- REVIEW CONTACTS JOURNAL CRM PDF
- REVIEW CONTACTS JOURNAL CRM TRIAL
- REVIEW CONTACTS JOURNAL CRM DOWNLOAD
REVIEW CONTACTS JOURNAL CRM PDF
Exporting creates a PDF that I think is Times New Roman. From what I’ve read in the reviews, ContactsJournalCRM has looked the same for years. My biggest problem is.It’s so ugly! You’re unable to change font color, sizes, type face, etc. Also like that it syncs across my Mac, iPad and iPhone. 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. I really like the export feature so I can see all my logs for each person on one sheet. I’ve tried several personal and business CRM apps and this one is the most simple to use.
Highly recommended you give ContactsJournalCRM a try. Other than these issues I am extremely happy with all the capabilities of this Contacts Journal app and love the fact that this company is so responsive. Again, tech support has been very responsive to give me some things to try directly in the Apple Shortcuts app to get it to work right. Also, Siri add new contact doesn’t actually complete the action for me on my iPhone. 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 that is only in their app. Tech support was very responsive and gave me some work arounds and said they will provide some user options for syncing with iCloud in a future update. When I used auto sync on ContactsJournalCRM it brings 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. I Sync’d iCloud with google account to 168 records. I deleted contacts on phone app to 168 records. Best $25 ever spent!!Īuto sync with iCloud doesn’t work the way I would like it to work.
REVIEW CONTACTS JOURNAL CRM DOWNLOAD
I love ContactsJournalCRM!! My company has encourage the other reps to download and use ContactsJournalCRM and they will reimburse them.
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.
my entire week of sales call notes to my boss by email. Best part is, at the end of the week, I can just “Export” and can sort by date, logs, etc. 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.
REVIEW CONTACTS JOURNAL CRM TRIAL
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.Īfter downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for. My small company didn’t have a CRM when I came on board from a large corporation. Customer Support: Contact for suggestions and feedback. Terms of Service and Privacy Policy: Available on the app's website. 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, and business card scanner (requires a subscription).
To add unlimited entries, purchase the Unlimited Personal Plan. Unlimited Personal Plan: The app is initially limited to 20 Logs, ToDos, Files, Custom Fields, etc. Great for Privacy: No account signup needed, and your data is always under your own control. Powerful Share Extensions, Siri Shortcuts, Widgets, Charts, Dark Mode, and Group Emails. Seamless, Automatic Syncing: Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac. Email Templates: Create email templates with personalization tags to send prepared emails quickly with a personal touch. Business Card Scanner: Quickly convert business cards into contacts (requires a Teams plan). Create Contacts: Efficiently add new contacts, setup tags, tasks, and custom fields all on one page. Import Contacts: Easily import your contacts from the Contacts app or a CSV file. Map Your Contacts: Automatically geo-code your contacts' addresses and place them on the map view. Contacts Tagging: Add color-coded tags to easily categorize and visualize your contacts list. Custom Fields: Define and create your own custom fields to expand the profile of your contacts. Logs, Todos, and Files: Keep notes for each meeting, create follow-ups and reminders, and attach images and documents.
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