Contacts Journal CRM (iPad) by zaal LLC (iPad)
(975)
Released: Apr 1, 2010
Version: 4.0
Size: 40 MB
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Ranking - Business (iPad)

Contacts Journal CRM (iPad)

zaal LLC
Contacts Journal CRM is a powerful tool that will transform your business and personal relationships: save notes of important meetings, set follow-ups, create custom fields, and attach important documents to each of your contacts. Carry your relationship history with you, wherever you go! Available on iPhone, iPad and Mac.

USE CONTACTS JOURNAL CRM TO:
• add value to your professional network
• track your customer and client relationships
• manage your sales pipeline
• be prepared for your next meeting
• track interactions with friends and family
• effectively manage tasks and appointments
• carry a virtual folder of documents with you
• keep a call log
• see a map of all your contacts, with color-coding options
• find contacts by name, groups, company, or address
• store important contact data using customizable User Fields
• setup email templates with merge tags to send personalized emails quickly

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

If 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.

KEY FEATURES:
• Import contacts directly from the Contacts app or from vCard files
• Create Private Contacts and Private Groups to keep information separate from your personal contacts
• Create email templates with personalization tags, to send prepared emails quickly but with a personal touch
• Define and create your own custom fields, and attach custom data for each contact
• Attach Documents over WiFi, through DropBox, or from other apps using "Open In"
• Import photos directly from Camera Roll
• Add appointments straight to the Calendar app
• 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
• Automatic data backups
• Pin-protection option to protect your data, using Apple's secure keychain services
• No recurring billing, no hosted service. Works offline!
• Featuring automatic, seamless syncing with iCloud across iPhone, iPad and Mac!
• Use DropBox to easily transfer data between iPhone, iPad and Mac
• Search for data from Spotlight search page
• Support for iPad Split-View multitasking (on supported devices)
• Drag-and-Drop files, documents and pictures from other apps (iOS-11 only)
• Drag-and-Drop emails from Mail.app, and URLs from Safari, and save them in Contacts Journal as ‘links’ (iOS-11 only)
• Drag text from other apps like Safari and Mail, and drop into a contact’s Logs or ToDos section to quickly create new notes
• Drag out files from the Files tab into other apps that support iOS11 Drag-and-Drop

ACCOLADES:
* Featured by Apple in "Start Your Business"
* Featured in the NYTimes article "Business Cards Give Way to Cellphone Apps for Networking"
* Forbes.com - 10 Best iPhone Apps for Business Networkers
* App Store Reviews: read reviews from satisfied customers!

Please note:
• iPhone and Mac version are sold separately
• We cannot access the contents of your messages, or access information about incoming calls or emails

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 4.0
SUPPORT FOR DRAG-AND-DROP ON IPAD:
- Drop multiple files or documents into the Files tab for any contact, from other apps including from Files, Photos, Mail attachments, and other supported apps!
- Dragging emails from Mail, and URLs from Safari, and save them in Contacts Journal as ‘links’
- Drag text from other apps like Safari and Mail, and drop into a contact’s Logs or ToDos section to quickly create new notes
- Drag out files from the Files tab into other apps that support iOS11 Drag-and-Drop


AND MORE:
- Fully compatible with iOS11
- Swipe on rows in Contacts, Logs, ToDos, and Files pages to see extended options (iOS11-only)
- “Import from iCloud Drive” now supports multiple file selection (iOS11-only)
- For Private Contacts with pictures, more efficient storage and syncing
- New option for directions when tapping on contact's pin in Map view
- Contact’s Info page now supports ‘copy’ of information like phone numbers, emails etc
- Support for Dropbox API update

Please Note:
- if you use Dropbox sync, you would need to update all your other devices to the latest version of the Contacts Journal apps
- please backup your data from the More -> Manage Data -> Backups page before updating to the latest version
- if you had any issue with the update, you can check your backups from More -> Manage Data -> Backups and use the (i) button to Restore (if iCloud sync is Off)
Screenshot #1
Our verdict: Good
  • ➜ Contacts Journal CRM (iPad) is a highly rated app (4-star).
  • ➜ Contacts Journal CRM (iPad) is currently ranked #59 in paid Business apps for iPad.
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