Contacts Journal CRM is an app that will transform your business, professional and personal relationships!
With Contacts Journal, you can:
- keep track of conversations for each contact, so you’re prepared for the next meeting
- set reminders and followups for future meetings
- create Custom Fields to expand the profile of your contacts
- attach images, files, or scanned documents that are relevant to the contact or meeting
- see your contacts on a Map view, to easily navigate your surroundings
- visualize and categorize your contacts list, with support for Contact Tags, Groups and Filters
- quickly send personalized emails with Email Templates
Contacts Journal is an intuitive and easy-to-use CRM system, as well as being packed with power-features; so it can function just as easily as a ‘business tool’ as well as a ‘personal CRM’. Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal CRM to track your interactions with the people who matter.
LOGS, TODOS AND FILES
Keep track of important activities for each contact: keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files.
Extend the app by defining and creating your own custom fields, and attaching custom data for each contact.
Create email templates with personalization tags, to send prepared emails quickly, but with a personal touch
Send email to groups of contacts. This also works with email “templates”, so each group member can have their own personalized email.
MAP YOUR CONTACTS
Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact.
Add color-coded Tags to easily categorize and visualize your contacts list
You can import your contacts from the Contacts app, and the contacts data will automatically sync with the Contacts app
SEAMLESS, AUTOMATIC SYNCING
Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac, using your iCloud account. Works great when offline as well!
GREAT FOR PRIVACY
No account signup needed! Your data is always under your own control, and we don't have any access to it.
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.
OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• independent contractors
• professionals like lawyers, real-estate agents, teachers, nurses etc.
• anyone who wants to improve upon their professional or personal relationships
• 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
Terms of Service: https://contactsjournal.zendesk.com/hc/en-us/articles/360015780571
Please send us your suggestions, and tell us what new features you would like to see. Contact us at [email protected]
[NEW IN 2.3.4]
- Compatibility fixes for macOS Big Sur
[NEW IN 2.3]
- In the notes field for Logs and ToDos, the app automatically detects links for websites, emails and phone numbers, and makes them clickable. Perfect for storing Zoom meeting links!
- You can now add Files to an Email Template, and they get added as email attachments when the template is invoked.
- You can also add merge-tags for a contact's website.
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.