Contacts Journal CRM 4+

Manage Customers and Clients

zaal LLC

    • 4.7 • 1.6K Ratings
    • Free
    • Offers In-App Purchases

Description

Transform your business, professional and personal relationships with Contacts Journal CRM.

With Contacts Journal, you can:
- Keep track of conversations for each contact, so you’re prepared for your next meeting
- Set reminders and follow-ups for future meetings
- Create Custom Fields to expand the profile of your contacts
- Attach images, files, or scanned documents relevant to each contact or meeting
- See your contacts on Map view to easily navigate your surroundings
- Categorize your contacts list with Contact Tags, Groups and Filters
- Quickly send personalized emails with Email Templates and Merge Tags

Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter.


OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• independent contractors
• professionals like lawyers, real-estate agents, teachers etc.
• anyone who wants to grow their business, professional or personal relationships



KEY FEATURES:

LOGS, TODOS AND FILES
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

CONTACTS TAGGING
Add color-coded Tags to easily categorize and visualize your contacts list

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

IMPORT CONTACTS
You can easily import your contacts from the Contacts app, or from a CSV file

CREATE CONTACTS
Use our powerful “Create Contacts” page to efficiently add new contacts, as well as setup tags, tasks and custom fields, all on one page

BUSINESS CARD SCANNER [requires a Teams plan]
Quickly convert business cards into contacts

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

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!

POWERFUL FEATURES
• Share Extensions lets you add text and images from other apps
• Extensive support for Siri Shortcuts
• Add widgets to your home-screen or lock-screen
• Charts to visualize your progress
• Dark Mode
• Group Emails


GREAT FOR PRIVACY
No account signup needed! Your data is always under your own control, and we don't have any access to it.

UNLIMITED PERSONAL PLAN:
• The app is initially limited to 20 Logs, ToDos, Files, Custom Fields, etc. To add unlimited entries, please purchase the Unlimited Personal Plan
• The Unlimited Plan is a one-time purchase, and can be restored on other iOS devices.
• The Contacts Journal Mac app is sold separately


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
• Business Card Scanner

Contacts Journal For Teams requires a monthly or annual subscription that is purchased through the app. The subscription will automatically renew unless canceled within 24 hours before the end of the current period. Payment will be charged to iTunes Account at confirmation of purchase. Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user’s iTunes Account Settings after purchase. Any unused portion of a free trial will be forfeited if you purchase a subscription.

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 feedback at support@zaal-llc.com

What’s New

Version 5.10.3

- [NEW]: Contacts Journal Teams administrators can now rename participants, or remove participants from the filters list
- [FIX]: Email Templates with file attachments now works as expected

Hope you enjoy the updates. If you have any questions or concerns, please contact us at support@zaal-llc.com
Also, please consider supporting us by leaving a review in the App Store, and recommending us to your friends and colleagues.

Ratings and Reviews

4.7 out of 5
1.6K Ratings

1.6K Ratings

Mjuge ,

This is a fantastic tool if you don’t need all the extra capabilities of a true CRM!

I travel to meet up with clients quite a bit. I was using a routing program ($70 per month) combined with Microsoft one note and also keeping track of a spreadsheet of visits with customers to turn in for my reporting. I did find where some CRM‘s have add-ons that allow you to do the routing, but I didn’t want to spend $150 a month. $70 was justifiable, I could save that in gas. I’m just that “cost conscious“.

I found this program. It easily allows me to do everything I need to do for a 1 time purchase of $25. After I imported My list of prospects, into my contacts, the program informed me they were new contacts to import. I was able to go in and pick and choose who I want to import, make custom fields for information that I need for each contact, and it automatically mapped them for me. It didn’t give me auto routing, but I’m OK with that. Everything I do can be logged or attached to each contact. I can schedule follow-ups, attach quotes and documents and have the information immediately available if the company asked me for it.

Unfortunately, the only desktop version that’s available is for macOS. This doesn’t help me as I have to use windows, but I have this program available on both my iPad and iPhone and I can always export the information if I need it to an Excel spreadsheet.

tiggy 58 ,

Wow what a life saver

I love this program. I work in the eye glass frame business and the company does not have a good system. I takes forever to find a client and it just is not productive. I also tried sales force and that has so many bells and whistles you can get lost. This is perfect. First your able to find your client and then hit a button and know where they are and have directions. You can email , text or call prospect right after you see them. You can have templates that you can send out emails after you see a client for thanking them. This template is already pre written l. You just hit two buttons and it says email putting your clients name in it. IIy records every contact you have with them. In sales the touches are important and this gives you 4 different way to touch, they are In person, text, email and phone. it’s great. If there was one thing i wish it had would be a way to run a report on when you last made a contact with the client. it be something you could run on a daily or weekly It would include your entire database. this would help to know who you have not seen yet.

It was very reasonably priced as well worth it to be organized if you don’t try this product then you’re missing out. I recommend this app to everyone.

Wolfydude ,

Perfect CRM!!!! Love it!!

My small company didn’t have a CRM when I came on board from a large corporation. I got tired of hand writing my call notes on file folders after each sales call, after each customer visit and then have to re-type again, a weeks worth of sales call notes to turn in to my boss.
After downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for. Now, I log notes after each sales call, can attach a picture or quote (pdf) to the account profile and or log notes, edit, add or delete important information to review before each sales call, add a “color tag” to each account, to visually see when I’m scrolling through customer list, who is a Prospect, Existing, Cold Call or No opportunity customer. Best part is, at the end of the week, I can just “Export” and can sort by date, logs, etc. my entire week of sales call notes to my boss by email. It’s complete with all customer information and I can also schedule a follow up or “To Do” for each call that notifies me when due or past due. I love this app!! My company has encourage the other reps to download and use this app and they will reimburse them. It’s an efficient tool. Best $25 ever spent!!

In-App Purchases

Unlimited Personal Plan
Enable unlimited entries in Contacts Journal
$24.99

App Privacy

The developer, zaal LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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