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I really love this feature while building communication with clients. I can also attach emails from that client and PDF's etc.

#Contacts journal crm pc free#

For instance I like to use pad and paper at client meetings, I then summarize my meeting in LOGS but also snap a photo of my meeting notes and just drag the image from iPhoto to the attachments tab for reference, then I can go paper free and dump the paper version. Giving 5 stars because the entire baseline is great, easy to look at, easy to use. There is nothing better than staying organized and it shows big time to clients when you do. I have all types of clients and project types and was looking for an app that I could keep project planning and ongoing work straight.

#Contacts journal crm pc full#

I work full time doing mostly commercial work.

#Contacts journal crm pc professional#

I will preface this that I am a solo professional photographer.

#Contacts journal crm pc download#

Contact us at Download for MacOS - server 1 -> $49.99 Please send us your suggestions, and tell us what new features you would like to see.

Try out our Lite version of Contacts Journal Mac app to see if it fits your need now available from our website Terms of Service:.

Contacts Journal for iOS is sold separately.

anyone who wants to improve upon their professional or personal relationships.

professionals like lawyers, real-estate agents, teachers, nurses etc.

You can use the Mac app to join an existing team that you created yourself, or were invited to.

Create multiple teams to share different information with different usersĬontacts Journal for Teams subscription is available through the Contacts Journal iOS app.

Real-time, automatic syncing between multiple users.

Share your Contacts Journal data with others using iCloud accounts.

No account signup needed! Your data is always under your own control, and we don't have any access to it. 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!Įnable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac, using your iCloud account. Run Contacts Journal actions from the Shortcuts app. This also works with email “templates”, so each group member can have their own personalized email. Your contacts data will automatically sync with the Contacts appĬreate email templates with personalization tags, to send prepared emails quickly, but with a personal touch You can quickly import your contacts from the Contacts app, or from a CSV / Excel file. You can also color-code the pins for each contact.Īdd color-coded Tags to easily categorize and visualize your contacts list Your contacts’ addresses are automatically geo-coded and placed on the Map view. 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.Įxtend the app by defining and creating your own custom fields, and attaching custom data for each contact. 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. quickly send personalized emails with Email TemplatesĬontacts 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’. visualize and categorize your contacts list, with support for Contact Tags, Groups and Filters see your contacts on a Map view, to easily navigate your surroundings attach images, files, or scanned documents that are relevant to the contact or meeting create Custom Fields to expand the profile of your contacts set reminders and followups for future meetings keep track of conversations for each contact, so you’re prepared for the next meeting

What does Contacts Journal: CRM do? Contacts Journal CRM is an app that will transform your business, professional and personal relationships!