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Tech support was very responsive and gave me some work arounds and said they will provide some user options for syncing with iCloud in a future update. When I used auto sync on ContactsJournalCRM it brings all my old deleted records back giving me a total of 216 contacts again even though I hand deleted these records on this CJ app too. I Sync’d iCloud with google account to 168 records. I deleted contacts on phone app to 168 records. Best $25 ever spent!!Īuto sync with iCloud doesn’t work the way I would like it to work.
#Contacts journal crm mac review download
I love ContactsJournalCRM!! My company has encourage the other reps to download and use ContactsJournalCRM and they will reimburse them. It’s complete with all customer information and I can also schedule a follow up or “To Do” for each call that notifies me when due or past due. my entire week of sales call notes to my boss by email. Best part is, at the end of the week, I can just “Export” and can sort by date, logs, etc. Now, I log notes after each sales call, can attach a picture or quote (pdf) to the account profile and or log notes, edit, add or delete important information to review before each sales call, add a “color tag” to each account, to visually see when I’m scrolling through customer list, who is a Prospect, Existing, Cold Call or No opportunity customer.
#Contacts journal crm mac review trial
I got tired of hand writing my call notes on file folders after each sales call, after each customer visit and then have to re-type again, a weeks worth of sales call notes to turn in to my boss.Īfter downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for.
My small company didn’t have a CRM when I came on board from a large corporation. Customer Support: Contact for suggestions and feedback. Terms of Service and Privacy Policy: Available on the app's website. 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, and business card scanner (requires a subscription). To add unlimited entries, purchase the Unlimited Personal Plan. Unlimited Personal Plan: The app is initially limited to 20 Logs, ToDos, Files, Custom Fields, etc. Great for Privacy: No account signup needed, and your data is always under your own control. Powerful Share Extensions, Siri Shortcuts, Widgets, Charts, Dark Mode, and Group Emails. Seamless, Automatic Syncing: Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac. Email Templates: Create email templates with personalization tags to send prepared emails quickly with a personal touch. Business Card Scanner: Quickly convert business cards into contacts (requires a Teams plan). Create Contacts: Efficiently add new contacts, setup tags, tasks, and custom fields all on one page.
Import Contacts: Easily import your contacts from the Contacts app or a CSV file. Map Your Contacts: Automatically geo-code your contacts' addresses and place them on the map view. Contacts Tagging: Add color-coded tags to easily categorize and visualize your contacts list. Custom Fields: Define and create your own custom fields to expand the profile of your contacts. You can follow me on Twitter love your feedback and thoughts.- Logs, Todos, and Files: Keep notes for each meeting, create follow-ups and reminders, and attach images and documents. I am an indie developer for the past 10 years, who started out with the Contacts Journal app for iOS, and added a Mac app a few years ago.
#Contacts journal crm mac review update
#Contacts journal crm mac review professional
Contacts Journal helps you manage your business, professional and personal relationships, by letting you keep track of converations, set reminders for follow-ups, organize and categorize your contacts list, see contacts on a Map view, and more. I just launched a major update to my app, "Contacts Journal CRM" on the Mac App Store.
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