On a Mac, you can also drag and drop files and save them in the app. You can transfer files via Dropbox, Box, OneCloud, iCloud Drive, the iOS Mail app, WiFi and more.
CONTACTS JOURNAL CRM REVIEWS FULL
Easily reference all ToDos in all contacts to get the full picture.Īttach files and documents for each contact in order to keep all relevant information in one place. You can set alerts for specific times, add meetings to your calendar, set recurring tasks and more. The contact diary will automatically add a log when you make a call, send an email or send a message from within the app.Ĭreate follow-up lists for each contact. Easily access your history and be ready for your next meeting. With the iPhone, iPad and Mac app, you can record past sessions, set follow-ups for upcoming meetings, link important documents to your contacts, plot contacts on a map and expand your contact information with customisable fields.īuild your relationship history by recording meetings and communications. A powerful tool to transform your business and personal relationships: save notes on important meetings, set up follow-ups and meetings, create custom contact fields, and attach important documents to each of your contacts.Ĭontacts Journal CRM, a powerful tool to transform your business and personal relationships: save notes of important meetings, set up follow-ups and meetings, create custom contact fields and attach important documents to each of your contacts.
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