Contacts Journal CRM vs Secure Contacts

Stay on top of your relationships with a powerful, easy-to-use CRM. Contacts Journal gives you the tools to track conversations, manage follow-ups, and organize your contacts—so you can build stronger relationships and never miss an opportunity. With Contacts Journal, you can: • Always know your last interaction with each contact, so you’re prepared for any conversation • Stay consistent with timely follow-ups, reminders, and tasks • Organize contacts using tags, groups, and filters • Keep all relevant notes, files, and documents in one place • Plan smarter meetings by seeing who’s nearby and where opportunities are • Maintain a private, secure address book fully under your control • Reach out faster with personalized emails using templates or AI TRUSTED BY PROFESSIONALS WHO MANAGE RELATIONSHIPS: • sales professionals and account managers • small business owners • freelancers, consultants, and independent operators • real estate agents, lawyers, and other client-facing roles • individuals who want to stay intentional about their personal network 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 IMPORT CONTACTS You can easily import your contacts from the Contacts app, or from a CSV file ORGANIZE CONTACTS Categorize and visualize your contacts list with Contact Tags, Favorite Contacts, Groups and Filters COMPANY ACCOUNTS Link multiple contacts to a Company Account, to track interactions at the organization level DUPLICATE DETECTION AND MERGE Detect and merge duplicate contacts CUSTOM FIELDS Extend the app by defining and creating your own custom fields MAP YOUR CONTACTS Turn your contacts into a map of opportunities. See who’s nearby, plan smarter meetings, and spot patterns with color-coded locations 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 with a personal touch AVAILABLE ON iOS AND MAC Contacts Journal is available on iOS and Mac App Store, with seamless syncing via iCloud so your data is always up to date across devices. POWERFUL FEATURES • Share Extension to save notes, links, and images from other apps • Siri Shortcuts for faster workflows and automation • Home and Lock Screen widgets for quick access • Group Emails to reach multiple contacts at once • Visual charts to track your relationship activity GREAT FOR PRIVACY No account signup needed. Your data stays fully under your control, and we never have 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 • 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 • Includes a 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

SECURE CONTACTS – SECURE AND CENTRALIZED CONTACT MANAGEMENT FOR ENTERPRISES All business contacts from Microsoft 365, Outlook, corporate directories, and leading CRM systems in one place. Business and personal contacts remain clearly separated at all times. Start your free 30-day trial today. Secure Contacts combines privacy, productivity, and communication in one centralized enterprise solution. Business contacts are always up to date and available on iPhone and iPad. WHY SECURE CONTACTS? Business contacts are often distributed across multiple systems. Employees need to search for contacts in Outlook, CRM systems, Microsoft Teams, or corporate directories. Incoming calls cannot always be identified, and business contacts frequently become mixed with personal contacts. Secure Contacts provides a centralized, secure, and scalable contact platform for organizations of any size. BENEFITS FOR ORGANIZATIONS • GDPR-compliant contact management • Protection against data leakage to third-party apps • Separation of personal and business contacts • Encrypted data storage • Integration with existing device management solutions • Secure onboarding and offboarding • Centralized management by corporate IT BENEFITS FOR EMPLOYEES • All business contacts in one place • Instantly identify incoming callers • Find colleagues and contacts faster • View availability and presence information • Start Teams calls, chats, and emails directly from a contact • Digital business cards always at hand • Apple CarPlay support FIND CONTACTS AND COMMUNICATE Secure Contacts consolidates contacts from Microsoft 365, Outlook, Microsoft Entra ID, corporate directories, and CRM systems including Salesforce, HubSpot, and Microsoft Dynamics 365. Phone calls, Microsoft Teams calls, chats, and emails can be initiated directly from a contact record. CREATE, EDIT, AND SHARE CONTACTS WITH EASE Contacts can be created manually or by scanning a digital business card. Personal contact information can be shared quickly and professionally using a digital business card. STAY PRODUCTIVE IN THE OFFICE AND ON THE GO Secure Contacts supports mobile and hybrid work on iPhone, iPad, and macOS. Contacts remain available even when offline. With Siri and Apple CarPlay support, business contacts remain accessible while traveling. Caller identification helps users instantly recognize incoming calls. SECURITY AND PRIVACY • GDPR-compliant contact management • Encrypted data storage • Protected corporate container • Microsoft Intune and enterprise MDM support • Face ID and Touch ID • Microsoft Single Sign-On (SSO) with corporate accounts • No uncontrolled transfer of contact data • Suitable for BYOD and COPE deployments THE PERFECT COMPLEMENT TO MDM AND MAM Secure Contacts extends existing MDM and MAM solutions by providing controlled access to business contacts on mobile devices. FAST DEPLOYMENT AND EASY ADMINISTRATION Secure Contacts integrates seamlessly into existing enterprise environments with minimal effort. Administration and maintenance requirements remain low. TRY SECURE CONTACTS FREE FOR 30 DAYS Secure Contacts can be evaluated free of charge for 30 days in a business environment. TECHNICAL REQUIREMENTS A corporate license is required to use Secure Contacts. SUPPORTED PLATFORMS AND DATA SOURCES Microsoft 365, Microsoft Teams, Exchange Online, Microsoft Entra ID, Microsoft Intune, Salesforce, Microsoft Dynamics 365, HubSpot, LDAP directories, and any additional CRM and corporate directory systems. Deployment is typically handled by the IT department or a Secure Contacts administrator and requires approval by the organization. No external cloud services or additional infrastructure are required. The solution operates entirely within the organization's existing infrastructure. Operation, administration, and data remain under the organization's full control.