Contact Notes - Personal CRM Customer Service

1. Contact Notes - Personal CRM Customer Service
2. Contact Notes - Personal CRM App Comments & Reviews (2024)
3. Contact Notes - Personal CRM iPhone Images
4. Contact Notes - Personal CRM iPad Images

The personal CRM for minimalists.

Keeping bonded with people is nothing one can take for granted, but when achieved provides immense upside for almost every component of your life.

Contact Notes provides an easy way to regularly keep in touch with people. It is based on your phone's contact book, so no need to manage a separate database.

Notes are only synced to iCloud (during device backups) or optionally to dropbox, but never to the app developers (in fact, there is no custom backend involved with this app). The source code is open source and released under MIT license.

Features:

- Divide your contacts into four buckets:
-- people on the A list are contacted every three weeks,
-- people on the B list every two months,
-- people on the C list every six,
-- and people on the D list once a year.
- Take high-level notes after meeting or chatting with people, i.e. what they are up to, events that are ahead of them or other nice things to pick up next time you reach out
- Set reminders on notes, i.e. if you learned that your friend is heading on a hiking trip next month or has an important exam coming up, set a reminder to reach out how it went on that date
- Backup via iCloud (device backups) or dropbox (optional). There is no custom backend involved in the app, notes are never transferred to the app developers.
- Mark contacts that you still have on your mind to follow-up with, but haven't had the time yet.

Contact Notes - Personal CRM App Comments & Reviews