Evernote Business with CRM and Project Management : WORKetc Business Management Software | CRM, Project Management, Billing

Evernote Business with CRM and Project Management

INSTANTLY TURN Evernote Business ideas into leads, support tickets and projects.

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.

  • One platform for CRM, projects & billing
  • #Tags turn notes into tasks, leads, projects and more
  • Capture ideas in Evernote, put them to WORK[etc]

Attach CUSTOMER NOTES
Send research to a project
Update project progress
Capture expenses
Assign Support Tickets
Create new sales lead

  • Evernote for Project Management

    Sync your WORK[etc] projects into Evernote and then create notes. Those notes are turned into project updates and people in your team notified.


  • Assign tasks

    Take any note in Evernote and add the tags #Task, #Employee & #Date to assign a new task, with a deadline, to your co-worker.


  • Use Evernote for Business CRM

    User Evernote to capture opportunities on–the–go, then add the tags #Sales and #Name to automatically create a sales lead and assign to your team.

WATCH CLIP

200 plus 5–star reviews cannot be wrong

“Finally all my notes end up in my business”

S. Burrows

Masthead Digital

“Snap a pic, tag it and there is my project update”

Samuel Konstaniz

KonstructArch

“Evernote in business and WORK[etc] streamlines everything”

Julia Tan

Xinjoy

“I take all my research in Evernote and turn it into a fully scoped project instantly”

J. Asher

Environmental Engineer

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo