To start using Contacts Journal, you have to first download our apps:
- Contacts Journal for iOS: free-to-download, with an option to purchase the Unlimited Plan
- Contacts Journal for Mac: pay to download
Please note that the 'Unlimited Plan' for iOS, and the Contacts Journal Mac app, require separate purchases.
If you want to share your Contacts Journal CRM data with other users, you can also enable the Contacts Journal for Teams plan.
Once you have downloaded Contacts Journal, you can start adding contacts into Contacts Journal. To import contacts, press the + button on the first page. You can then choose from one of these options:
- “Import from Contacts” to add contacts from your Contacts app
- “Create Contact” to create a contact from scratch; any new contacts you create will also be added to the iPhone contacts list
- “Create Private Contact” to create a private contact, which will only be saved and visible inside Contacts Journal
- “Import vCard”: to import a vCard file from your computer, over WiFi
You can then add Logs, To-Dos, Documents and Fields for each of your contacts:
- a Log is a record of a meeting or conversation with the contact
- a ToDo is a great way to set a follow-up with a contact
- a Document is a file that you can attach to your contacts. You can import documents in multiple ways
- a User Field lets you store custom data for the contact. You define your own Field first (for e.g. Age, Status, Deal etc), and attach values for these fields per contact
You can then consider some of Contacts Journal's advanced features:
- Call, email or SMS your contacts directly from the app, and save your conversation history
- See all your contacts and notes on a single Map view, with the option to change a contact's pin colors
- You can create and manage both Public Groups of contacts (which are the same groups as in your Contacts app), as well as Private Groups (which are visible only inside Contacts Journal)
- You can create email templates with personalization tags, to send prepared emails quickly but with a personal touch
- You can export your data for reporting by email, CSV, or even to your Contact notes field
- You can sync your Contacts Journal data between multiple devices, using either iCloud or Dropbox sync options
- If you want to share your Contacts Journal CRM data with other users, you can look into the Contacts Journal for Teams subscription plans.
If you have any questions about any functionality, you can always email us for help: firstname.lastname@example.org