Contacts Journal CRM

My small company didn’t have a CRM when I came on board from a large corporation. 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. After downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for. 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. Best part is, at the end of the week, I can just “Export” and can sort by date, logs, etc. my entire week of sales call notes to my boss by email. 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. I love this app!! My company has encourage the other reps to download and use this app and they will reimburse them. It’s an efficient tool. Best $25 ever spent!!

This app is amazing. I own an small event planning and design company and use Contacts Journal CRM as my go to app for CRM. This app keeps me organized. I use the app to record client touch points, to record time, and to keep track of correspondence sent to and received from clients. The ability to set up email templates helps me to have seamless integration between my business email accounts (Goggle Business) and this app. Most importantly, I don't just look on top of my game when interacting with clients, I actually am able to perform more efficiently and effectively as a small business over since I integrated the various tools provided by Contacts Journal CRM into my workflow. In fact, I Love the app so much, I purchased versions for my Macbbok, iPad and iPhone. The developers are very responsive and provide timely feedback and instructuins to help users maximize the full functionality of the app. #WorthTheInvestmet.

Very well thought out. Relatively easy to use. Very flexible and will customize to the way you work with flexibility in adding custom fields. Export function is terrific. Output any section by contact to email, print etc. love the contact sync function with apple contact app. Keeps it all tidy. Logging to to multiple contacts is sweet. Just some ideas. Device sync in iCloud a bit sketchy. Haven’t got it to work. Manual sync with Dropbox is not appealing. Template merge is good. Would like to see the log heading appear first and not “template”. Would like output/share option to either log or file. Need to have option to place subject line or heading in log share. Now you need to add this on top line of copy/ share sequence. Be nice to have shortcut in todo to be able to add (temporarily) task to my todo day today, without rolling/changing date to today. Worth the money if you’re serious about organization and contact management. Like an admin in your pocket. Highly recommend.

I have had this APP for years since I entered the IPAD world. In my business having a good contact app is good a thing as a consultant. I normally would use my Calendar and a note app for business notes and follow up. Over the last year, I have watched many updates to this app but I never really used it until recently. I was amazed and it has become primary app for client contact, notes, follow up. The reason why I like it more now, it is simple to use and it does what it suppose to do quickly. the split screen function is a winner because I can use my calendar and this app to update my notes while looking at my calendar. then i find out I can add documents, email links as a split screen option and it just get better and better. Now my contacts, logging and follow up workflow is better organized and look forward in using this app going forward for a long time.

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I’ve tried several personal and business CRM apps and this one is the most simple to use. I really like the export feature so I can see all my logs for each person on one sheet. The map tab is really cool to see where contacts are, really nice when traveling and realizing there’s someone nearby you can meet for a quick meeting or meal. Also like that it syncs across my Mac, iPad and iPhone. My biggest problem is...It’s so ugly! You’re unable to change font color, sizes, type face, etc. From what I’ve read in the reviews, the app has looked the same for years. Exporting creates a PDF that I think is Times New Roman. Bleh! The most annoying part is the profile fields on the Mac version only shows one line so if I type something long, I can only view it on my iPhone. I also stopped using the To Do list because when I linked it to my calendar, the only option for time is a start and end date, no all day feature. Now I use Fantastical for tasks. The app also duplicates my contacts. Some kind of glitch from the Apple Contacts. Apparently, Apple combines Google and iCloud profiles for convenience. But this app creates two profiles. So I had to go through and unlink Google, delete the profile in Contacts, then go back and delete the duplicate from the app. Overall, good app that I’ll use until I find something better.