Best $25 ever spent!!Īuto sync with iCloud doesn’t work the way I would like it to work. I love ContactsJournalCRM!! My company has encourage the other reps to download and use ContactsJournalCRM and they will reimburse them. 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. 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.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. Free phone and email support.- Logs, Todos, and Files: Keep notes for each meeting, create follow-ups and reminders, and attach images and documents. Contacts, Calendar, Tasks and Notes sync with IMAP and POP3 folders.Sync DejaOffice with your PC Windows or Mac based CRM: Task styles: (GTD, Franklin Covey, TBYL, Outlook-style, Palm-style).Hide Private Contacts and Notes just like old Palm.Calendar Day, Week, Week Grid and Year View.Link Contacts to calendar events and tasks.Persistent Alarms so you never miss an Event.Here is what people love about DejaOffice: DejaOffice does not require Microsoft Exchange, Office 365, iCloud or Google. Time zone management so your calendar is stable when you travel.ĭirect USB, Encrypted Wi-Fi and Secure DejaCloud Sync. Sort Contacts by last name or company name. Automatic follow up when you make an outbound call.ĭejaOffice Contacts list shows Name, Phone, Company, and Category. Easily add a timed Contact note which synchronizes to your PC. New Direct mode allows you to go directly to Apple Contacts and Calendar.įast note taking. This is extended by a history database, and appointment and task completion.Ĭhoose Outlook mode, Act! mode, Goldmine mode, or DejaOffice mode to unlock features specific to those PC platforms. DejaOffice is an amazing Personal CRM with PC Sync to Outlook, Act!, Goldmine and Palm Desktop.įull support for color categories on your calendar.Ĭontacts, Calendar, Tasks and Notes all in one place.
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