• Home
  • About
  • Advertise
  • Contact
  • Team
  • Featured Reviews

Subscribe to Updates

Get the latest creative news from FooBar about art, design and business.

Facebook Twitter
  • Contact
  • Archive
Facebook Twitter
MacSourcesMacSources
Subscribe
  • APPS
    Themify - Widget & Icon Themes for iOS
    88

    Themify – Widget & Icon Themes for iOS 2022 REVIEW

    August 5, 2022
    Jettison for Mac
    98

    Jettison for Mac 2022 REVIEW

    July 27, 2022
    ScreenFlow 10 Video Editor for Mac
    9.8

    ScreenFlow 10 Video Editor for Mac 2022 REVIEW

    July 18, 2022
    Boom 3D for Mac
    90

    Boom 3D for Mac 2022 REVIEW

    July 13, 2022
    Dropover Mac App
    100

    Dropover for Mac App 2022 REVIEW

    July 5, 2022
  • REVIEWS
    • Accessory
      • Cases
      • Charging
      • Docks
      • Earbuds
      • EDC
      • Headphones
      • Photography
      • Bags
      • Batteries
    • Cables
      • Computers and Tablets
      • Screen Protectors
      • Data Storage
      • Displays
      • Keyboards
      • Gaming
      • Microphones
      • Networking
      • Printers
    • Smartphone
      • Speakers
      • Smart Home
      • Health and Wellness
      • Home Goods
      • Office
      • Personal Vehicles
      • Security
      • Smart Locks
      • Wearable
  • BLOG
    Shop Local

    Why it’s not always great to shop local

    June 13, 2022
    Ukraine-Flag

    MacSources Stands with Ukraine

    March 1, 2022
    PC gaming

    Top Games To Play On A Mac

    February 15, 2022
    Mailbutler Founder Interview

    10 Questions Asked of Mailbutler Founder, Tobias Knobl During Honest Interview

    February 2, 2022

    Apple Pays Tribute to Steve Jobs on the 10th Anniversary of His Death

    October 5, 2021
MacSourcesMacSources
Home»Featured»Apps»Contacts Journal CRM
Apps

Contacts Journal CRM

RobynBy RobynFebruary 16, 2015Updated:April 15, 2020No Comments5 Mins Read
Facebook Twitter Pinterest LinkedIn Tumblr Email
Contacts Journal CRM
Share
Facebook Twitter LinkedIn Pinterest Email Reddit

Contacts Journal CRM is a powerful tool that will change the way you do business.

ContactsJournal-5
Click to Enlarge.

A couple of years ago when I was working for a nonprofit organization, I learned about the importance of CRM, or Customer Relationship Management, software. A good CRM will help you to manage not only your contacts, but also and more importantly, your interactions with those contacts. By managing your interactions, you can also segment your marketing tactics and maximize your customer service structure to best serve your clients and customers. At MacSources, we recently began searching for a CRM app that would work on Mac as well as iOS devices. We found a great solution in Contacts Journal CRM.

Click to Enlarge.
Click to Enlarge.

Contacts Journal is a powerful CRM that allows you to load contacts from your Contacts app on your Mac and then add notes, create follow-up meetings, and attach important documents to any of your contacts. Some of the key features of Contacts Journal include:

  • Importing contacts directly from the Contacts app
  • Creating Private Contacts and Private Groups to keep information separate from your personal contacts
  • Attaching Documents to Contacts; over WiFi, through DropBox, or from other apps using “Open In”
  • Defining and create your custom fields, and attach custom data for each contact
  • Adding alerts in Notification Center for important follow-ups
  • Adding appointments straight to the Calendar app
  • Calling, SMS or emailing your contacts directly from the app
  • Seeing all your contacts and notes on a single Map view
  • Exporting your data for reporting by email, CSV, AirPrint or even to your Contact notes field
  • Works offline!
  • Uses DropBox to easily transfer data between iPhone and iPad
  • Featuring automatic, seamless syncing with iCloud! (iOS6 and above)
Click to Enlarge.
Click to Enlarge.

There were a couple of things that I noticed about Contacts Journal right off the bat. First of all, the only way to import contacts is through the Apple native Contacts app. When you export though, you do have the option to export a csv file. Aside from mass importing, you can create individual contacts within Contacts Journal. Another thing I noticed quickly is that in order to keep contact information in separate groups you have to create a Private Contact within the app or create a Public Group, which is available in both the iOS and Mac versions. Both options sync directly with the Contact app with only one limitation – you can’t use “Private Contacts” within a Public Group.

Plus, when importing contacts, you have to select them as one large group or individually; you can’t just select one of your organized groups from the Contact app and move it over. This was a little disappointing to me because I like to have a clear division between personal and professional contacts and Contacts Journal doesn’t seem to give me an easy way to do that. All the contacts are co-mingled. Despite that bump in the programming, I found it very easy to find contacts and add information to them.

Click to Enlarge.
Click to Enlarge.

Once you have your contacts imported into Contacts Journal, the functions are fairly self explanatory. Each contact has five tabs – Logs, ToDos, Files, Fields, and Info. You have the ability to record notes from meetings, create and send ToDo items to contacts, add files under a specific contact and editing their contact information directly in the app. Those changes get immediately updated in your Contacts app, too.

One feature that I was particularly interested in was the syncing between the Mac app and the iOS version. Contacts Journal offers two different ways to sync. First is through iCloud and the other is by using Dropbox. I opted to sync through Dropbox and the process was very easy. You first have to allow both version of the app to access your Dropbox account. Then, you simply save your data to Dropbox and ‘fetch’ it from storage when you want to sync any changes between devices. It works very well and even though it’s not an automatic syncing process, it worked flawlessly.

Click to Enlarge.
Click to Enlarge.

In an effort to keep contacts organized and clients happy, you should give Contacts Journal CRM a try. It’s a great system of apps that will certainly improve your customer/client relations as time goes on. In order to have all the versions to work with – Mac, iPad and iPhone – you have to purchase separate licenses. It’s available in the Mac App Store for $49.99, for iPad for $19.99 and for iPhone for $9.99. That being said, most CRM software systems are only available through a subscription service that you have to keep paying and not the one-time fee for the app licenses. This is a big plus for Contacts Journal CRM. If you are unsure about whether or not Contacts Journal CRM will work for you, there is a Lite version for the iPhone and iPad that you can try out. It allows you to work with 10 logs, 10 To-Dos and 10 Documents.

Contacts Journal CRM is worth the cost. If used properly, it will help you make more money in the long run. I can highly recommend it as it’s already made our organization process at MacSources much easier.

For more information, visit www.contactsjournal.com.

Contacts Journal CRM – Professional Relationships Manager for Customers, Clients and Sales – zaal LLC (iPhone Version)

Contacts Journal CRM – Professional Relationships Manager for Customers, Clients and Sales (iPad edition) – zaal LLC

app review contacts journal CRM customer relationship management app iOS iPad iphone Mac Review software
Share. Facebook Twitter Pinterest LinkedIn Tumblr Email
Avatar of Robyn
Robyn
  • Website
  • Facebook
  • Twitter

I am an experienced marketing professional and published novelist. I'm also an avid movie fan and Apple enthusiast. To read my novel, follow this link. Shattered [Kindle Edition]

Related Posts

Themify - Widget & Icon Themes for iOS
88

Themify – Widget & Icon Themes for iOS 2022 REVIEW

August 5, 2022
Jettison for Mac
98

Jettison for Mac 2022 REVIEW

July 27, 2022
magsafe magstand july 2022 004
90

MagStand Magnetic Adhesive Stand by SwitchEasy 2022 REVIEW

July 27, 2022
Add A Comment

Leave A Reply Cancel Reply

Subscribe to Updates

Get the latest creative news from FooBar about art, design and business.

  • Facebook
  • Twitter
  • Pinterest
  • YouTube
  • LinkedIn
  • Instagram

Use Code for 20% Off
E-win Racing Gaming Chairs
Recent
JVC True Wireless Earbuds
2.2

JVC True Wireless Earbuds 2022 REVIEW

August 11, 2022
android phone

The Privacy Risks Associated With Mobile Location Tracking

August 11, 2022
keyboard

Online poker tools to boost your win rate

August 11, 2022
online technology

Playing Online Poker on Mac Devices – Is The Gameplay Different Than Windows?

August 11, 2022
iOttie Velox Magnetic Wireless Dash & Windshield Charging Mount
8.4

iOttie Velox Magnetic Wireless Dash & Windshield Charging Mount 2022 REVIEW

August 10, 2022
MacSources
Facebook Twitter Instagram Pinterest YouTube LinkedIn
  • Home
  • Advertise
  • Team
  • About
  • Contact
  • Privacy Policy
© 2022 MacSources. Hosted by SiteGround.

Type above and press Enter to search. Press Esc to cancel.