I can live with the small issues and hopefully the developer will fix. There are a couple minor hiccups here and there, however the overall base app is really great. I'm excited about email templates but haven't experienced it yet.
I really love this feature while building communication with clients. I can also attach emails from that client and PDF's etc. For instance I like to use pad and paper at client meetings, I then summarize my meeting in LOGS but also snap a photo of my meeting notes and just drag the image from iPhoto to the attachments tab for reference, then I can go paper free and dump the paper version. Giving 5 stars because the entire baseline is great, easy to look at, easy to use. There is nothing better than staying organized and it shows big time to clients when you do. I have all types of clients and project types and was looking for an app that I could keep project planning and ongoing work straight.
#CONTACTS JOURNAL CRM APP REVIEW FULL#
I work full time doing mostly commercial work.
#CONTACTS JOURNAL CRM APP REVIEW PROFESSIONAL#
I will preface this that I am a solo professional photographer. No account signup needed! Your data is always under your own control, and we don't have any access to it. This also works with email “templates”, so each group member can have their own personalized email.ġ1. Extend the app by defining and creating your own custom fields, and attaching custom data for each contact.ġ0. professional like lawyers, real-estate agents, teachers, nurses etc. You can quickly import your contacts from the Contacts app, or from a CSV / Excel file.ĩ. NEW collaborate on your CRM with colleagues with Contacts Journal For Teams. Run Contacts Journal actions from the Shortcuts app.Ĩ. Contacts Journal for Teams subscription is available through the Contacts Journal iOS app.Ħ. Keep track of important activities for each contact: keep notes for each meeting with Logs create follow-ups and reminders with ToDos attach images and documents with Files.ĥ. Contacts Journal is an intuitive and easy-to-use CRM system, as well as being packed with power-features so it can function just as easily as a ‘business tool’ as well as a ‘personal CRM’.Ĥ. Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal CRM to track your interactions with the people who matter.ģ.
Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Windows, using your iCloud account.Ģ.
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