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
App's data is regularly updated.
Last update:
[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 New 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.