Contacts Journal CRM

I love this program. I work in the eye glass frame business and the company does not have a good system. I takes forever to find a client and it just is not productive. I also tried sales force and that has so many bells and whistles you can get lost. This is perfect. First your able to find your client and then hit a button and know where they are and have directions. You can email , text or call prospect right after you see them. You can have templates that you can send out emails after you see a client for thanking them. This template is already pre written l. You just hit two buttons and it says email putting your clients name in it. IIy records every contact you have with them. In sales the touches are important and this gives you 4 different way to touch, they are In person, text, email and phone. it’s great. If there was one thing i wish it had would be a way to run a report on when you last made a contact with the client. it be something you could run on a daily or weekly It would include your entire database. this would help to know who you have not seen yet. It was very reasonably priced as well worth it to be organized if you don’t try this product then you’re missing out. I recommend this app to everyone.

My small company didn’t have a CRM when I came on board from a large corporation. I got tired of hand writing my call notes on file folders after each sales call, after each customer visit and then have to re-type again, a weeks worth of sales call notes to turn in to my boss. After downloading 10 different CRM free trial apps, this was the very best for what I wanted to do and use it for. Now, I log notes after each sales call, can attach a picture or quote (pdf) to the account profile and or log notes, edit, add or delete important information to review before each sales call, add a “color tag” to each account, to visually see when I’m scrolling through customer list, who is a Prospect, Existing, Cold Call or No opportunity customer. Best part is, at the end of the week, I can just “Export” and can sort by date, logs, etc. my entire week of sales call notes to my boss by email. It’s complete with all customer information and I can also schedule a follow up or “To Do” for each call that notifies me when due or past due. I love this app!! My company has encourage the other reps to download and use this app and they will reimburse them. It’s an efficient tool. Best $25 ever spent!!

I travel to meet up with clients quite a bit. I was using a routing program ($70 per month) combined with Microsoft one note and also keeping track of a spreadsheet of visits with customers to turn in for my reporting. I did find where some CRM‘s have add-ons that allow you to do the routing, but I didn’t want to spend $150 a month. $70 was justifiable, I could save that in gas. I’m just that “cost conscious“. I found this program. It easily allows me to do everything I need to do for a 1 time purchase of $25. After I imported My list of prospects, into my contacts, the program informed me they were new contacts to import. I was able to go in and pick and choose who I want to import, make custom fields for information that I need for each contact, and it automatically mapped them for me. It didn’t give me auto routing, but I’m OK with that. Everything I do can be logged or attached to each contact. I can schedule follow-ups, attach quotes and documents and have the information immediately available if the company asked me for it. Unfortunately, the only desktop version that’s available is for macOS. This doesn’t help me as I have to use windows, but I have this program available on both my iPad and iPhone and I can always export the information if I need it to an Excel spreadsheet.