- #Review contacts journal crm pdf
- #Review contacts journal crm trial
- #Review contacts journal crm mac
It’s complete with all customer information and I can also schedule a follow up or “To Do” for each call that notifies me when due or past due. my entire week of sales call notes to my boss by email. Best part is, at the end of the week, I can just “Export” and can sort by date, logs, etc. Now, I log notes after each sales call, can attach a picture or quote (pdf) to the account profile and or log notes, edit, add or delete important information to review before each sales call, add a “color tag” to each account, to visually see when I’m scrolling through customer list, who is a Prospect, Existing, Cold Call or No opportunity customer.
#Review contacts journal crm trial
After downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for. I 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. My small company didn’t have a CRM when I came on board from a large corporation. This doesn’t help me as I have to use windows, but I have this program available on both my iPad and iPhone and I can always export the information if I need it to an Excel spreadsheet. I can schedule follow-ups, attach quotes and documents and have the information immediately available if the company asked me for it.Unfortunately, the only desktop version that’s available is for macOS. Everything I do can be logged or attached to each contact. It didn’t give me auto routing, but I’m OK with that. I was able to go in and pick and choose who I want to import, make custom fields for information that I need for each contact, and it automatically mapped them for me. After I imported My list of prospects, into my contacts, the program informed me they were new contacts to import. It easily allows me to do everything I need to do for a 1 time purchase of $25. $70 was justifiable, I could save that in gas. I did find where some CRM‘s have add-ons that allow you to do the routing, but I didn’t want to spend $150 a month.
I was using a routing program ($70 per month) combined with Microsoft one note and also keeping track of a spreadsheet of visits with customers to turn in for my reporting. I travel to meet up with clients quite a bit. So I had to go through and unlink Google, delete the profile in Contacts, then go back and delete the duplicate from the app.Overall, good app that I’ll use until I find something better. Apparently, Apple combines Google and iCloud profiles for convenience. Some kind of glitch from the Apple Contacts. Now I use Fantastical for tasks.The app also duplicates my contacts. I also stopped using the To Do list because when I linked it to my calendar, the only option for time is a start and end date, no all day feature.
#Review contacts journal crm mac
Bleh! The most annoying part is the profile fields on the Mac version only shows one line so if I type something long, I can only view it on my iPhone.
#Review contacts journal crm pdf
Exporting creates a PDF that I think is Times New Roman. From what I’ve read in the reviews, the app has looked the same for years. Also like that it syncs across my Mac, iPad and iPhone.My biggest problem is.It’s so ugly! You’re unable to change font color, sizes, type face, etc. The map tab is really cool to see where contacts are, really nice when traveling and realizing there’s someone nearby you can meet for a quick meeting or meal. I really like the export feature so I can see all my logs for each person on one sheet. I’ve tried several personal and business CRM apps and this one is the most simple to use. Highly recommended you give this app a try. Other than these issues I am extremely happy with all the capabilities of this Contacts Journal app and love the fact that this company is so responsive. Again, tech support has been very responsive to give me some things to try directly in the Apple Shortcuts app to get it to work right. Also, Siri add new contact doesn’t actually complete the action for me on my iPhone. They didn’t have it set up to auto delete their app contact records to match iCloud for fear that you might also lose To-Dos, Logs and other information that is only in their app.
Tech support was very responsive and gave me some work arounds and said they will provide some user options for syncing with iCloud in a future update. When I used auto sync on this app it brings all my old deleted records back giving me a total of 216 contacts again even though I hand deleted these records on this CJ app too. I Sync’d iCloud with google account to 168 records. I deleted contacts on phone app to 168 records. Auto sync with iCloud doesn’t work the way I would like it to work.
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