Capture, save, and turn notes into actionable items.
Quickly create and assign tasks, leads, contacts, and projects using Evernote tags.
The WORK[etc] Evernote CRM integration allows you to:
- Capture ideas and research notes in Evernote and push them to WORK[etc] as project updates
- Capture opportunities on the go by using Evernote tags to automatically turn notes into tasks, leads, projects, and more
- Assign sales leads and tasks to specific team members through Evernote