Contacts Journal - Professional CRM Screenshots

Description

Transform your professional, business and personal relationships with Contacts Journal - Contacts Relationship Management (CRM) software which helps you store important documents, keep track of your past conversations, and set up future follow-ups, for each of your contacts.

* Featured by Apple in "Apps For Business"
* Featured by Apple as a "Staff Favorite"
* Forbes.com - 10 Best iPhone Apps for Business Networkers
* O'Reilly's iPhone Apps - Best App for Tracking Conversations
* CultofMac.com - "a brilliant contacts manager"

Your day is full of meetings, phone calls and emails with so many people clients, colleagues, customers. How do you remember who you talked to, what you discussed, and when to follow-up? Organize and track it all with Contacts Journal.

Contacts Journal is a powerful Contacts Relationship Management (CRM) system built specifically for mobile use, and integrates with the best technologies that iPhone and iPad have to offer:

Import contacts directly from the Contacts app, and keep contact information in-sync
Log all your interactions with your contacts; review them to prepare for the next meeting
Add To-Dos for your contacts to remind yourself of important upcoming events and follow-up steps
Attach Documents and media files to contacts, and view / watch / listen to them later
Filter data by contact groups. Use groups from the Contacts app, or create and manage Private Groups within the app
Call, SMS or email your contacts directly from the app
Attach location data to your Logs and ToDos, and view them all on a map
View all your Logs and To-Dos across all contacts, sorted by date, or view them on a calendar
2-way sync between ToDos and the Calendar app. Set meetings from within the app, then edit from anywhere (including Outlook)
Export your data for reporting by email, CSV, AirPrint or even to your Contact notes field
See all your contacts on the Map View, and get directions from your current location
Use DropBox to easily transfer data between iPhone and iPad devices, and for collaborating with other people (iPad Edition is sold separately)
Use Siri Dictation to speak your notes instead of typing (for the new iPad and iPhone 4S only)

Contacts Journal works great for:
customer management for small businesses
managing your sales pipeline
tracking conversations with your clients
keeping a call log
business networking
professionals like corporate executives, lawyers, real-estate agents, teachers, nurses etc.
keeping a history of interactions with your friends and family

As long as you are someone who interacts with many people, professionally or personally, Contacts Journal will keep you on top of things. Dont keep it all in your head use Contacts Journal to track your interactions with the people who matter.

Other Contacts Journal Features:
- Pin-protection option to protect your data, using Apple's secure keychain services
- Backup data using Wi-Fi or email
- Restore data from earlier backups
- Create Private Contacts and Groups that are only saved and visible inside Contacts Journal
- Access contacts Address Book page from within app, and edit contact details
- Set alarms and repeating events for ToDos, and sync ToDo directly to your Calendar
- Contact support for help and reporting problems, using in-app email
- FAQ page to help you get started.

Please note:
iPad Edition is sold separately
We cannot access the contents of your messages, or access information about incoming calls or emails
There is a bug with the Convert functionality that converts a Private Contact to the Address Book (and vice versa). It doesn't save the notes field when you do the transfer, and the note will get lost. We will be fixing this in our next update

Please send us your suggestions, and tell us what new features you would like to see. Contact us at support@zaal-llc.com

What's New in Version 3.0

[NEW] Attach Documents to Contacts

- Attach documents to your contacts, and view them in the app
- Import documents from your computer over WiFi, email, DropBox app, or any other app that supports ‘Open With...’. See FAQ for more details
- View documents, presentations, PDFs, music and videos within the app (iOS-supported formats only)
- View list of all documents from More -> Manage Documents
- Documents are saved and fetched from DropBox in the background, even if you exit the app

Others

[NEW] iPad Retina support
[NEW] View and change a contact’s group membership easily. Press and hold the contact’s row from the Contacts list, and select “Groups” from the menu to bring up contact’s Group Membership page
[NEW] Map View: tapping on green Contact pin now brings up option to view contact’s page, or get directions to contact address
[Bug Fix] Swipe-to-delete supported again for Contacts list. Removed Delete option from context menu to avoid accidental loss of data.
[Bug Fix] First few images in contacts list weren’t loading up
[Bug Fix] Formatting of notes field preserved when emailing note
[Bug Fix] Fixed some crashes when viewing contact’s detail page

Please support the development of the app by leaving a review in iTunes and recommending us to your friends and colleagues. Each review matters a lot to us, and helps us improve our app. Please update your review if you have already left one!

If you have any comments or suggestions, please email us at support@zaal-llc.com

Customer Reviews

nice work (5 stars)
I've got approx 350 clients I keep track of. this has been a great tool for tracking appointments and conversations.
love that I can pull up map of area I'm in and see nearby clients to visit before I leave an area. app has paid for itself
many times over.
now- ive got ability to save files with contact info and you get all stars plus !!!

Great Customer Tracking Tool (5 stars)
I purchased this app a while ago and it has been great for tracking my sales customers and any contact I have with them. I especially love the export feature since I can easily send my weekly activity to my boss with a couple of taps on the screen. Overall, I give this app 5 stars and would definitely recommend.

Great app! (5 stars)
Just what I need to take notes on my calls!

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