A powerful tool to transform your business and personal relationships: save notes on important meetings, set up follow-ups and meetings, create custom contact fields, and attach important documents to each of your contacts.
Application Description
Contacts Journal CRM, a powerful tool to transform your business and personal relationships: save notes of important meetings, set up follow-ups and meetings, create custom contact fields and attach important documents to each of your contacts.
With the iPhone, iPad and Mac app, you can record past sessions, set follow-ups for upcoming meetings, link important documents to your contacts, plot contacts on a map and expand your contact information with customisable fields.
Keep track of your history
Logs
Build your relationship history by recording meetings and communications. Easily access your history and be ready for your next meeting.
The contact diary will automatically add a log when you make a call, send an email or send a message from within the app.
Plan your future
To-do lists
Create follow-up lists for each contact. You can set alerts for specific times, add meetings to your calendar, set recurring tasks and more. Easily reference all ToDos in all contacts to get the full picture.
Keep track of your documents
Documents
Attach files and documents for each contact in order to keep all relevant information in one place. You can transfer files via Dropbox, Box, OneCloud, iCloud Drive, the iOS Mail app, WiFi and more.
On a Mac, you can also drag and drop files and save them in the app. You can also drag and drop emails from the Mail app.
Tracking by location
Maps
View a map with all your contacts’ addresses, sorted by distance from your current location. Perfect for finding nearby contacts and for route planning.
You can also choose different pin colours to colour code your contacts.
All your devices are in sync
iCloud
Automatic and seamless synchronisation with iCloud on iPhone, iPad and Mac. Works even when offline!
Syncing with Dropbox is also available.
Feature Index
Sync with the Contacts app
Import contacts directly from the Contacts app and keep the data between them in sync
Group management
Create, manage and filter your data by contact group
Private contacts
Create private contacts separately from the Contacts app to keep business and personal contacts separate
User fields
Create your own contact fields and attach customised data to each contact
Reporting
Export data from the application via email or CSV file
Device Sync
Seamless sync between iOS and Mac apps, available via iCloud or Dropbox accounts
Spotlight support
Search your data from the iOS Spotlight page
Apple Watch support
Access recent logs, upcoming ToDos and nearby contacts from the Apple Watch app