CocoaCRM ® Features - for the macOS Version
Standard Record Types
Supports creating Organization records, Contact records either within Organization records or independent of them, and date stamped Conversation Notes within Contact Records.
Provides an Organization Perspective, a Contacts Perspective and a Notes Perspective - three different ways to views lists of your records. And any filter you apply in one, will be automatically re-applied if you switch perspectives.
Supports fast navigation between records and quick data entry. There is no web latency because CocoaCRM ® is a standalone desktop App, and navigation, as much as possible, avoids the mouse - You can get most things done through using Arrow Keys and the keyboard.
Easy Data Entry
Allows filling out text fields manually or via Drag and Drop, and supports Auto-Completion of text field values where appropriate (for city, state, zip code, country, title, department, source, priority, etc.), and setting values for still other fields via Drop-Down controls.
Powerful Filtering & Classifying
Supports Sorting and Filtering Records easily and powerfully - and also Classifying records in bulk as desired.
Exceptional Calendar Integration
Allows viewing your Apple Calendar Events, and easily filtering them on the basis of any combination of time, content and calendars - including in terms of their relation to Contacts within our App.
Enables updating or adding new Calendar Events - including by doing so with data pre-populated from any currently selected CocoaCRM Contact record.
Supports importing and exporting JSON files as well as CSV. We make no attempt to lock you into the App, as do too many other CRM solutions. We let you get data in and out as you choose, including by importing and exporting structured JSON trees of records, preserving relationships between organizations and contacts, and between contacts and conversation notes.
Dropbox ® Integration
Provides integrated support for Importing and Exporting data files to your own Dropbox ® account, such as for remotely backing up data, or sharing data with other people.
Exchanging Data with Apple's Contacts®
Allows Importing or Exporting contact records to and from Apple's Contacts ® App.
Importing LinkedIn ® Contact Information
Supports Importing LinkedIn ® contact information - importing what basic record data LinkedIn® enables exporting for your account contacts.
Ergonomic Preference Options
Supports changing the appearance of the App in terms of both Color Scheme, and Font Scheme. If you prefer light-on-dark or dark-on-light text, we give you multiple color scheme choices. If you want larger fonts for readability, that is also easy to configure.
Straightforward Data Customization
Supports customizing field names for many Organization and Contact records. Everyone has different requirements for record fields - we let you change many field names easily.
Big Picture Reporting
Supports generating pre-defined Reports aggregating data, which you can also export as CSV files for importation into spreadsheets. The App also provides particular data visualizations through a Dashboard Window and a Productivity Window.
Enables Auto-dialing phone numbers thru FaceTime® or other helper applications which can access your iPhone or land line.
Intuitive Map Generation
Allows viewing the location of any organization on a map, with nearby organizations identified within a radius you specify, and also points of interest of your choice.
Creating Records from Map Locations
Allows instantly creating new Organization records, from locations identified through Apple Map Services.