Contacts Journal CRM

Name: Contacts Journal CRM
Rating: 4.7 (2251 reviews)
Author: zaal LLC

Manage Customers and Clients

Free · In‑App Purchases

2.3K Ratings
Ages

4+
Years
Category

Business
Developer

zaal LLC
Language

EN
English
Size

72.7
MB

Transform your business, professional and personal relationships with Contacts Journal CRM. With Contacts Journal, you can: - Keep a record of conversations with each contact, so you’re prepared for your next meeting - Schedule tasks, reminders and follow-ups for future meetings - Manage your clients and customers with Tags, Groups and Filters - Attach images, receipts, invoices or files relevant to each contact or meeting - Map your contacts to find opportunities around you - Keep a private address book - Draft emails with AI, or send personalized emails with Email Templates 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 • client relationship managers • 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 IMPORT CONTACTS You can easily import your contacts from the Contacts app, or from a CSV file ORGANIZE CONTACTS Categorize and visualize your contacts list with Contact Tags, Favorite Contacts, Groups and Filters DUPLICATE DETECTION AND MERGE Detect and merge duplicate contacts CUSTOM FIELDS Extend the app by defining and creating your own custom fields 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 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 Use CloudSync for seamless syncing between iOS and Mac apps via iCloud. Works great offline too! 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 Personal Plan is a one-time purchase • The Contacts Journal Mac app is a separate download • You can purchase the "Unlimited Combined Plan" to unlock both iOS and Mac apps together 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

Ratings & Reviews

4.7

out of 5

2.3K Ratings

This is a fantastic tool if you don’t need all the extra capabilities of a true CRM!
07/09/2020

Mjuge
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.

Developer Response
Thank you so much for your detailed review! We're thrilled to hear that our app has streamlined your client visits and saved you money. We're continuously working to improve, and your feedback about a Windows version is valuable. Stay tuned for future updates, and happy traveling!
This is a fantastic tool if you don’t need all the extra capabilities of a true CRM!
07/09/2020

Mjuge

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.
Developer Response 07/08/2024
Thank you so much for your detailed review! We're thrilled to hear that our app has streamlined your client visits and saved you money. We're continuously working to improve, and your feedback about a Windows version is valuable. Stay tuned for future updates, and happy traveling!
Wow what a life saver
04/05/2023

tiggy 58
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.

Developer Response
Thank you so much for your wonderful review! We’re thrilled to hear that our app is making your work more efficient and productive. It’s great to know that features like client location, quick communication, email templates, and contact recording are helping you stay organized and on top of your sales. We’re glad you find the app reasonably priced and beneficial. Thanks for recommending our app to others and for sharing your positive experience!
Wow what a life saver
04/05/2023

tiggy 58

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.
Developer Response 07/08/2024
Thank you so much for your wonderful review! We’re thrilled to hear that our app is making your work more efficient and productive. It’s great to know that features like client location, quick communication, email templates, and contact recording are helping you stay organized and on top of your sales. We’re glad you find the app reasonably priced and beneficial. Thanks for recommending our app to others and for sharing your positive experience!
Perfect CRM!!!! Love it!!
12/14/2020

Wolfydude
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!!

Developer Response
Thank you for your fantastic review! We’re delighted to hear that our app has made your sales process so much more efficient and helped streamline your workflow. We’re also thrilled that your company supports and encourages the use of our app among other reps. Thanks for choosing our app and for sharing your positive experience!
Perfect CRM!!!! Love it!!
12/14/2020

Wolfydude

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!!
Developer Response 07/08/2024
Thank you for your fantastic review! We’re delighted to hear that our app has made your sales process so much more efficient and helped streamline your workflow. We’re also thrilled that your company supports and encourages the use of our app among other reps. Thanks for choosing our app and for sharing your positive experience!
iCloud sync and Siri Commands
07/20/2020

garythelazy
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.
iCloud sync and Siri Commands
07/20/2020

garythelazy

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.

[NEW in 6.6.3] • Bug Fixes [NEW in 6.6.0] • Custom Fields now includes 'Checkbox' and 'Multiple Selection' options • Selecting Custom Fields to add to contacts has an updated look and is now searchable • The Add Custom Fields page has also been updated visually • Assigning tags to contacts is now easier with a searchable list • The ToDos list now includes a 'Today' section to surface your most relevant tasks • Logs and ToDo tabs now open much faster, even for large data sets At first launch, this update will backup your data and then perform some maintenance work to improve performance and support future enhancements. This should only take a short amount of time and we strongly recommend updating the app on all your other devices as well. If you run into any issues or have any questions or concerns, you can email us at support@zaal-llc.com We hope you like the updates. Please let us know what you think. 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