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Showing results for tags 'crm'.
Found 7 results
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You can do so much more with evernote. You can build a complete CRM and that is what we did. Yet, the problem ist that you write text and text about one issue and this section of your note gets longer and longer. Jumping to the next section of the note is difficult. How awesome would it be to put the long text block into one table THAT I CAN SCROLL UP AND DOWN, so I can skip the table easily when scolling the note OR I can dive deeper into the cal protocol. I already can scroll LEFT to RIGHT, so UP and DOWN must be possible too. Do you also wish for it?
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I am tired of the incessant "verify your email" notifications and emails every couple days or so. The verification should only be sent out when Evernote suspects any suspicious activity on my account. Otherwise, this is intrusive, and if it doesn't stop, I'll have no other option but to block all communications from Evernote. -
Clipping Map or Contact Data into Evernote
R Vilgalys posted a topic in Evernote General Discussions
Hello, I run a business that involves *lots* of mobile in-person sales (we're a distillery, we sell booze to lots of restaurants and liquor stores). I've got Evernote set up for a bare-bones CRM so I can tag leads and customers by city and status (sampled, follow ups, blah, blah, blah). What I'm wondering is if there's a decent integration or workflow that anyone has for moving info from Google Maps / Apple Maps / vCards into Evernote notes -- basically so I can quickly clip a bunch of cocktail bars in a given area. The Evernote Web Clipper on Google Maps mysteriously leaves out the Phone Number, so it's not that useful. Apple Maps is great for this because you can create a contact from any location, but besides Apple's Contacts app just chunking the literal vCard file into Evernote it doesn't really integrate. The 'share' contextual from Apple Maps also doesn't show Evernote as one of the options. Anyone know a good way to do this? Thanks! -
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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Hello. I use EN for my CRM and love it. I think it would be great if somehow Context could pick up and include internet headlines and news associated with a particular note or even topics within a note in addition to connecting to other notes. For example, if I have a note titled "Company X", it would be great if in context included (news) headlines from the internet on Company X. What do you think? I searched other comments, feature requests and forums for this idea but didn't see anything. Thoughts?? -
BASED ON THE RESPONSES RECEIVED THUS FAR, THE ANSWER IS "NO". I've subscribed to a CRM - Insightly. Thnx to those who have participated here! I am attempting to use Evernote as Contact Management System or as a Contact Relationship Manager (CRM) for my real estate business. So far, so good! If I could add a recurring reminder while also using the reminders for a single (one-off) reminder at the same time, that would be so amazing. There may already be a way of doing this, and if there is, please point me in the right direction. I tend to use Evernote on my iPad about 90 percent of the time. Thank you Sam Soukas
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I'm looking at using Evernote as a CRM tool..... I have a small membership type website that I get many emails from; membership signups, paypal payments, customer support emails etc. I'm hoping to end up with a system that 'bundles' all these emails and data for each member in an easy to find / use place. A slight complication is that a member is an organisation so emails may come from a variety of email addresses and they will not necessarily even be the same domain making filing etc more complex. Ideally I'd also like to pull in extra data from the website. I was thinking of doing this with a custom cron job on my server that auto sends emails to Evernote with the data in, that way I can add the notebook/tags etc to the email. I thought I had a good solution using Evernote and the ability to email into Evernote directly. I was hoping to redirect emails into Evernote tagged with the organisation name however I obviously don't know who will join when, to pre-create the tags. AFAIK Evernote will not create new tags via an email. Is there ANY way I can automatically create a new tag based on an incoming note? There would always be an initial email that could be processed when an organisation joins for the first time. Many Thanks,
