Contacts Journal CRM
Contacts Journal CRM
2.0.1

0.0

Contacts Journal CRM free download for Mac

Contacts Journal CRM

2.0.1
31 May 2019

Track your customer and client relationships.

Overview

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.
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 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. 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.

What's new in Contacts Journal CRM

Version 2.0.1:
Improved Logs:
  • Add multiple contacts per Log
  • Add Attachments (images and documents) to your Logs
Group Emails:
  • Send emails to multiple contacts at once
  • Also supports Email Templates, so you can apply the template to your Group Email, and Contacts Journal will generate each email separately with the appropriate merge tags filled in
Bug Fixes:
  • Fixed an issue with choosing "Add Log" option after completing a ToDo
  • Email Template not filling out Merge Tags

Requirements for Contacts Journal CRM

  • macOS 10.12.0 or later

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