katemitchell1605@gmail.com 0 Posted July 24, 2016 Share Posted July 24, 2016 is there any features to create and track customers and activity- this would be the only missing link for me Link to comment
Level 5* gazumped 12,076 Posted July 24, 2016 Level 5* Share Posted July 24, 2016 Hi. There are no CRM 'features' as such, but being able to capture a business card or a form by taking a picture, categorise the contact or order by title or tag, and move records between notebooks (or change some tags) for Open / In Progress / Delivered, makes Evernote a possible resource for a sole trader or a small business. You just have to decide what you need, and set up the notebooks and tags to support your processes. Link to comment
Level 5 jbenson2 2,149 Posted July 24, 2016 Level 5 Share Posted July 24, 2016 15 hours ago, katemitchell1605@gmail.com said: is there any features to create and track customers and activity- this would be the only missing link for me Use tags to identify your customers. Use individual notes to track each activity (sales lead, phone call, quote, order, problem) Link to comment
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katemitchell1605@gmail.com 0
is there any features to create and track customers and activity- this would be the only missing link for me
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