Contacts Journal CRM vs Client Planner

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

Client Planner keeps appointments, clients, services, and reminders organized in one calm workspace. PLAN YOUR WORKDAY • Create and manage appointments in seconds • Switch between day and week views • Reschedule appointments without losing important details • Track confirmed, pending, completed, and cancelled appointments • See your personal and team calendars together when you need the full picture KNOW EVERY CLIENT • Keep contact details, notes, tags, and custom information together • Find clients quickly with search and practical filters • See scheduled and completed visits at a glance KEEP SERVICES READY • Store service duration, price, and color • Reuse your service catalog when creating appointments • Keep team services available to the people who need them WORK AS A TEAM • Create a shared team workspace with a Teams subscription • Invite members and manage their access • Give each person a separate calendar without mixing records • Share team clients, services, templates, and schedules • Keep read access when a team becomes read-only, while changes remain protected SYNC WITH CONFIDENCE Create an account to keep the latest valid version of your personal and team data synchronized with Client Planner's secure backend. You can also use the app without registration; local-only users can protect their data with iCloud backup and restore. SELL WITH AN OPTIONAL CATALOG • Add products and organize a public catalog • Share a storefront by link or QR code without requiring customers to install the app • Receive order requests and notifications, then manage them in Sales • Keep Sales hidden when you only need appointments REMINDERS THAT REDUCE MENTAL LOAD • Receive a summary of tomorrow's schedule • Get separate reminders for appointments that still need confirmation • Control notification preferences for the calendars you use Client Planner is free to start. Optional Pro and Teams subscriptions unlock additional capabilities and higher limits. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/