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Contacts Journal CRM Lite app for iPhone and iPad


4.0 ( 1760 ratings )
Business Productivity
Developer: zaal LLC
Free
Current version: 4.1.6, last update: 6 years ago
First release : 01 Nov 2011
App size: 46.25 Mb

Transform your relationships with your business and personal contacts: keep track of your past conversations, store important documents, and set up future follow-ups, for each of your contacts! Available on iPhone, iPad and Mac.

Please note:
• Contacts Journal Lite lets you enter up to 20 Logs, To-Dos and Documents.
• For unlimited entries, plus other features and all major updates, please purchase the paid versions of Contacts Journal
• iPhone, iPad and Mac Editions are all sold individually and separately

MANAGE KEY ASPECTS OF YOUR RELATIONSHIPS:
• build a history of interactions with your clients, customers, or any other contact
• carry important documents wherever you go
• manage tasks tied to specific contacts
• visualize your contacts on a map
• store important contact data using customizable User Fields

USE CONTACTS JOURNAL TO:
• add value to your professional network
• improve your customer and client relationships
• be prepared for your next meeting
• manage your sales pipeline
• keep a call log
• plan your sales trip around a particular area
• get the best out of your networking opportunities
• manage private contacts, separate from your Contacts app
• quickly find contacts by name groups, company name, address, or distance
• setup email templates with merge tags to send personalized emails quickly

OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• contractors
• portfolio managers
• organization leaders
• personal productivity hackers
• professional like lawyers, real-estate agents, teachers, nurses etc.

KEY FEATURES:
• Import contacts directly from the Contacts app or vCard files
• Create Private Contacts and Private Groups to keep information separate from your personal contacts
• Attach Documents over WiFi, through DropBox, or with "Open In"
• Import photos directly from Camera Roll
• Add alerts in Notification Center for important follow-ups
• Add appointments straight to the Calendar app
• Define and create your own custom fields, and attach custom data for each contact
• Call, SMS or email your contacts directly from the app
• See all your contacts and notes on a single Map view
• Export your data for reporting by email, CSV, AirPrint or even to your Contact notes field
• Create email templates with personalization tags, to send prepared emails quickly but with a personal touch
• Backup data using Wi-Fi or email
• Pin-protection option to protect your data, using Apples secure keychain services
• No recurring billing, no hosted service. Works offline!
• Automatic, seamless syncing with iCloud (paid-version only)
• Use DropBox to easily transfer data between iPhone and iPad devices, and for collaborating with other people (paid-version only)


ACCOLADES:
* Featured by Apple in "Apps For Business"
* Forbes.com - 10 Best iPhone Apps for Business Networkers
* OReillys iPhone Apps - Best App for Tracking Conversations
* CultofMac.com - "a brilliant contacts manager"

As long as you are someone who interacts with many people, professionally or personally, Contacts Journal will keep you on top of things. Don’t keep it all in your head, or locked up in a spreadsheet or legacy system – use Contacts Journal to track your interactions with the people who matter.

Please note:
• We cannot access the contents of your messages, or access information about incoming calls or emails
• You can easily transfer your data from the Lite version to the Paid version, using the Save To DropBox and Fetch from DropBox functionality. Please contact us if you need any help with this.


Please send us your suggestions, and tell us what new features you would like to see. Contact us at [email protected]

Pros and cons of Contacts Journal CRM Lite app for iPhone and iPad

Contacts Journal CRM Lite app good for

Ive been a hairstylist since 2008. This Application is awesome for client information... contacts, color formulations and for products
Nice app. But as soon as I saw the upgrade price I deleted it. Ive already got Bento.
I have been using this for a while now and it is totally worth the price. Suggestion: in the ToDos, it would be nice to include a Follow-up option in the rolling menue. The options offered in this rolling menu are just off a bit for my humble needs (Sales warrior). I I open my quotes from Quick Sale in Cjournal and add it to a certain customer, it would be just perfect to assign a follow-up. Great Job Team!
Its not bad and getting better slowly. Things that would be nice to add are. - Cloud documents access for emailing. - Make document attachment easier, when emailing documents to someone, why would I need access to other peoples files? Make access default to this contact only. Its easy to screw up and attach something else, privacy issue. - Also, why default Apple Mail client only? Not all people use this poor app. There are others, much better. - I keep getting to do notifications for past events, even when clearing those. Bug? Thanks for developing this. Its getting better. Keep up good work.
Appe well done and organized! One of the best if you serach something to manage contacts and their activities. But 20€ for the promversione is really too much. Im sorry for that.

Some bad moments

With me as soon as I open the app, the screen is pitch black and I cant do anything.
It looks like it would be a good app, its just way overpriced
Only allows a very small amount of testing before demanding you pay $19.99 to upgrade to full version. The app itself is definitely not worth the ridiculous price tag these greedy developers have affixed to it. Not impressed.
I simply cannot figure out how to create a private group of contacts that don’t show up in my phone contacts list. Frustrating.
Dont like the way it syncs. When a contact is edited in contacts it doesnt make the change in cjournal. When syncing iPhone & iPad - I end up with duplicates and triplicates.
So I downloaded the free version of this app to take it for a test drive... I was aware that one could import ones Contacts into the program BUT IT REQUIRES access to your Contacts to even create a new contact within this App... WHAT??? I wasnt thrilled with the separate Apps for iPhone and iPad, then to read that there is no syncing between the two Apps (why pay extra if the two apps cant share data?), and now they REQUIRE access to my Contacts in order to even create a customer within this App??? No Thank You... DELETED!!! So glad I discovered this prior to dropping $10-$30 on this App.

Usually Contacts Journal CRM Lite iOS app used & searched for

microsoft teams, microsoft team, business contacts, microsoft dynamics crm, linkedin groups, and other. So, download free Contacts Journal CRM Lite .ipa to run this nice iOS application on iPhone and iPad.