Contacts Journal CRM is a powerful tool that will transform how you manage your business and professional relationships: save notes of important meetings, set follow-ups, create custom fields, attach important documents to your contacts, and much more. If you are someone who interacts with many people, professionally or personally, Contacts Journal will help keep you on top of everything. Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal to track your interactions with the people who matter. USE CONTACTS JOURNAL CRM TO: • keep track of your relationships with customers, clients or professional acquaintances • manage your leads and sales pipeline • add value to your professional networking • be prepared for your next meeting • share data and collaborate on your CRM with colleagues with Contacts Journal For Teams! 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 CREATE NEW CONTACTS Use our powerful “Create Contacts” page to quickly and efficiently add new contacts, and setup various triggers, all on the same page. Create Private Contacts to keep information separate from your 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. For e.g. you can create fields like “Account Number” or “Account Status”. EMAIL TEMPLATES Create email templates with personalization tags, to send prepared emails quickly but with a personal touch 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. Only the person creating a team needs to purchase a subscription; team participants can join a team for free. Contacts Journal CRM subscriptions 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
