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
LOGS, TODOS AND FILES
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
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.
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.
Use our powerful “Create Contacts” page to efficiently add new contacts, as well as setup tags, tasks and custom fields, all on one page.
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!
• Share Extensions lets you add text and images from other apps
• Extensive support for Siri Shortcuts
• Add widgets to your home-screen
• Dark Mode
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
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
Please send us your suggestions and feedback at email@example.com
[NEW in 5.7.4]
- Bug Fixes.
[NEW in 5.7]
Selecting a pin on the Maps page will now show a more detailed, interactive page:
• quick-action buttons to let you call, email or message the contact, right from the Maps page
• new buttons to access frequently-used actions
• view and manage the contact's Tags list
Ratings and Reviews
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.
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!!
iCloud sync and Siri Commands
Auto sync with iCloud doesn’t work the way I would like it to work. I deleted contacts on phone app to 168 records. I Sync’d iCloud with google account to 168 records. When I used auto sync on this app it brings all my old deleted records back giving me a total of 216 contacts again even though I hand deleted these records on this CJ app too. Tech support was very responsive and gave me some work arounds and said they will provide some user options for syncing with iCloud in a future update. They didn’t have it set up to auto delete their app contact records to match iCloud for fear that you might also lose To-Dos, Logs and other information that is only in their app. Also, Siri add new contact doesn’t actually complete the action for me on my iPhone. Again, tech support has been very responsive to give me some things to try directly in the Apple Shortcuts app to get it to work right. Other than these issues I am extremely happy with all the capabilities of this Contacts Journal app and love the fact that this company is so responsive. Highly recommended you give this app a try.
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- zaal LLC
- 39.9 MB
- Requires iOS 13.1 or later.
- Requires iPadOS 13.1 or later.
- iPod touch
- Requires iOS 13.1 or later.
- Age Rating
- This app may use your location even when it isn’t open, which can decrease battery life.
- © zaal LLC 2021
- In-App Purchases
- Unlimited Personal Plan $24.99
- 1 User $9.99
- Unlimited Plan - Legacy User $0.00
- 5 Users $24.99
- 1 User $99.99
- 5 Users $249.99
- 20 Users $49.99
- 20 Users $399.99
With Family Sharing set up, up to six family members can use this app.