Contacts Journal CRM For Mac Free Download v3.3.12 Best Customers and Clients Manager For MacOS X. Download Best Customers and Clients Manager App For MacOS X. Contacts Journal CRM Can Transform your business, professional and personal relationships with Contacts Journal CRM. Contacts Journal is an intuitive and easy-to-use CRM system packed with powerful features that enable Contacts Journal CRM to function just as quickly as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter. Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files. Extend the app by defining and building your custom fields. Add colour-coded Tags to categorize and visualize your contacts list easily. Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also colour-code the pins for each connection. You can easily import your contacts from the Contacts app or a CSV file. Use our powerful “Create Contacts” page to efficiently add new touches and set up tags, tasks, and custom fields on one page. Create email templates with personalization tags to send prepared emails quickly but with a personal touch. Contacts Journal For Teams requires a monthly or annual subscription purchased through the app. The subscription will automatically renew unless cancelled within 24 hours before the end of the current period. Payment will be charged to iTunes Account at confirmation of purchase. Subscriptions mayThe user and auto-renewal may manage subscriptions by going to the user’s iTunes Account Settings after purchase. Any unused portion of a free trial will be forfeited if you purchase a subscription. I travel to meet up with clients quite a bit. I was using a routing program ($70 per month) combined with Microsoft one note and keeping track of a spreadsheet of visits with customers to turn in for my reporting. Also, Check out Navicat Premium Essentials For Mac.
I did find that some CRMs have add-ons that allow you to do the routing, but I didn’t want to spend $150 a month. $70 was justifiable; I could save that in gas. I’m just that “cost-conscious “. I found this . “gram. Contacts Journal CRM easily allows me to do everything I need for a 1-time purchase of $25. After I imported My list of prospects into my contacts, the program informed me they were new contacts to import. I could go in and choose who I wanted to import, make custom fields for information that I needed for each contact, and it automatically mapped them for me. Contacts Journal CRM didn’t give me auto-routing, but I’m OK with that. Everything I do can be logged or attached to each contact. I can schedule follow-ups, attach quotes and documents, and have the information immediately available if the company asks me. Unfortunately, the only desktop available desktop version doesn’t help me as I have to use windows. Still, I have this program available on both my iPad and iPhone, and I can always export the information if I need it to an Excel spreadsheet. My small company didn’t have a CRM when I came on board from a large corporation. I got tired of handwriting my call notes on file folders after each sale call, after each customer visit, and then having to re-type a week’s worth of sales again call notes to turn in to my boss. After downloading ten 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, and add a “colour 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. The best part is, at the end of the week, I can just “Export” and can sort by date, logs, and the 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 encouraged the other reps to download and use this app, and they will reimburse them. It’s an efficient tool—the best $25 ever spent. Auto sync with iCloud doesn’t work the way I would lhowtacts Journal CRM to work. I deleted contacts on the phone app to 168 records. I Sync iCloud withSyncogle account to 168 records. When I used auto sync on this app, it brought all my old deleted records back, giving me a total of 216 contacts again, even though I hand-deleted these records on this CJ app too. Tech support was very responsive, gave me some workarounds, and said they would provide valuable options for syncing with iCloud in future updates. They didn’t have it set up to auto-delete their app contact records to match iCloud for fear that you might also lose To-Dos, Logs, and other information only in their app. Also, Siri adding new contact doesn’t complete for me on my iPhone. Again, tech support has been very responsive to giving me some things to try directly in the Apple Shortcuts app to get it to work. Other than these issues, I am thrilled with all the capabilities of this Contacts Journal app and love that this company is so responsive. Highly recommend you give this app a try. This app is fantastic. I own a 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 touchpoints, record time and keep track of correspondence sent to and received from clients. The ability to set up email templates helps me seamlessly integrate my business email accounts (Google Business) and this app. Most importantly, I don’t just look on top of my game when interacting with clients; I can perform more efficiently and effectively as a small business since I integrated the various tools of Contacts Journal CRM into my workflow. I Love the app so much that I purchased versions for my MacBook, iPad, and iPhone. The developers are very responsive and provide timely feedback and instructions to help users maximize the app’s full functionality. WorthTheInvestmet.
The FEATURES Of Contacts Journal CRM For Mac:
- LOGS, TODOS, AND FILES: Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files.
- CUSTOM FIELDS: Extend the app by defining and creating your custom fields.
- CONTACTS TAGGING: Add colour-coded Tags to easily categorize and visualize your contacts list.
- MAP YOUR CONTACTS: Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also colour-code the pins for each connection.
- IMPORT CONTACTS: You can easily import your contacts from the Contacts app or a CSV file.
- CREATE CONTACTS: Use our powerful “Create Contacts” page to efficiently add new contacts, as well as set up tags, tasks, and custom fields, all on one page.
- BUSINESS CARD SCANNER [requires a Teams plan]: Quickly convert business cards into contacts.
- EMAIL TEMPLATES: Create email templates with personalization tags, to send prepared emails quickly but with a personal touch.
- SEAMLESS, AUTOMATIC SYNCING: Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac using your iCloud account. It works excellently when offline as well.
- Share Extensions lets you add text and images from other apps.
- Extensive support for Siri Shortcuts.
- Add widgets to your home screen or lock screen.
- Charts to visualize your progress.
- Dark Mode.
- Group Emails.
How to Download and Install Contacts Journal CRM into macOS:
- First, click the below red Download button and shift to the Contacts Journal CRM For Mac Page download.
- You will have Download Contacts Journal CRM For Mac links and other Instructions on Download Page.
- Please follow the step-by-step guidelines and install your Software into your MacOSX.
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