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. Available on the Mac, iPhone and iPad, with seamless iCloud syncing across all devices.
Use Contacts Journal to: track your customer and client relationships; manage your sales pipeline; get the best out of networking opportunities; see a map of all your contacts, with color-coding options; be prepared for your next meeting; track interactions with friends and family; effectively manage tasks and appointments; carry a virtual folder of documents with you; keep a call log; store important contact data using customizable contact fields. Key Features Import and link contacts directly from the Contacts app Create Private Contacts and Private Groups to keep information separate from your Contacts app 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 ToDos with alerts in Notification Center for important follow-ups Create events in Calendar app for your ToDos 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. Works offline Featuring automatic, seamless syncing with iCloud between Mac, iPhone and iPad apps DropBox sync also available
Note: iPhone and iPad app is sold separately; find that here.
v3.3 [Feb 23, 2023]
[NEW in 3.3.3]
- You can now right-click to see 'copy' option on a contact's Fields page
- Fixed widget permissions
[NEW in 3.3.0] Improved Notifications
- You can now tap-and-hold on a notification to view full details, including your ToDo’s notes field, so you get more information without having to open the app!
- You can also tap on the notification and access new options, to “Show Contact”, “Complete ToDo”, or “Delete ToDo” ... all without having to open the app.
- Notifications from Contacts Journal can now be marked ‘time-sensitive’, allowing you to receive notifications even if you are in a Focus mode
[NEW in 3.3.0] Custom Repeat Intervals
- For ToDos, you can now create custom repeat intervals, with custom frequencies based on daily, weekly, monthly or yearly intervals!
- This makes the app more flexible to meet your needs
[NEW in 3.3.0] External Email Attachments
- When sending emails, you can now select external attachments, so you're not restricted to just picking files that have been imported into Contacts Journal
- On Mac, you can pick any document on computer as an attachment
Hope you enjoy the updates. If you have any questions or concerns, please contact us at [email protected]
Also, please consider supporting us by leaving a review in the App Store, and recommending us to your friends and colleagues.
