Contacts Journal CRM 1.5.0 MacOSX-mac CRM管理工具
ContactsJournalCRMformac版是一款適用於macOS系統的CRM管理工具，可以幫助用戶改變業務與專業的關係，能夠記錄過去的會話，設置即將召開的會議的後續活動，將重要文檔鏈接發送給客戶，以及使用可自定義字段擴展您的客戶信息。該軟件支持與系統自帶的通訊錄數據相互同步導入，並按照不同的分類來管理和過濾您的數據，將個人與業務聯繫分開，支持創建自己的聯繫人字段並將自定義數據附加到每個聯繫人，通過電子郵件或CSV文件從應用程序導出數據。主要適用人群包括銷售團隊、小企業主、承包商、投資組合經理、個人生產力黑客，以及專業人士，如律師，房地產經紀人，教師，護士等。

ContactsJournalisapowerfultoolthatwilltransformyourbusinessandpersonalrelationships:savenotesofimportantmeetings,setfollowupsandmeetings,createcustomcontactfields,andattachimportantdocumentstoeachofyourcontacts.AvailableontheMac,iPhoneandiPad,withseamlessiCloudsyncingacrossalldevices.

USECONTACTSJOURNALTO:
•addvaluetoyourprofessionalnetwork
•trackyourcustomerandclientrelationships
•manageyoursalespipeline
•getthebestoutofnetworkingopportunities
•seeamapofallyourcontacts,withcolor-codingoptions
•bepreparedforyournextmeeting
•trackinteractionswithfriendsandfamily
•effectivelymanagetasksandappointments
•carryavirtualfolderofdocumentswithyou
•keepacalllog
•storeimportantcontactdatausingcustomizablecontactfields

OURCUSTOMERSINCLUDE:
•salesteams
•smallbusinessowners
•contractors
•portfoliomanagers
•personalproductivityhackers
•professionallikelawyers,real-estateagents,teachers,nursesetc.

Aslongasyouaresomeonewhointeractswithmanypeople,professionallyorpersonally,ContactsJournalwillkeepyouontopofthings.Don’tkeepitallinyourhead,orlockedupinaspreadsheetorlegacysystem–useContactsJournaltotrackyourinteractionswiththepeoplewhomatter.

KEYFEATURES:
•ImportandlinkcontactsdirectlyfromtheContactsapp
•CreatePrivateContactsandPrivateGroupstokeepinformationseparatefromyourContactsapp
•SeeallyourcontactsandnotesonasingleMapview
•AttachFilestoyourcontacts;importusingfilepicker,ordraganddropdocumentsintoapp
•DragemailsfromtheMailappandattachtocontact
•Defineyourowncustomfields,andattachcustomdataforeachcontact
•AddToDoswithalertsinNotificationCenterforimportantfollow-ups
•CreateeventsinCalendarappforyourToDos
•Call(usingSkype,FacetimeAudio,oriPhoneoverWiFi),messageoremailyourcontactsdirectlyfromtheapp
•Exportyourdataforreportingbyemail,CSV,orPDF
•Norecurringbilling,nohostedservice.Worksoffline
•Featuringautomatic,seamlesssyncingwithiCloudbetweenMac,iPhoneandiPadapps
•DropBoxsyncalsoavailable

Compatibility:OSX10.11orlater,64-bitprocessor

HomePage-http://www.contactsjournal.com/