Manage your business from inside of Evernote

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 WORKetc 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 WORKetc

 

Why this is good for your business

Integrated CRM, project management, sales and help desk for your entire business.  Now integrated with Evernote & Google Apps to make your life easier.  Everyday.



We often come across ideas and information at the worst times. Usually while we’re in the middle of a project, or while researching – we’ll have one of those light bulb moments – but it’s rarely relevant to what we’re doing. At WORKetc we understand this frustration: trying to capture the important stuff without losing focus.

So while WORKetc manages the complex activities like projects, sales and CRM; Evernote lets you effortlessly capture the important information.  Put these together and you have a system that lets you capture, assign and manage all the complexity across your business.  No matter what you are working on or where you are working from.

 

How it works


You’re conducting research on a sales lead and find some ground-breaking info. You create a web clip using your browser’s Evernote add-on, sync it to WORKetc via the WORKetc #tags, and have it set against the lead you’re currently working on. 

You’ve just finished picking up business supplies for a client project. You take a picture of the receipt from your mobile and tag it within Evernote. A new expense is created in WORKetc, image included, and then associated with the current project you’re working on for that client..