Run Contacts Journal actions from the Shortcuts app. This also works with email “templates”, so each group member can have their own personalized email. Your contacts data will automatically sync with the Contacts appĬreate email templates with personalization tags, to send prepared emails quickly, but with a personal touch You can quickly import your contacts from the Contacts app, or from a CSV / Excel file. You can also color-code the pins for each contact.Īdd color-coded Tags to easily categorize and visualize your contacts list Your contacts’ addresses are automatically geo-coded and placed on the Map view. 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. 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. 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’. 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 ipa professional#
Contacts Journal CRM is an app that will transform your business, professional and personal relationships!
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