Con­tacts Jour­nal CRM

Whether fol­low­ing up a call or go­ing to a meet­ing, this CRM tool is ideal

Mac Format - - RATED | MAC APPS -

£29.99 De­vel­oper zaal LLC, con­tact­sjour­nal.com

Re­quires OS X 10.9 or higher

Man­ag­ing re­la­tion­ships with im­por­tant cus­tomers and clients is cru­cial for any busi­ness – so im­por­tant, in fact, that the process even has a jar­gon ab­bre­vi­a­tion: CRM, or ‘cus­tomer re­la­tion­ship man­age­ment’.

The idea is to fo­cus on peo­ple rather than tasks, so con­ven­tional project man­age­ment tools don’t quite work. That’s where Con­tacts Jour­nal CRM comes in. It’s a con­tacts man­age­ment tool for OS X which can im­port peo­ple from the OS X Con­tacts app or cre­ate new ones.

Man­ag­ing those con­tacts takes the form of at­tach­ing files, mak­ing notes, cre­at­ing tasks and log­ging ac­tiv­ity. Or­gan­is­ing data this way means that when you have a meet­ing or a phone call with a client, you just pull up their de­tails in the app and ev­ery facet of your deal­ings with them is right in front of you.

Con­tacts Jour­nal CRM or­gan­ises data into tabbed win­dows la­belled Logs, To­Dos, Files, and Info. Above the tabs are ac­tion but­tons for mak­ing a phone call or send­ing a text mes­sage or email. Info is pulled from the Con­tacts app but can be edited or ex­panded within the app. To­Dos are tasks cre­ated in the app, and Logs are added man­u­ally af­ter a meet­ing or phone call. Files can be im­ported from any­where on your Mac, and you can at­tach them to email mes­sages you com­pose from within Con­tacts Jour­nal CRM. Th­ese are then sent with the Mail app. It’s a well thought out in­ter­face that’s su­per easy to nav­i­gate.

There’s also an iOS ver­sion which can sync data with the Mac app via iCloud or Drop­box. That way you can up­date client ac­tiv­ity on the move (such as af­ter a meet­ing) on your iPhone, and it will be added to your Mac. Kenny Hemphill

If you deal with clients on a daily ba­sis you’ll al­ready know the value of CRM. Con­tacts Jour­nal is ex­cel­lent for ap­ply­ing it.

Con­tacts Jour­nal CRM or­gan­ises your work by con­tact, mak­ing it easy to fol­low up op­por­tu­ni­ties as well as keep in touch with your busi­ness clients.

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