Your customer data is now at your fingertips everywhere you go. NO mobile network, NO Internet, NO Data Plan needed for most critical functions!
The CRM Journal offers Customer Relationship Management features for busy service-oriented professionals and businesses alike. Notes can be turned into invoices with just one tap. Ability to add reminders for all tasks or to-dos differentiates the App. Feature to sync activities with the calendar sets the App apart.
IN THE PRESS:
InsideMobileApps.com: "Businesses and users can create custom templates for their most used documents, saving them from repetitive typing and document creation".
Featured by Amazon for Free App Of The Day Promotion.
Less Typing & More Tapping offers immediate boost in productivity. CRM Journal can be used effectively in remote areas of the world. The App can be used as All-In-One mobile office software or to compliment with an existing software by exporting CSV files from the App.
Possibilities are unlimited when you create the templates to match your business needs.
SOME OF OUR END-USERS:
Driving School Instructors, Boiler engineers, Electricians, Plumbers, Home Improvement Designers, Dance School, Karate school, Private lessons, Lawn mowers, Snow Removal, Private classes teachers such as piano or music or even yoga, Contractors, Hair Salons, Beauty Parlors, Investment Consultants and Travel Agents, Spa/Tanning centers, Massage centers, Beauticians, Small businesses, Investment agents or Brokers, Cable Operators and more. Efficient, quick, GTD and easy information at your fingertips available to you on-the-go. You client is now in your pocket!
- Add, update, delete, search clients, events on the go for effective Customer Relationship Management.
- Various Color Themes are available to suit your taste.
- Boost productivity by creating your own custom templates for commonly used scenarios to save repetitive typing.
- Customize Customer Contact Form to show or hide fields.
- iPad Address Book integration.
- Maps Integration.
- View Record History.
- Smart Search of Records.
- Pre-fills your company information in records and invoices.
- Support for photo attachments for client, project, sales/order/contract and event records.
- Create notes, invoices, estimates, journal logs, tasks, to-do, communication trackers, opportunities, time sheet.
- Add reminders and events to the Calendars for important tasks. Free up your mind to focus on growing your business.
- One Tap to duplicate records.
- One Tap to turn Estimate into Invoice and vice-verse.
- One Tap to turn Record into Invoice and Estimate.
- Export-Import to share data with existing applications by uploading and downloading CSV files. It is perfect for bulk or mass data upload to/from your existing system.
- Schedule events or appointments. Supports calendar sync.
- Print or Save PDF
- Detailed HELP with Videos. Videos need internet connection to watch.
- Reports for Invoice / Income with Date Range
- Contact Us - Email firstname.lastname@example.org
Download the App now for FREE !
For adding more than 50 customers and records, you can upgrade to CRM Journal Premium through an auto-renewing subscription of USD $39.99 per month. Payment will be charged to iTunes Account at confirmation of purchase. Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. Your account will be charged USD $39.99 for renewal within 24-hours prior to the end of the current period. You can manage and turn-off subscriptions by going to the Account Settings after purchase. Please note that no cancellation of the current subscription is allowed during active subscription period. Any unused portion of a free trial period, if offered, will be forfeited when the you purchase a subscription.
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This app has been updated by Apple to use the latest Apple signing certificate.
Fix for Customer Export to contain Email address.
Ratings and Reviews
Exceptional Small Business Tool
I have been using this tool for over a month now and even my larger clients can't believe this CRM creates invoices, estimates and integrated notes for reporting hours on contract. Downloaded my contacts from Yahoo - brilliant. I love it ... every Independent Contractor/Small Business owner should use this app.
Horrible app/customer service
FYI this is the 5th time I've tried to post a review and it erases content when it says the nickname is already used, doesn't even let you edit! It was great to input all of your information, unfortunately it doesn't save anything when the version updates. We backup content apps all of the time. This is the ONLY one that didn't not back up or save any content within iTunes. You email back and forth with Syami the app maker and they blame you for not backing it up. No resolution. Not to mention the $43 per month for increased data storage. Total rip off!
Doesn't save your work.
I was super happy with this app...until I discovered it didn't save any of my work! Loved that let me customize my own templates so I didn't have to spend extra time typing out the same information over and over. I spent HOURS plugging in all the information for my customers.
Turned my iPad on the next day and *POOF* ...all my customers were gone. What a jip. Thanks for nothing.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
- Siyami Apps LLC
- 18.4 MB
- Requires iPadOS 7.0 or later.
- Requires macOS 11 or later and a Mac with Apple M1 chip.
English, Arabic, Catalan, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Malay, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Vietnamese
- Age Rating
- © Siyami Apps, LLC
- In-App Purchases
- CRM Journal Premium $39.99
With Family Sharing set up, up to six family members can use this app.