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- Contacts Journal CRM Vs. Cloze Relationship Management
Contacts Journal CRM vs Cloze Relationship Management Usage & Stats
Transform your business, professional and personal relationships with Contacts Journal CRM.
With Contacts Journal, you can:
- Keep track of conversations with each contact, so you’re prepared for your next meeting
- Set reminders and follow-ups for future meetings
- Create Custom Fields to expand the profile of your contacts and clients
- Attach images, files, or scanned documents relevant to each contact or meeting
- See your contacts on Map view to easily navigate your surroundings
- Categorize your contacts list with Contact Tags, Groups and Filters
- Keep a private address book
- Quickly send personalized emails with Email Templates and Merge Tags
Contacts Journal is an intuitive and easy-to-use CRM system, packed with power features that enable it to function just as easily as a Business and Personal CRM. Don’t keep it all in your head or locked up in a spreadsheet – use Contacts Journal CRM to track every interaction with the people who matter.
OUR CUSTOMERS INCLUDE:
• sales teams
• small business owners
• independent contractors
• client relationship managers
• professionals like lawyers, real-estate agents, teachers etc.
• anyone who wants to grow their business, professional or personal relationships
KEY FEATURES:
LOGS, TODOS AND FILES
Keep notes for each meeting with Logs; create follow-ups and reminders with ToDos; attach images and documents with Files
CUSTOM FIELDS
Extend the app by defining and creating your own custom fields
CONTACTS TAGGING
Add color-coded Tags to easily categorize and visualize your contacts list
MAP YOUR CONTACTS
Your contacts’ addresses are automatically geo-coded and placed on the Map view. You can also color-code the pins for each contact
IMPORT CONTACTS
You can easily import your contacts from the Contacts app, or from a CSV file
BUSINESS CARD SCANNER [requires a Teams plan]
Quickly convert business cards into contacts
EMAIL TEMPLATES
Create email templates with personalization tags, to send prepared emails quickly, but with a personal touch
SEAMLESS, AUTOMATIC SYNCING
Enable the CloudSync option for automatic, seamless syncing between the Contacts Journal app on iOS and Mac, using your iCloud account. Works great when offline as well!
POWERFUL FEATURES
• Share Extensions lets you add text and images from other apps
• Extensive support for Siri Shortcuts
• Add widgets to your home-screen or lock-screen
• Charts to visualize your progress
• Dark Mode
• Group Emails
GREAT FOR PRIVACY
No account signup needed! Your data is always under your own control, and we don't have any access to it.
UNLIMITED PERSONAL PLAN:
• The app is initially limited to 20 Logs, ToDos, Files, Custom Fields, etc. To add unlimited entries, please purchase the Unlimited Personal Plan
• The Unlimited Personal Plan is a one-time purchase
• The Contacts Journal Mac app is a separate download
• You can purchase the "Unlimited Combined Plan" to unlock both iOS and Mac apps together
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
• Business Card Scanner
Contacts Journal For Teams requires a monthly or annual subscription that is purchased through the app. The subscription will automatically renew unless canceled within 24 hours before the end of the current period. Payment will be charged to iTunes Account at confirmation of purchase. Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user’s iTunes Account Settings after purchase. Any unused portion of a free trial will be forfeited if you purchase a subscription.
Terms of Service: https://contactsjournal.zendesk.com/hc/en-us/articles/360015780571
Privacy Policy: https://contactsjournal.zendesk.com/hc/en-us/articles/360015414291
Please send us your suggestions and feedback at support@zaal-llc.com
- Apple App Store
- Free
- Business
Store Rank
- -
"Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO
"Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA
"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t.
It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, and messages.
It's all organized for you - without any busy work.
With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.
SMART AI
• Understands action items and adds them to your Agenda (e.g. "Please review and get back to me by Friday.")
• Automatically reminds you when it’s time to reach out to key people
• Sees change to email signatures to update contacts
• Create newsletters, listing descriptions, and email replies with built-in ChatGPT
UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
PROFESSIONAL-CLASS EMAIL
• Get reminded if you don’t receive a reply to an important email
• Be notified when a recipient opens an email or clicks on a link you sent
• Templates: Create and reuse template emails Share them across your team
• Mail merge: Personalize email sent to many people at the same time
• Scheduled send: Write your email now, have Cloze deliver it later
• Built-in support for Do Not Contact and the GDPR
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP
CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• Next steps: Automatic reminders of what's next for any deal
• Add To-Dos to track things you have to get done
• Agenda: one place to see all your meetings, reminders and follow-ups
• Analytics: Pipeline, forecast, engagement, activity, and lead analytics
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral)
• Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)
• Notes: Automatically match notes to contacts (Evernote, OneNote)
• Messages: Track Slack messages about your clients and customers
• Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud)
WORK AS A TEAM
• One team-wide view of all communication for every deal and project
• Always know who last talked to any customer, client, or prospect
• Assign and track who's responsible for contacts, next steps and to-dos
• Manage your all of your company's contacts, projects and deals in one place
Cloze is free to use for contact management and as a basic email app. Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.
Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.
PRIVACY & SECURITY PLEDGE
• We won't spam your contacts
• We won't sell your information
• It's your information not ours
You can find our terms of service here: https://www.cloze.com/app/legal/terms
And our privacy policy here: https://www.cloze.com/app/legal/privacy
- Apple App Store
- Free
- Productivity
Store Rank
- -
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Contacts Journal CRM VS.
Cloze Relationship Management
December 30, 2024