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. Contacts Journal CRM is a powerful tool that will transform your business and personal relationships: save notes of important meetings, set follow ups and meetings, create custom contact fields, and attach important documents to each of your contacts.- Logs, Todos, and Files: Keep notes for each meeting, create follow-ups and reminders, and attach images and documents.
See all your contacts and notes on a single map view.Attach files to your contacts import using file picker, or drag-and-drop documents into app.Drag emails from the Mail app and attach to contact.Define your own custom fields, and attach custom data for each contact.Add to-dos with alerts in Notification Center for important follow-ups.Create events in Calendar app for your to-dos.Call (using Skype, Facetime Audio, or iPhone over WiFi), message or email your contacts directly from the app.Export your data for reporting by email, CSV, or PDF.No recurring billing, no hosted service.Featuring automatic, seamless syncing with iCloud between Mac, iPhone, and iPad apps.
#CONTACTS JOURNAL CRM APP PROFESSIONAL#
Note: iPhone and iPad app is sold separately.Contacts Journal CRM is an app that will transform your business, professional and personal relationships! visualize and categorize your contacts list, with support for Contact Tags, Groups and Filters see your contacts on a Map view, to easily navigate your surroundings attach images, files, or scanned documents that are relevant to the contact or meeting create Custom Fields to expand the profile of your contacts set reminders and followups for future meetings keep track of conversations for each contact, so you’re prepared for the next meeting Contacts journal crm zaal professional#
quickly send personalized emails with Email TemplatesĬontacts 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’. 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.Įxtend the app by defining and creating your own custom fields, and attaching custom data for each contact.Ĭreate email templates with personalization tags, to send prepared emails quickly, but with a personal touch 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. This also works with email “templates”, so each group member can have their own personalized email. Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact.Īdd color-coded Tags to easily categorize and visualize your contacts list Contacts journal crm zaal professional#.
0 kommentar(er)
