but different phone numbers and addresses (contacts journal messed that whole thing up really badly...).
I haven't created groups yet, but that will be a helpful feature also. Overall contacts journal is a great value. Highly recommended!

Contacts Journal CRM - Professional Relationships Manager for Customers, Clients and Sales
View In iTunes
Offers Apple Watch App for iPhone
  • $9.99
  • Category: Business
  • Updated:
  • Version: 3.7
  • Size: 11.3 MB
  • Apple Watch: Yes
  • Language: English
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5, iPhone 6, and iPhone 6 Plus.

Customer Ratings

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