These paid plans are affordable for most small and medium businesses, especially when the capabilities are expanded enough to take the place of additional standalone software such as marketing and support.īelow are the features we looked at when researching and evaluating free CRMs. While not every one of our picks checked off all five boxes, the ones that didn't offered enough compelling features or highly specific use cases to make the final cut.Ĭontact and sales management. When creating contacts, you should have some flexibility in the type of information you can add. 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.Features like custom fields let you collect what info is important for your business. Track your customer and client relationships.Īvailable on the Mac, iPhone and iPad, with seamless iCloud syncing across all devices.Get the best out of networking opportunities.See a map of all your contacts, with color-coding options.Track interactions with friends and family.Effectively manage tasks and appointments.Carry a virtual folder of documents with you.Store important contact data using customizable contact fields.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.Featuring automatic, seamless syncing with iCloud between Mac, iPhone, and iPad apps.Note: iPhone and iPad app is sold separately.Contacts Journal CRM is an app that will transform your business, professional and personal relationships! visualize and categorize your contacts list, with support for Contact Tags, Groups and Filters see your contacts on a Map view, to easily navigate your surroundings attach images, files, or scanned documents that are relevant to the contact or meeting create Custom Fields to expand the profile of your contacts set reminders and followups for future meetings keep track of conversations for each contact, so you’re prepared for the next meeting Contacts journal crm zaal professional# quickly send personalized emails with Email TemplatesĬontacts Journal is an intuitive and easy-to-use CRM system, as well as being packed with power-features so it can function just as easily as a ‘business tool’ as well as a ‘personal CRM’. Keep track of important activities for each contact: keep notes for each meeting with Logs create follow-ups and reminders with ToDos attach images and documents with Files.Įxtend the app by defining and creating your own custom fields, and attaching custom data for each contact.Ĭreate email templates with personalization tags, to send prepared emails quickly, but with a personal touch Don’t keep it all in your head, or locked up in a spreadsheet – use Contacts Journal CRM to track your interactions with the people who matter. This also works with email “templates”, so each group member can have their own personalized email. Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact.Īdd color-coded Tags to easily categorize and visualize your contacts list Contacts journal crm zaal professional#.
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