Contacts Journal CRM vs Client Note Tracker

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

Use Client Note Tracker to remember client interactions and quickly look up client details. The app is easy to learn and intuitive to use. How it works: Clients are added to a searchable list similar to a contacts app. When adding a new client, you can enter information such as email, phone number, and any custom fields you’d like to keep track of across clients. Once a client is created, notes can be added for each client through typing or dictation. Photos relevant to your business? Add images to remember visuals on any note. All of your client information is backed up to the cloud so you can access your data on multiple devices using the same login. View and update notes from your phone, tablet, or the web at clientnotetracker.com. Features: - Simple, ad-free, intuitive interface - Autosave notes and images - Add custom details for each client - Access account on many devices - Export notes to pdf - Create reusable note templates Who is the app for: Client Note Tracker is flexible and can apply to many different people who want to save information and notes about their clients. Professionals in the beauty industry can use the app to save notes and photos about formulas, techniques, or materials used. These may be hairdressers, beauticians, aestheticians, make-up artists, nail technicians, cosmetologists, tattoo artists, or barbers. Pet groomers, dog trainers, and dog walkers can save details about the pets and associated owners. Small business owners selling products can save a list of clients they sell to and a note recording each item in the sale. Real estate agents or wedding planners can using the notes to track client interests and progress over time. Personal trainers can record the weights and exercises used by their clients each workout. Pro plan: Try Client Note Tracker completely for free with all features except for a limit on the number of notes. Subscribe to unlock the full version with no note limit. Terms and conditions: https://www.clientnotetracker.com/terms-and-conditions Privacy policy: https://www.clientnotetracker.com/privacy-policy — We highly value a positive user experience, privacy, and transparency. Rest assured, there will be no ads in the app and we will never sell your personal data to third parties. Questions or feedback? Feel free to reach us at team@clientnotetracker.com! If you’re enjoying Client Note Tracker we’d be thrilled if you leave us a review. Start your journey towards organizing all your client notes and details, download Client Note Tracker today!