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 [email protected]
Great tool!
Great app, I've used it now for a little over a year managing 150ish customers through 8 states. They developer does a great job and continually updating it so it's more user friendly and has better features. Overall, great app and highly recommend if you're like me and struggle with organization. The notifications and structure to CJ CRM is great for staying efficient and up to date with missing a beat.
CJ is Great for Real Estate Agents!
I use it to keep leads contacts separated from my actual contacts.. You can log, add todos, upload files.. it's just Great! without having to pay a subscripiton! Note you can get your own CRM for your drip campaigns, this is NOT a CRM, it's.a journal for your contacts!
B2C not B2B friendly
This app has a lot and is missing a lot. It is expensive considering that it is not a full cuntion CRM or full function contact app. The App needs more control over field displayed and field avaialble. The app also does not work well without the contacts being in the apple contacts app. For the cost this app should be able to function as a standalone app with all data internal. I have attempted to move my contacts all to private but this has to be done one contact at a time. There is a lot of potential but more development needed to be considered a full local CRM.
EXCELLENT CUSTOMER SERVICE
My program developed a small problem and I notified the developer. I had a rely within an hour and there was an update on this site within 12 hours. Excellent communication! Thank you very much.
files
it would be nice to see a log entry when a file is shared via an email.
Simply the best!
I literally bought a mac just so I could use this program. I am not kidding.
My favorite CRM
14 years in real estate and this is the best CRM I've ever used. Simple but with everything I need, it makes my life so much easier. With a lot of them you have to pay every month and this one is just one time purchase and they keep updating it all the time. I've been using it for 6 years and I love it.
[v3.2.5] - Fixed issue with app crash on macOS11 devices [v3.2.0] - You can now import CSV files to import contacts information quickly and efficiently. If you enjoy the updates, please 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. If you have any questions or concerns, please email us at [email protected]
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