Contacts Journal Personal CRM 4+

Customer & Client Sales Notes

zaal LLC

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    • Ofrece compras dentro de la app

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Descripción

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, nurses etc.
• anyone who wants to improve upon their professional or personal relationships



KEY FEATURES:

IMPORT CONTACTS
You can import your contacts from the Contacts app, and the contacts data will automatically sync with the Contacts app

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.

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.

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

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.

ORGANIZE CONTACTS
Categorize and visualize your contacts list with Contact Tags, Favorite Contacts, Groups and Filters

BIRTHDAY REMINDERS
Easily setup birthday reminders for a contact

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.


UNLIMITED PERSONAL PLAN:
• The app is initially limited to 20 Logs, ToDos, Files, User 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
Privacy Policy: https://contactsjournal.zendesk.com/hc/en-us/articles/360015414291


Please send us your suggestions and feedback at support@zaal-llc.com

Novedades

Versión 6.0.3

* MAJOR REDESIGN *
- Contacts Journal v6.0 is a major milestone update
- The app has been redesigned for visual clarity, with an emphasis on readability and usability
- The tab switcher now looks much better and animates smoothly, especially on larger iPad screens
- 'Custom Fields' now has it's own tab on the contact's page

* CUSTOMIZABLE FONT SIZE *
- The app now uses the system font size by default, which you can increase as much as you want
- The text supports all accessibility settings, including "Bold Text", "Increase Contrast" and more

* FAVORITE CONTACTS *
- You can 'favorite' a contact to pin them to the top of the list

* BIRTHDAY REMINDERS *
- You can quickly add a birthday reminder for a contact, from the contact's action button, or from the Birthday field on the contact's Info page

* AND MORE *
- Files now has the option to display your list as a 'grid', and to change the sort options (and direction), right from the Files page
- You can right-swipe on a contact in the Contacts list to see options to "Add Log" and "Add ToDo"
- You can clear the app cache from the Backups list page
- The "Fields" tab lets you favorite/unfavorite a Field, or edit other properties of the Custom Field, directly from this page


[NEW in 6.0.3]:
- Completing a ToDo and choosing "Add Log" now brings up the Add Log page so it can be edited immediately
- Added "Copy Address" option when tapping on a contact's address from the Info page
- The 'Notes' field will always show on the contact Info page, even if it's empty
- Tapping on contact profile image on details page now brings up the "Edit Contact" page
- Performance improvements when switching between contacts



We hope you like this update. 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.

Eventos

Compras dentro de la app

Unlimited Personal Plan
Unlimited Personal Plan
Enable unlimited entries in Contacts Journal
USD 24.99

Privacidad de la app

El desarrollador (zaal LLC) indicó que, entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.

Datos no asociados con tu identidad

Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:

  • Identificado­res
  • Diagnóstico

Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

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