Evernote Tips: How To Build A Simple CRM System In Evernote

[@EvernoteScott]

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[@mridhu21]

I have tried Trello and Notion but came back to EN. I think this is one great idea for a solopreneur.

[@rolleilittle]

I've must have seen every video available that teaches Evernote because the one thing that has had me confused, until I saw this Video, was the use of Tags. I now understand it. Many thanks. Rollei.

[@MrJamesWMcGregor]

I am discovering more and more how powerful evernote is, Thanks @Scott for sharing your knowledge and expertise. We decided to go paperless here and have settled on Evernote for that purpose. I do sales and support in my business and have been thinking for a while about how to ditch crm and helpdesk - your video has given me lots of ideas on how to achieve this, and also ways that I can tweak what I have started doing in evernote already. - Thanks!

[@EvernoteScott]

You are welcome James! I am so glad you are enjoying the videos! Don't forget to watch the sales prospecting video. It takes this entire concept to the next level!

[@Tompa974]

Hey Scott! I am a student and I find that the use of Evernote will collect everything in one place, be it course documents, specific lectures or notes that I can take on the fly. You making these vidoes lets me visualize how I could use Evernote much, much easier than me trying to figure it out by myself. Also, the Daily Fill video was great, and something that I'll try to make a routine out of. Thank you for taking your time to make those videos! You have a great day!

[@EvernoteScott]

Hi Tomas! I am so glad you are getting so much out of the videos!

[@BethanyPickHer]

You are just awesome. Thanks for doing these and please keep doing them. You are very helpful. I almost got rid of Evernote and decided, after watching you, that I will buy the premium package. Evernote should give you affiliate sales - if they do, I will go through your link.

[@EvernoteScott]

Thank you so much Matti! I am so glad you enjoy these videos! I have a lot more exciting things in the works for this channel in 2014! I am working on this!

[@BethanyPickHer]

Good! Your organizations skills are impressive

[@EvernoteScott]

Matti Vann Thank you! :)

[@josephrobertson2874]

Great video, was just about to purchase a cloud based CRM, definitely saved me some money. The lesson was just enough to convince me otherwise.

[@EvernoteScott]

Awesome Joseph! How is this working out for you so far? I'd love an update! Feel free to drop me a line at evernotescott [at] gmail [dot] com

[@LoganWeilerIII]

Clever, resourceful, and a life changer. Thank you for sharing.

[@EvernoteScott]

You are welcome Logan! Thank you for your comment!

[@aruninnah]

Love Evernote and your videos have helped me to take it a step further ! thank you.

[@EvernoteScott]

So glad! Thank you for your comment!

[@EvernoteScott]

Totally understand! This setup definitely is for a specific purpose. It doesn't "cover all the bases...but does a pretty darn good job with it being fee!" :)

[@WolfSurvivalUK]

Thank you Scott! I will be using this solution for start up business customers. I will of course point them to your channel as well but this si something I can use to introduce myself to them as a start up business advisor.

[@EvernoteScott]

WolfSurvivalUK Awesome! You are welcome! I'm glad I could be of service to you.

[@etishree1]

hey its a magical app which has really reinvented my life....thnx aton SCOTT

[@EvernoteScott]

Eti shree You are welcome! :-) My pleasure!

[@StephanieDavis]

My 2014 resolution is to use Evernote more effectively! The crm functionality nails it for me.

[@EvernoteScott]

Awesome Stephanie! So glad this helps you a lot!

[@StephanieDavis]

I'm the director of advertising for a small newspaper. I'm really interested in using Evernote for CRM purposes.

[@EvernoteScott]

Stephanie Davis That is awesome!

[@sisiwhite3364]

Excellent and informative -- a friend is starting a business and is looking to use Evernotes as the way to keep all the business records. Is the system still growing or is pretty stable?

[@EvernoteScott]

Sisi - still growing! It is getting updated on a consistent basis!

[@shantanupethe]

Hi, Good informative Video.... Thanks. But just one thing i want to know is "Difference between 'Notebook' & 'Notebook Stack'" Which one i should prefer?

[@EvernoteScott]

Notebook is a single notebook. The Notebook Stack is a "Stack" of notebooks. Please let me know if that isn't clear.

[@HelloMiMi888]

Nice video Scott. I was wondering what the PEEPS is for?

[@rpmintpartnersinternationa4745]

Thanks so much for posting these great vids "Scott" great concepts and tips! Very helpful.

[@EvernoteScott]

You are welcome!

[@rafalpotasz]

Thanks for another interesting video. You're the reason why I use evernote, so well done! Not easily persuaded. I will give you some feedback on the last few videos in a message when i have something of use to say. Thanks again, keep it up.

[@EvernoteScott]

Thank you for the piece of feedback Peter! I appreciate it!

[@fabricef6825]

Awesome system! How do you plan follow-up tasks in the future?

[@techielabteacher]

2nd watch after years. Still useful because I am doing an training on Evernote while knowing updates.

[@olajideparis]

Great video Scott, thanks for this.

[@denconstutube]

Excellent video. Very valuable.

[@melvinhughes9988]

Here again, perhaps this should be one of your first videos. Explains the reasons why I would want to use it very well. One concern...I deleted Evernote after having it for about a year because I didn't understand the "sync" feature. I found that my Evernote history had recorded my login information. So I panicked, erased the history and deleted Evernote. Still unsure about the "sync" feature.

[@EvernoteScott]

I am not sure exactly what you mean. Could you give me more specifics.

[@TinaLRoman]

love the idea of the simple CRM!! Thank you!!

[@EvernoteScott]

You are welcome Tina! :-)

[@Switchrunner23]

Thanks for the vid. I am using Base crm I don't think I can replace it with evernote. I do pressure washing, landscape design, and pruning in the Seattle area. I like the tags but I would need a way to mass email all my pressure customers.

[@richardcosta539]

Great info, even 9 years after publishing

[@Darignobullseye]

Thank you. Great Suggestions how to use what I already have to be more productive and organized work flow.

[@EvernoteScott]

You are so welcome! :-)

[@clcevents9868]

Thank you so much for all your videos - brilliant - some help please - when o scan business cards into Evernote is there any way their contact details can be saved into excel spreadsheets automatically so you can then use then to email out in groups and transport this out of Evernote? Thanks so much 📇

[@EvernoteScott]

+CLC Events You are welcome for the videos! Unfortunately I don't believe that is possible right now at this moment. What is it that you are trying to accomplish?

[@aleksrojko8877]

Hi there. Thanks for a splendid video. Would be good to have a folder for each company and stack it - the problem is that if you want to share it with your peers (evernote business) you can not do so with stacked notebooks. Looks like you will end up with creating notes with company name in the topic as then you will be able to share it with other users if required. Unless you have a different idea. Take care

[@EvernoteScott]

You are welcome Aleks! I agree...the inability to share stacked notebooks is frustrating. It seems like you are thinking on the correct path!

[@mikeweatherford345]

Great Video, Any way to add emails and photos to this

[@RobinHartHypnosis]

What about getting reminders of clients birthdays or to-do follow up client call reminders? How do you search for client by date?

[@BMReder-ox3jq]

Just purchased evernote and trying to learn about evernote. regarding business card . I took picture of business card is there a way to connect with outlook to send emails to a group? Do you have a video for that?

[@TheJolo427]

Thanks for these videos!! I am a mortgage professional dealing with hundred of clients per week from all different referral sources. Some are from realtor groups, individual realtors, some are online referrals through a squeeze page, some are just random from google searches. How would you suggest these using notebooks? I also have short to long drawn out conversations with each client that can span from weeks to months or even years.

[@EvernoteScott]

+TheJolo427 Send me an email and let's get on the phone! I absolutely know there is a way for me to help you create something to help you optimize your setup and workflow! evernotescott [at] gmail [dot] com !

[@IrinaKrylova]

Thank you, I was looking for such video.

[@mattmarkus4868]

Hi, thanks for your videos. I'm trying to figure out if it makes more sense to have a folder for each customer in a business, or to have a tag for each customer and not worry about creating folders? So more folders/fewer tags; fewer tags/more folders. Do you have any advice on which way is better? Part of me thinks it's a good idea to get away from hierarchal systems, and use tags instead. Basically to just dump everything into one related folder (say your company name) and then wherever you would normally want to create a folder, just create a tag and assign the note accordingly. Which way do you think works best? I just started using evernote and I'm trying to figure out how to set up my business the best way. Should I copy the folder style of my Windows machine or just use tags, or some combination? Thanks!

[@EvernoteScott]

The best answer is "It Depends." At the end of the day, you will be using the system. You have to think about how you plan on using it for you, so that it works best for what you need it to do. Depending on how your brain works and thinks, will depend on how you set it up. There is no right or wrong way to do it. The videos I have on the channel are a guide to get you thinking about setting it up in a way that is best for you. Let me know what you think!

[@LiamKentOfficial]

Hey man, how would you organize for a recruitment company with clients and candidate on a large scale talking to 30 clients a day and 50 candidates a day. ?

[@adambland1110]

I like the idea of tracking contact with prospects/clients/associates, etc., but I would not recommend putting action items in the notes unless it is for retrospective review or linking them with specific points in the relationship. I would instead create a separate note for the action item so that you can manage your immediate workflow more efficiently (all action items in one place) and then tag it. If there is a way to link notes to other notes, this would be a great opportunity to use that feature.

[@EvernoteScott]

The beauty of Evernote is that you can make it what you want because it is a blank slate!

[@GreasesSpartanQuarters]

Thanks for sharing. I'm using the Secret Weapon (GTD+EN) method and it seems natural for me to extend EN as a CRM. I need to capture meeting and call notes from customer interactions but I also have some email history that I want to be able to reference. Have you already covered an approach to this in another video?

[@EvernoteScott]

Hi Greg - I have touched on those yes...but haven't gone really deep into them. Check out all the videos, and if you still have questions, you can always just drop me a line!

[@pgailey]

Scott yet again, great content. I suggestion. Best to not mix content like you did In this video. One topic per video. In the end it will make for better indexing. Regards,

[@EvernoteScott]

Hello Mike! I am not sure I understand your question 100%. Could you please explain! Thanks! Be sure to check out the newest video I just posted!

[@Listedbyvalerie]

Miss your stuff!

[@EvernoteScott]

+RE/MAX Preferred Properties: Valerie McEvoy More will be coming soon! Stay tuned! :-)

[@RussellNcore]

can i use this system to co ordinate with a calendar in an automated way for follow up calls

[@EvernoteScott]

Not to my knowledge

[@DustyStaggs]

How would you set this up for a Real Estate business?

[@EvernoteScott]

Dusty Staggs Hi Dusty! Great question! What type of real estate business? As a realtor, or as an investor?

[@JenniferPurzycki]

+Evernote Scott residential real estate for me

[@thatsalih]

Amazing stuff!!! thanks Scott!

[@EvernoteScott]

+sajidxk9 Welcome!

[@oscrm1760]

I have a small moving company evernote may help me at run my business . Clients prospect supplier leads etc follow up the clients etc

[@Fixer321]

How can I use this in my auto repair business

[@greitzjr]

Thank you Scott; very helpful. You had mentioned viewing a vlog of yours, "brain.notebook" (?). I was not able to locate it. Would you please post a link? Thanks.

[@EvernoteScott]

Here is the link to the braindump notebook explanation! Evernote Tips: How To Manage The Creation of New Ideas You Get Throughout Your Life Using Evernote

[@greitzjr]

Evernote Scott Thank you Scott. Have you ever thought of making making your vlog with showing yourself creating it rather than just showing the contents page view. (If that makes sense) I watch Steve Dotto for Dottotech quite a bit. You may want to check him out. His vlogs switch back and forth to showing him and also whatever the application he is doing. Just a thought. And thanks again I enjoy view your stuff!

[@EvernoteScott]

I am so happy to hear that Raz! You are welcome! Stay tuned! I just uploaded a new video that is similar to this one! Check it out!

[@ImSEOKing]

This is simply amazing... :)

[@EvernoteScott]

Eugene Macarius Tan I am so glad you found this video to be valuable Eugene!

[@EvernoteScott]

So glad you loved the video denconstutube!

[@leighaskin1653]

Is it possible to import emails into the notebook

[@EvernoteScott]

Yes....Watch this video...It is one of the features that I cover...kzbin.info/www/bejne/eZaVkJqNj611f9U

[@theroncon]

I hate you. Overwhelming at first but I think I'll get it but you make it look so easy. I'm needing a database and this is close to what I need so far and we'll see. I will be checking out all of your vids regarding evernote. But I still hate you and I challenge you to set a VCR clock since this is the tech I'm use too. Thanks again dude.

[@EvernoteScott]

Thanks for your comment, and for your feedback. Have you seen this video as well where I show people how to put together a sales prospecting system together using Evernote?Evernote Tips: How To Create A Sales Prospecting System Using Evernote

[@theroncon]

Evernote Scott One question please. When creating a database type note is it possible to create fields? And I'll send you a free vcr if you answer.

[@EvernoteScott]

theroncon Unfortunately no you can't create fields. What are you trying to accomplish exactly?

[@EvernoteScott]

MiMi PEEPS stands for "People." I hope you are having a great day! Be sure to check out the newest video I just posted, and also sign up to receive new video updates by going to the website .... scottbradley (dot) name (slash) evernotetips

[@EvernoteScott]

You are welcome! Stay tuned! I just uploaded a new video that is similar to this one! Check it out!

[@DustyStaggs]

Hey Scott as a realtor

[@EvernoteScott]

Dusty Staggs Thanks for the clarity on this! Stay tuned!

[@EvernoteScott]

Send me an email to evernotescott [at] gmail [dot] com and explain your situation further...I will make a future video to help you with this!

[@jerryh1937]

Good video. Please remove the computer sound (the keyboard noixe) and recommend not to use the address "guys" as it is condescending. Sorry for the negative comments, but I beleive the comments will help your tutorials.

[@EvernoteScott]

I appreciate your feedback Jeralo! Thank you for leaving your comments!

[@jerryh1937]

I appreciate your videos, but I have a few suggestions: 1. Please do not turn on the key stroke sound; it is very annoying 2. Limit your video to one topic: You spend 7 min referring to info left out from a previous video. I selected this CRM video because I wanted that topic only, but I have no way of knowing when you are going to start with the CRM. I have noted this problem with other videos of yours that I have watched.

[@SoftwareJudge]

Sorry, but no. When have have so many great totally free CRM systems out there (Bitrix24, Hubspot), why even entertain the idea?

[@EvernoteScott]

It's all based on what works best for you! That is the beauty of this app!