Contacts journal crm review3/10/2023 ![]() ![]() I can highly recommend it as it’s already made our organization process at MacSources much easier.The Apple App store is full of productivity tools, but somewhat lacking in general business tools, such as mobile CRM. If used properly, it will help you make more money in the long run. It allows you to work with 10 logs, 10 To-Dos and 10 Documents.Ĭontacts Journal CRM is worth the cost. If you are unsure about whether or not Contacts Journal CRM will work for you, there is a Lite version for the iPhone and iPad that you can try out. This is a big plus for Contacts Journal CRM. That being said, most CRM software systems are only available through a subscription service that you have to keep paying and not the one-time fee for the app licenses. It’s available in the Mac App Store for $49.99, for iPad for $19.99 and for iPhone for $9.99. In order to have all the versions to work with - Mac, iPad and iPhone - you have to purchase separate licenses. It’s a great system of apps that will certainly improve your customer/client relations as time goes on. In an effort to keep contacts organized and clients happy, you should give Contacts Journal CRM a try. It works very well and even though it’s not an automatic syncing process, it worked flawlessly. Then, you simply save your data to Dropbox and ‘fetch’ it from storage when you want to sync any changes between devices. You first have to allow both version of the app to access your Dropbox account. I opted to sync through Dropbox and the process was very easy. First is through iCloud and the other is by using Dropbox. Contacts Journal offers two different ways to sync. One feature that I was particularly interested in was the syncing between the Mac app and the iOS version. ![]() Those changes get immediately updated in your Contacts app, too. You have the ability to record notes from meetings, create and send ToDo items to contacts, add files under a specific contact and editing their contact information directly in the app. Each contact has five tabs - Logs, ToDos, Files, Fields, and Info. Once you have your contacts imported into Contacts Journal, the functions are fairly self explanatory. ![]() Despite that bump in the programming, I found it very easy to find contacts and add information to them. This was a little disappointing to me because I like to have a clear division between personal and professional contacts and Contacts Journal doesn’t seem to give me an easy way to do that. Plus, when importing contacts, you have to select them as one large group or individually you can’t just select one of your organized groups from the Contact app and move it over. Both options sync directly with the Contact app with only one limitation - you can’t use “Private Contacts” within a Public Group. Another thing I noticed quickly is that in order to keep contact information in separate groups you have to create a Private Contact within the app or create a Public Group, which is available in both the iOS and Mac versions. Aside from mass importing, you can create individual contacts within Contacts Journal. When you export though, you do have the option to export a csv file. First of all, the only way to import contacts is through the Apple native Contacts app. There were a couple of things that I noticed about Contacts Journal right off the bat. ![]()
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