Contacts Journal CRM by zaal LLC is a robust CRM solution for the iPad, designed for professionals looking to keep their contacts, notes, follow-ups, and interactions organized in one place. This app is tailored for businesspeople, freelancers, and anyone needing an efficient, mobile-friendly CRM tool to manage relationships and stay on top of tasks.
User Interface & Design The interface of Contacts Journal CRM is clean, straightforward, and intuitive, with a focus on functionality. It offers easy access to features like notes, tasks, and contact logs, making it simple to quickly input and retrieve information on the go. The app’s layout is highly organized, enabling users to find relevant information about a contact without digging through multiple screens, which is ideal for professionals who need quick access to data.
Features & Functionality Contacts Journal CRM comes with a range of features suited for customer and relationship management. Key features include:
- Notes and Logs: Users can jot down important details and log every interaction with a contact. This feature allows for tracking the history of conversations, which is essential for maintaining continuity in business relationships.
- Task Management: Setting reminders and tasks for follow-ups ensures that no opportunity slips through the cracks. Notifications can be scheduled to keep users on track.
- Map Integration: The app includes map integration, allowing users to visualize where their contacts are located, which is handy for planning client meetings or field visits.
- Document Attachment: You can attach documents to contacts, adding another layer of detail and making it easy to keep related files close at hand.
One of the standout features is the app’s ability to sync data across iCloud, meaning you can access the same data on your iPhone or Mac, providing a seamless experience across Apple devices. However, this iCloud functionality is essential, as the app does not support other sync services like Google Drive or Dropbox, which could be a limitation for some users.
Ease of Use Contacts Journal CRM is very user-friendly, with intuitive controls and straightforward navigation. For users familiar with basic CRM tools, adapting to Contacts Journal CRM is quick and easy. The app is designed to be useful for those without prior CRM experience as well, making it accessible across different levels of expertise.
Pricing The app isn’t free, and for 2015 standards, it may seem slightly pricey. However, considering the features it packs, Contacts Journal CRM provides good value for professionals who need a lightweight CRM solution on their iPad. There are no recurring fees, which is a plus for users looking to make a one-time investment.
The Good:
- Clean and intuitive design that’s easy to navigate.
- Robust feature set for a mobile CRM, including notes, logs, tasks, and document attachments.
- iCloud sync keeps data consistent across Apple devices.
- Map integration helps with client location management.
The Bad:
- Limited sync options (iCloud only), which could be restrictive for those who use other cloud services.
- Price may seem high for users looking for a basic contact management app.
Final Verdict: Contacts Journal CRM for iPad is a solid choice for professionals and small businesses needing a streamlined, mobile CRM solution. While the price and lack of alternative sync options may be a drawback for some, the app’s comprehensive features, user-friendly design, and iCloud integration make it an excellent tool for managing relationships on the go. It’s particularly valuable for iPad users in need of a well-rounded CRM that doesn’t require a monthly subscription.
Contacts Journal CRM on the App Store
Rating: 4/5