6/11/2023 0 Comments Contacts journal crm liteI got tired of hand writing my call notes on file folders after each sales call, after each customer visit and then have to re-type again, a weeks worth of sales call notes to turn in to my boss.Īfter downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for. My small company didn’t have a CRM when I came on board from a large corporation. Customer Support: Contact for suggestions and feedback. Terms of Service and Privacy Policy: Available on the app's website. Contacts Journal for Teams: Share your Contacts Journal data with others using iCloud accounts, real-time automatic syncing between multiple users, create multiple teams to share different information with different users, and business card scanner (requires a subscription). To add unlimited entries, purchase the Unlimited Personal Plan. Unlimited Personal Plan: The app is initially limited to 20 Logs, ToDos, Files, Custom Fields, etc. Great for Privacy: No account signup needed, and your data is always under your own control. Powerful Share Extensions, Siri Shortcuts, Widgets, Charts, Dark Mode, and Group Emails. Seamless, Automatic Syncing: Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac. Email Templates: Create email templates with personalization tags to send prepared emails quickly with a personal touch. Business Card Scanner: Quickly convert business cards into contacts (requires a Teams plan). Create Contacts: Efficiently add new contacts, setup tags, tasks, and custom fields all on one page. Import Contacts: Easily import your contacts from the Contacts app or a CSV file. Map Your Contacts: Automatically geo-code your contacts' addresses and place them on the map view. Contacts Tagging: Add color-coded tags to easily categorize and visualize your contacts list. Custom Fields: Define and create your own custom fields to expand the profile of your contacts. Logs, Todos, and Files: Keep notes for each meeting, create follow-ups and reminders, and attach images and documents.
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