Contacts Journal CRM 4+

zaal LLC

    • 5.0 • 1件の評価
    • 無料
    • アプリ内課金があります

スクリーンショット

説明

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.


KEY FEATURES:

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.

CUSTOM FIELDS
Extend the app by defining and creating your own custom fields, and attaching custom data for each contact.

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.

CONTACT TAGS
Add color-coded Tags to easily categorize and visualize your contacts list

IMPORT CONTACTS
You can quickly import your contacts from the Contacts app, or from a CSV / Excel file. Your contacts data will automatically sync with the Contacts app

EMAIL TEMPLATES
Create email templates with personalization tags, to send prepared emails quickly, but with a personal touch

GROUP EMAILS
Send email to groups of contacts. This also works with email “templates”, so each group member can have their own personalized email.

SHORTCUTS
Run Contacts Journal actions from the Shortcuts app. You can also use shortcuts from the Services menu to copy text from other apps and add it into Contacts Journal without opening the 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



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


Terms of Service: https://contactsjournal.zendesk.com/hc/en-us/articles/360015780571
Privacy Policy: https://contactsjournal.zendesk.com/hc/en-us/articles/360015414291


Please send us your suggestions, and tell us what new features you would like to see. Contact us at support@zaal-llc.com

新機能

バージョン 3.5.7

[NEW IN 3.5.7]:
- Bug fixes


We hope you like the frequent updates. Please let us know if you have any questions or concerns, by emailing us at support@zaal-llc.com

You can also 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.

評価とレビュー

5.0/5
1件の評価

1件の評価

maoutaiain

コンセプトは理想的だが時々落ちる

急いでいるときにけっこう落ちて焦る。
私の使い方がよくないのか、新しく連絡先を追加すると、いつの間にか同じものが2・3個出来ていることがある。デバイス間の同期のとき生じるのだろうが、これまた焦って探しているときには、イラッとしてしまう。
人を起点に物事を考えるのはいい視点。なのでもう少し洗練されることを望む。これがカレンダーとタイミングよく同期するようになると理想が完成する。

DMers

iphoneの同期のタイミングが遅い

前のバージョンの同期の不調は、少し改善されたが、iPhoneとの同期は、パソコンと比べると、やはり遅く、本当に同期されるのだろうかなとの不安は残る。名刺とスケジュールや議事録的な内容がリンクされ、機能的には便利だが、それが故に、安定する事が絶対的に不可欠な条件だと思う。今のアプリは、ベーター版の様な感じ。

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