Send your notes off to work.
CRM, Projects & More for Evernote
Synchronize WORK[etc] with Evernote and use any note to:
- Update a project
- Assign a new task
- Create a sales lead
- Add a new contact to your database
- Delegate a support case
WORK[etc] is a powerful, all-in-one business management tool that combines CRM, Projects, Billing and More. Use it to run your entire business or just a team within. And when you integrate with Evernote, instantly turn your ideas into actions.
Free Trial
How it works:
No matter what you’re doing, any image, proposal, message, you name it – you can capture it with Evernote and sync with your WORK[etc] account in a matter of seconds.
Notes in Evernote can be instantly turned into tasks, projects, sales leads and more with a simple #tag system.
Scenario 1: Let’s say you are scanning your favorite news site and read about a potential business opportunity. Using the popular web clipper you capture the information in Evernote. Then by tagging that new note with #Sales Lead and #John Smith you have instantly created a new sales lead and assigned it to your sales guy, John, to follow up.What could be easier?
Core Features
Use Evernote to capture information for projects, sales leads, billable items and more.
Create new tasks, sales leads, support cases and timesheets within Evernote with simple tag language. For example, simply tag a note with #Project to create a new work project, or #Sales for a new sales lead.
Effortlessly synchronize information from Evernote up to WORK[etc] and choose which notes you keep private and which notes to share with your team
Work inside the simplicity of Evernote, yet still manage complex business activities by syncing with WORK[etc]
Scenario 2: You might be finishing off building a new home. Using the camera in your cell phone, you snap pictures of any defects you spot and write a quick note (in Evernote of course) about how to remedy the problem.
Then by adding the tags #ToDo, #BGC Builders and #22 January you instantly create a To-Do for BGC Builders to fix the problem by the 22nd of January.
WORK[etc] automatically notifies the builder and tracks progress on the task.
Featured Posts
3 Must-Know Strategies Your Business Needs For Successful Projects
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
4 Simple Tips For Max WORKetc CRM Efficiency From Real Users
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
7 Clever Add-Ons That Supercharge Google Drive Productivity
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
WORKetc CRM Success: Celebrating Your Big Wins in 2018
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
-
step
1 -
step
2 -
step
3