Contacts Journal CRM vs ServiceM8

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

ServiceM8 is job management software for trade contractors & home service businesses, such as plumbers, electricians, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. You’ll cut paperwork, get more jobs done, provide amazing service & get paid faster. Field staff use the ServiceM8 app for iPhone & iPad. Office staff can access the ServiceM8 dashboard online via web browser on Mac or PC. Download the app & tap ‘Try Demo’ — no sign-up required. Who is ServiceM8 for? ServiceM8 is a simple, easy tool for contractors & field service businesses with a high-turnover of short jobs, ranging in size from sole operators up to 20 staff. Industries such as: • Plumbing • Electrical • Solar • HVAC & Refrigeration • Pest Control • Appliance Repair • Locksmithing & Security • Cleaning • Pool Care • Lawn Mowing & Gardening Businesses • IT • Property Maintenance • Fire Protection • Carpet & Flooring Job Management Software • Manage jobs from start to finish • Access all client & job details in the field • Ensure job quality & consistency with built-in checklists • Capture electronic signatures Communication & CRM • Email & text clients directly from the app • Save time with email & text templates • Send On-the-Way text messages to clients • Automate booking confirmations, reminders & follow-ups to clients Scheduling • View your schedule & job info, anywhere • See a real-time map view of staff & job locations • Dispatch jobs & urgent work, instantly • Receive push notifications about schedule changes Quoting & Invoicing • Generate professional PDF quotes, estimates & invoices on site • Email or text quotes & invoices to clients from the app • Clients can view quotes & pay invoices online Time tracking & Timesheets • Track travel time & time on site, for billing purposes • Track shift & break time, for payroll purposes • Export payroll time sheets to Xero or QuickBooks Online Mobile & Online Payments • Accept contactless payments with Tap to Pay on iPhone • No extra dongles, terminals or hardware needed — just your iPhone Digital Forms & Assets • Complete digital reports, procedures & certificates on site, through the app • Create custom forms for your business & industry • Catalogue client assets & view their service history Job History • Access a full history of work done for every client • Attach notes, photos, videos, emails & messages to jobs • Automatic back-up & secure cloud storage Accounting Integrations • Connect to Xero or QuickBooks Online • Sync invoices & payments from ServiceM8 • Streamline invoicing, payments & accounting Pricing • A range of monthly plans to suit your business & requirements • Plans bundle jobs, SMSs & add-ons into a single monthly price • No contracts, setup fees, or ‘per-user’ fees. • Unlimited users & storage • 14-day free trial Support • Free, 24/7 email & chat support • Self-serve Help Centre with articles & videos • Global network of ServiceM8 Partners offering setup services In-App Purchase Terms When you subscribe to a plan through the ServiceM8 app, payment will be charged to your Apple ID on a recurring monthly basis. Your monthly subscription will automatically renew unless you cancel at least 24 hours before the renewal date. You can manage your subscription in the ServiceM8 app in More > Settings > ServiceM8 Account. Any unused portion of your free trial is forfeited after purchase. Terms of Service: www.servicem8.com/terms-of-service Privacy Policy: www.servicem8.com/privacy-policy The ServiceM8 application uses background location. Continued use of GPS running in the background can decrease battery life.