Contacts Journal CRM

Transform your business, professional and personal relationships with Contacts Journal CRM.

With Contacts Journal, you can:
- Keep a record of conversations with each contact, so you’re prepared for your next meeting
- Schedule tasks, reminders and follow-ups for future meetings
- Manage your clients and customers with Tags, Groups and Filters
- Attach images, receipts, invoices or files relevant to each contact or meeting
- Map your contacts to find opportunities around you
- Keep a private address book
- Draft emails with AI, or send personalized emails with Email Templates

Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter.


OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• independent contractors
• client relationship managers
• professionals like lawyers, real-estate agents, teachers etc.
• anyone who wants to grow their business, professional or personal relationships


KEY FEATURES:

LOGS, TODOS AND FILES
Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files

IMPORT CONTACTS
You can easily import your contacts from the Contacts app, or from a CSV file

ORGANIZE CONTACTS
Categorize and visualize your contacts list with Contact Tags, Favorite Contacts, Groups and Filters

DUPLICATE DETECTION AND MERGE
Detect and merge duplicate contacts

CUSTOM FIELDS
Extend the app by defining and creating your own custom fields

MAP YOUR CONTACTS
Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact

BUSINESS CARD SCANNER [requires a Teams plan]
Quickly convert business cards into contacts

EMAIL TEMPLATES
Create email templates with personalization tags, to send prepared emails quickly, but with a personal touch

SEAMLESS, AUTOMATIC SYNCING
Use CloudSync for seamless syncing between iOS and Mac apps via iCloud. Works great offline too!

POWERFUL FEATURES
• Share Extensions lets you add text and images from other apps
• Extensive support for Siri Shortcuts
• Add widgets to your home-screen or lock-screen
• Charts to visualize your pr