Jump to content
  • 0

customer database


katemitchell1605@gmail.com

Idea

2 replies to this idea

Recommended Posts

  • Level 5*

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
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

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...