So, why even bother with Evernote when there are CRM solutions out there specifically designed for this task? For me it's simply the fact that I've pulled together almost every aspect of my business management into Evernote, so why make this a separate tool? I'm already using Evernote and third party tools to capture documents, customer interactions, photos and much more, so it's just a natural extension to not have information residing in more than one place. You may have more information items, and that's fine, but these are my minimum requirement. Attach documents relevant to contact/transaction.Record of emails and phone conversations.For sellers, information about their property.For buyers, information about what they want.Type of contact/prospect buyer, seller, vendor, contractor, title company, appraiser, inspector, etc.There is of course a certain amount of personal information we must maintain in order to communicate with our customers and clients, as well as to provide top notch customer service, including: But, I just think that the time and effort involved in trying to capture and file away this information is far more oppressive than the value I receive and the impression I make on people with an emailed birthday wish. If you do, I'm not saying that Evernote won't work, because it will. I don't do birthday greetings, don't need to keep up with children's names and grades in school, nor do I care what kind of car they drive or their favorite restaurants. I don't want to spend a lot of my time in capturing every tidbit of information about my contacts that they're willing to share. Whether you need organization for your personal life, school, or your business this app gives you the tools to do it all.Įvernote is the digital notepad you never knew you needed!Įvernote offers three different subscription plans: Basic, Premium, and Business.I take a minimalist approach to real estate CRM. Whether it’s a group project for school or business plan for your company, Evernote helps you maintain that organization and productivity. Upload checklists, articles, screenshots, recordings, or photos to your notes so they are secure in one spot.Įvernote has a powerful search tool where it's able to find any file you're looking for using keywords of a title, date, or description.Ĭollaborate with others and share your ideas all in the comfort of a single app. The app automatically saves all your notes and can be used online and offline. Let's say you're writing down a note on your phone, you can finish it right on your laptop hours later. With Evernote you can sync across any device so your ideas stick with you no matter what. Here is a list of some of it’s best features. This app allows you to keep track of anything and everything and organize it to your liking.
Well I’m here to tell you there is with Evernote.Įvernote makes it so simple to keep track of that important web page you forgot to bookmark and those dozens of handwritten notes piled on your desk. Whether we write an important thought down or take a picture and somehow lose track of it. We all experience disorganization in our daily busy lives. Also, the amount of times I’ve screenshot an article I wanted to read that I completely lost in my camera roll. I can’t tell you how many times I’ve written down my grocery or To Do list that I’ve lost within minutes.
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