INTEGRATIONS

CRM WITH EVERNOTE INTEGRATION

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

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

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