Brandon Krieger
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About Brandon Krieger
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Hi Everyone, Since my initial post, I have been using Hubspot.com for my CRM system which has really help me with my client management.
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Hi Everyone, I have been using Hubspot.com which is a free CRM and it's been pretty good so far for what I need. I wish Evernote would build up a relationship with hubspot to integrate Evernote with them.
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Aren't they all like that Chris?
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Thanks Chris, I have been testing out Hubspot CRM and it appears to work for what I need and it's FREE
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Hey Chinarut, yeah it was. How are things going with you? I am playing around with Inslghtly.com as well as Hubspot.com CRM's to see which one works best. To bad Evernote hasn't looked at developing on their core. I know they were working on Hello and they could of developed that out to be a CRM tracking. How is Highrise HQ? /Brandon
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Thanks Mark for your process. I setup. I came up with my own CRM type follow up system. 1) I capture the lead, their information, contact information, business card, personal information 2) Then I have created a stack that is called "Leads" 3) In that stack I have created 5 notebooks called "Follow up 1", "Follow up 2"...etc 4) Then I set reminders on the notes when I need to follow up with so that on that day I receive an e-mail report. It's is a very simple CRM for me.
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Good morning fellow Evernote users, I was wondering does anyone use Evernote as their lead tracking and follow-up system. A very light CRM? Recently I have been looking at different cloud type CRM systems, Salesforce, Infusionsoft, ACT....etc the list goes on and on. I was wondering 1) Have you tried to use Evernote as a CRM for lead tracking and follow-ups? If so what is your workflow 2) If you don't, what system do you personally use. I know Evernote has partnered up with Salesforce, but I would like to hear what you use. I look forward to learning from you.
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How to remove note from Business Library?
Brandon Krieger replied to lukaszdzik's topic in Evernote Business Technical Issues
Hi Everyone, What you can do is go to the "Admin Console" either through the web or if you are using a Mac click on help and "Go To Admin Console" There you will find Content: click on "Notebooks" and you will be able to delete them from there. Thanks Brandon Krieger Evernote Business Certified Consultant -
I don't see optional payments. I do see that I can contact them is that what you are referring to?
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Is it possible to pay for Evernote Business with PayPal? I don't have a credit card and would like to do the monthly payment. Thanks
