1月8日的Contacts Journal CRM应用程序分析

Transform your business, professional and personal relationships with Contacts Journal CRM. With Contacts Journal, you can: - Keep a record of conversations with each contact, so you’re prepared for your next meeting - Schedule tasks, reminders and follow-ups for future meetings - Manage your clients and customers with Tags, Groups and Filters - Attach images, receipts, invoices or files relevant to each contact or meeting - Map your contacts to find opportunities around you - Keep a private address book - Draft emails with AI, or send personalized emails with Email Templates Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily 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. OUR CUSTOMERS INCLUDE: • sales teams • small business owners • independent contractors • client relationship managers • professionals like lawyers, real-estate agents, teachers etc. • anyone who wants to grow their business, professional or personal relationships KEY FEATURES: LOGS, TODOS AND FILES Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files IMPORT CONTACTS You can easily import your contacts from the Contacts app, or from a CSV file ORGANIZE CONTACTS Categorize and visualize your contacts list with Contact Tags, Favorite Contacts, Groups and Filters DUPLICATE DETECTION AND MERGE Detect and merge duplicate contacts CUSTOM FIELDS Extend the app by defining and creating your own custom fields MAP YOUR CONTACTS Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact 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 Use CloudSync for seamless syncing between iOS and Mac apps via iCloud. Works great offline too! POWERFUL FEATURES • 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 GREAT FOR PRIVACY No account signup needed! Your data is always under your own control, and we don't have any access to it. UNLIMITED PERSONAL PLAN: • The app is initially limited to 20 Logs, ToDos, Files, Custom Fields, etc. To add unlimited entries, please purchase the Unlimited Personal Plan • The Unlimited Personal Plan is a one-time purchase • The Contacts Journal Mac app is a separate download • You can purchase the "Unlimited Combined Plan" to unlock both iOS and Mac apps together CONTACTS JOURNAL FOR TEAMS: • Share your Contacts Journal data with others using iCloud accounts • Real-time, automatic syncing between multiple users • Create multiple teams to share different information with different users • Business Card Scanner Contacts Journal For Teams requires a monthly or annual subscription that is purchased through the app. The subscription will automatically renew unless canceled within 24 hours before the end of the current period. Payment will be charged to iTunes Account at confirmation of purchase. Subscriptions may be managed by the user and auto-renewal may be turned off 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. Terms of Service: https://contactsjournal.zendesk.com/hc/en-us/articles/360015780571 Privacy Policy: https://contactsjournal.zendesk.com/hc/en-us/articles/360015414291 Please send us your suggestions and feedback at support@zaal-llc.com