Evernote CRM and Project Management


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.

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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.

See all

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Managing the Messes and Insanity of IT Support

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

CRM with Billing: Big Efficiencies That Mean Money

A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.

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Tools of the Trade: What Makes a Good Business Management Platform?

Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.

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