Contacts Journal CRM vs CircleBack

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

CircleBack is the only address book manager that updates your contacts intelligently, discovers new contacts in your Google and Microsoft inboxes, cleans up duplicates, and allows you to scan business cards and save them as contacts. Packed with everything you need to stay organized while building and maintaining productive professional relationships, CircleBack makes it easier than ever to keep connections alive and get stuff done. CIRCLEBACK FEATURES • Contact updates when people in your network change jobs, roles & more • Intelligent merging / management of duplicate contacts • “New Contact” discovery from email signatures in Outlook, Gmail & the entire Microsoft account suite (Outlook.com, Hotmail, MSN, etc.) • Contact grouping by favorite, old/archived, or business card scans • A single, unified address book that imports from Outlook/Exchange , Gmail (Google Apps), Microsoft account suite, Facebook & more • Contact sync across multiple devices and platforms • Export contacts to Salesforce & ACT! • Best-in-class OCR business card scanning • Deleted contact recovery for the moments you make a mistake WHAT THE MEDIA IS SAYING • “CircleBack lets you sit back as it does the real-time contact updates and management for you.”— iphoneappsreviewonline.com • “Every once in a while I have this fever dream that I’d have a smartphone contact book that would be up-to-date and completely filled out, but that’s all it is—just a dream. But with CircleBack, I have a fighting chance.” — Gizmodo • “CircleBack uses artificial intelligence and crowd-based intelligence technology to automate contact updating and management. A useful tool to activate your contact list.” — Computerworld • “The modern world is busy and engaged, and your professional and personal contacts merge. But how can you keep up with what they’re doing? CircleBack uses artificial intelligence and crowd-based intelligence technology to automate contact updating and management.” — TechCrunch • “CircleBack knows your contacts better than you do. By automatically cleaning, completing, and updating your contacts, as well as removing duplicates, CircleBack keeps your address book organized and up-to-date.” — abduzeedo • “CircleBack is helpful app that makes sure that you address book is up-to-date. But, the app also consolidates all of your contacts by removing duplicate entries and repairing errors like typos. It can also locate missing contact information or updated information from outdated contacts.” — Forbes REVIEWS LEFT ON THE APP STORE • “Continuously improving” • “Simple, Powerful, intuitive” • “Very Useful Complement To Apple's Contacts App” • “Great & Simple App” MORE ABOUT CIRCLEBACK CircleBack’s unique answer to contact management is a single tool that ensures your address book is up-to-date, unified & accessible on all your devices. CircleBack handles the time-consuming organization of your digital address book while you do what you do best: crush it daily. DATA USAGE Crowdsourcing powers CircleBack’s core, allowing you (and everyone else) to anonymously contribute to the intelligence of our database. Your contributions are matched with billions of other data points from millions of other users to provide the best, most up-to-date info for anyone that’s outdated or duplicated in your address book. We love hearing from you! Keep the comments coming by emailing us anytime at support@circleback.com.