Turn notes into new contacts, sales leads, tasks, projects, and support tickets.
Capture ideas in Evernote and attach them to projects and customer contact entries.
Use tags to assign leads and tasks to specific team members from within Evernote.
Oversee the entire customer lifecycle using a single cloud-based system.
Every day is a battle of priorities between chasing opportunities, servicing existing clients, managing teams and staying on budget. Blink for just a second and you risk losing control.
Don’t let your business get away from you.
Evernote already helps you keep track of the everyday things you come across day to day. By integrating it with WORK[etc], you get a full-featured, enterprise-level business management system that can serve throughout the entire customer lifecycle.
Turn ideas into actions
Turn notes into anything from new contacts and sales leads to projects and support tickets. Attach research and ideas captured in Evernote to projects and contacts and have your team notified automatically.
Stay in control of operations
Use tags to assign leads and tasks to specific team members from within Evernote. Sync WORK[etc] projects with Evernote to quickly add project updates.
Streamline your business processes
Oversee the entire customer lifecycle starting from a captured lead in Evernote through to sales, support, and retention using a single cloud-based system.
Maximize revenue and profits
One system for managing deliverables, quotes and expenses means every billable dollar is captured then assigned to your client. Track performance using real-time analytics and reports.
As featured by
“All our information is in one place, accessible day or night. Remote online management of employees is now possible centrally, with seamless scheduling and no need for long-winded telephone conversation”
B. Pate, Web1SEO, Digital & Mobile Marketing, Florida USA
“… hands down the BEST solution for agencies. Perfect? no, nothing ever is, but damn close. I’ve been telling everyone about it, recommending it to my own clients too.”
C. Sanderson, Commix, Digital & Mobile Marketing, Colarado USA