Contacts Journal CRM 4+

Manage Customer Relationships

zaal LLC

    • 4.6 • 633 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

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

What’s New

Version 4.0.5

[NEW] New Design:
- Thoughtfully redesigned for visual clarity, and new app interface looks great, and is easier to use than ever
- New layout matches iOS app for consistency
- New 'action button' on Contact Details page contains frequently-used actions
- Multiple selection of items now available in Contacts, Logs, ToDos and Files lists for common actions

Note: the new design (and other features) are available for devices running macOS 14.0 and above

[NEW] Favorite Contacts:
- Mark contacts as 'Favorite' to pin them to the top of the list, making it easier to access
- Favorites Widget can now be saved to the desktop for quick access

[NEW] Duplicate Contacts Detection:
- Contacts Journal will now detect duplicates and give an option to merge duplicates, to help clean up your contacts list
- You can also manually select contacts to merge, and the information will be smartly merged into one record

[NEW] More Features:
- Sidebar collapse / expand button
- Add Birthday Reminder: quickly create a ToDo for a contact's birthday
- Add Custom Field option from the Contacts list, for individual or multiple contacts
- Tap on contact's picture to update it, by picking a photo or taking a new one from the webcam


We hope you like the updates. Please let us know what you think, or 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.

Ratings and Reviews

4.6 out of 5
633 Ratings

633 Ratings

Rock1504 ,

I am blown away!!!!!!!!!!!!!!!!!

Quick background on myself and CRM's. I've used Salesforce, Zoho, and GoHiglevel at different points in my sales career, and I think they are all great CRM's. I could have chosen any of them but I was curious to see what else was out thee before pulling the trigger on one of those services. Keep in mind I wanted something that had a blend of simplicity and sophistication because my sole purpose is to focus on growing my personal relationships as well as business relationships. This app has made the blend so easy and simple for me to jump right into with the ease of importing my contacts, creating fields, and tags to simply manage and organize my contacts the way I need to view them. The one time purchase price is nearly a robbery to this company for all that they put into this app. There's much more that you would have to find out for yourself. All in all, I'm happy with my purchase for the ios and mac version. This has been an amazing experience!! Last but not least, I had a qusetion in regards to a capability and recieved a response within a hour. I'm just saying, to not be paying a subscription and receiving that type of expedited service in this age is amazing. I hope whoever reads my review is inspired to try this app out, you wont regret it!

hill143 ,

This program changed my business

I’m a carpenter providing services rather than products. I was a little skeptical at first as to how this CRM platform would meet my needs assuming it was designed to work for product based sales. I was wrong and am glad of it. Having a system which tracks all contact with my clients and the related tasks for them in the same program has made my productivity move from an unreliable memory to an observable process so I can see where I’m falling behind on my work. I will say a feature I was not sure would really do any service for me until I figured out how powerful it can be is the fields. I have my entire sales process from qualification to post fulfillment checkup tracked. The one thing I would suggest to the developers would be to maybe make a short video series detailing their program in steps with examples of how different businesses would benefit from it. Basically create a training series which could also be used in marketing their product. I’ve told other business owners I network with about this program and will continue to do so.

Effective Networking ,

Excellent personal networking tool!

Updated prior review, confirming all comments still hold true after heavy use for the past 8 months. I would add that the customer service team is VERY responsive to feedback on both bug fixes as well as enhancements. I purchased the lifetime license version and use across my MacBook, iPhone, and iPad. It took me a few tries until they all synchronized but since then it has been a fabulous tool. On Zoom calls, I will have the Zoom video on my laptop screen and this tool on my big screen so I can take notes in the log tab of the contact I'm speaking with. I finish the call and move to the ToDos tab and set follow up actions and reminders. I use the tags to organize my contacts into "tiers" for networking purposes, which makes it super easy to sort them based upon the activity level is should invest in each one. you can do this sort of thing without an app, but this makes it SO much easier to keep track, stay organized, and prioritize my work. no gimmicks here...a worthy purchase!

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
  • Usage Data
  • Diagnostics

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

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