1. 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.
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2. 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’.
Mac-Based CRM Solutions. Several vendors in the market have developed Mac-based CRM solutions, which are built to run natively on the Mac operating system. These systems borrow from the existing infrastructure of a Mac operating system, resulting in a user interface that is similar to the one Apple users are already familiar with. Daylite for Mac. (327) CRM & Project Management for teams of 1-100 that use Macs. $24 per month per user billed annually. $29 per user per month billed monthly. Includes free 30-day trial with unlimited features. Read more about Daylite for Mac.
3. Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac, using your iCloud account.
4. 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.
Features and Description
Key Features
Latest Version: 2.3.4
What does Contacts Journal CRM do? 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 TemplatesContacts 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 FILESKeep 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 FIELDSExtend the app by defining and creating your own custom fields, and attaching custom data for each contact.EMAIL TEMPLATESCreate email templates with personalization tags, to send prepared emails quickly, but with a personal touchGROUP EMAILSSend email to groups of contacts. This also works with email “templates”, so each group member can have their own personalized email. MAP YOUR CONTACTSYour contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact.CONTACTS TAGGINGAdd color-coded Tags to easily categorize and visualize your contacts listIMPORT CONTACTSYou can import your contacts from the Contacts app, and the contacts data will automatically sync with the Contacts appSEAMLESS, AUTOMATIC SYNCINGEnable 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 PRIVACYNo 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 usersContacts 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 relationshipsPlease 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.comTerms of Service: https://contactsjournal.zendesk.com/hc/en-us/articles/360015780571Privacy Policy: https://contactsjournal.zendesk.com/hc/en-us/articles/360015414291Please send us your suggestions, and tell us what new features you would like to see. Contact us at [email protected]
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