It works very well and even though it’s not an automatic syncing process, it worked flawlessly. Then, you simply save your data to Dropbox and ‘fetch’ it from storage when you want to sync any changes between devices. You first have to allow both version of the app to access your Dropbox account. I opted to sync through Dropbox and the process was very easy. First is through iCloud and the other is by using Dropbox. Contacts Journal offers two different ways to sync.
#Contacts journal crm pc mac#
One feature that I was particularly interested in was the syncing between the Mac app and the iOS version. Those changes get immediately updated in your Contacts app, too. You have the ability to record notes from meetings, create and send ToDo items to contacts, add files under a specific contact and editing their contact information directly in the app. Each contact has five tabs – Logs, ToDos, Files, Fields, and Info. Once you have your contacts imported into Contacts Journal, the functions are fairly self explanatory. Despite that bump in the programming, I found it very easy to find contacts and add information to them.
#Contacts journal crm pc professional#
This was a little disappointing to me because I like to have a clear division between personal and professional contacts and Contacts Journal doesn’t seem to give me an easy way to do that. Plus, when importing contacts, you have to select them as one large group or individually you can’t just select one of your organized groups from the Contact app and move it over. Both options sync directly with the Contact app with only one limitation – you can’t use “Private Contacts” within a Public Group. Another thing I noticed quickly is that in order to keep contact information in separate groups you have to create a Private Contact within the app or create a Public Group, which is available in both the iOS and Mac versions. Aside from mass importing, you can create individual contacts within Contacts Journal. When you export though, you do have the option to export a csv file. First of all, the only way to import contacts is through the Apple native Contacts app. There were a couple of things that I noticed about Contacts Journal right off the bat.
Defining and create your custom fields, and attach custom data for each contact.Attaching Documents to Contacts over WiFi, through DropBox, or from other apps using “Open In”.Creating Private Contacts and Private Groups to keep information separate from your personal contacts.Importing contacts directly from the Contacts app.Some of the key features of Contacts Journal include: Click to Enlarge.Ĭontacts Journal is a powerful CRM that allows you to load contacts from your Contacts app on your Mac and then add notes, create follow-up meetings, and attach important documents to any of your contacts. We found a great solution in Contacts Journal CRM. At MacSources, we recently began searching for a CRM app that would work on Mac as well as iOS devices. By managing your interactions, you can also segment your marketing tactics and maximize your customer service structure to best serve your clients and customers. A good CRM will help you to manage not only your contacts, but also and more importantly, your interactions with those contacts. Click to Enlarge.Ī couple of years ago when I was working for a nonprofit organization, I learned about the importance of CRM, or Customer Relationship Management, software. Contacts Journal CRM is a powerful tool that will change the way you do business.
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