Greetings, fellow business professionals and entrepreneurs! In today’s fast-paced world, organization and effective communication are crucial to the success of any enterprise. With the rise of technology, more and more businesses are turning to Customer Relationship Management (CRM) tools to streamline their operations and improve their customer experience. One of the most popular and versatile CRM tools on the market is Evernote, which can be used both as a note-taking app and as a platform for customer relations. In this article, we will explore the different ways in which Evernote can be enhanced with extensions to meet your CRM needs.
What is Evernote?
Evernote is a widely-used app that allows you to create notes, organize them, and share them with others. It has gained popularity over the years for its cross-platform compatibility and ease of use. Evernote can be used for a variety of purposes, from managing personal to-do lists to collaborating on projects with teams. Its versatility extends to the field of CRM, where it can be used to store important customer data and make communication more efficient.
How Does Evernote Work?
Before we dive into the different extensions available for Evernote, let’s take a look at how the app works. Evernote allows you to create “notes,” which can be text, images, audio, or even web clips. These notes can then be sorted into “notebooks,” which are like folders. You can create multiple notebooks to organize your notes by project, client, or any other category that makes sense for your business. You can also tag notes with keywords to make them easier to search for later.
Evernote’s search function allows you to quickly find any note or notebook with specific keywords or tags, making it a useful tool for managing large amounts of information. You can also use Evernote’s sharing feature to collaborate with others, allowing multiple people to view and edit the same note or notebook.
What Are Evernote Extensions?
Evernote’s versatility extends beyond its core features. The app can be enhanced with a variety of extensions, which are third-party tools that add additional functionality to the app. There are numerous Evernote extensions available, each with its own unique features and benefits. By using extensions, you can customize Evernote to meet your specific needs.
Evernote Extensions for CRM
Now that we have a better understanding of how Evernote works and what extensions are, let’s explore the different Evernote extensions available for CRM. Each of these extensions has its own unique set of features and benefits, so be sure to consider which ones will be most useful for your business.
1. Zapier
Zapier is a popular automation tool that can be used to connect Evernote with other apps and software. By using Zapier, you can set up “zaps” that automate tasks between Evernote and other apps, such as your CRM software. For example, you could set up a zap that automatically creates a new note in Evernote whenever a new lead is added to your CRM. This can help streamline your workflow and save you time.
2. TuskTools Calendar
TuskTools Calendar is an extension that allows you to view your Evernote notes in a calendar format. This can be useful for managing appointments and deadlines, as well as for tracking the progress of projects. You can also use TuskTools to create tasks and reminders that are linked to your Evernote notes.
3. Evernote Contacts
Evernote Contacts is an extension that allows you to store and manage contact information within Evernote. This can be useful for keeping track of clients, leads, and other contacts. You can create a contact note for each person, including their name, email address, phone number, and other relevant details. You can also link your contact notes to other notes in Evernote, making it easy to keep track of interactions with each contact.
4. CardMunch
CardMunch is an extension that allows you to digitize business cards and store them in Evernote. This can be useful for networking events or for keeping track of contacts you meet in your line of work. CardMunch uses optical character recognition (OCR) to extract the contact information from the business card, making it easy to add it to your Evernote contacts.
5. Skitch
Skitch is an extension that allows you to annotate images and screenshots within Evernote. This can be useful for collaborating with others or for adding notes to visual content. You can use Skitch to highlight important details, add text, or draw arrows or shapes. Skitch can also be used to create custom images or logos for your business.
6. Work Chat
Work Chat is a built-in feature of Evernote that allows you to chat and collaborate with other Evernote users. You can use Work Chat to discuss notes, share ideas, or ask questions. Work Chat can also be used to share notes or notebooks with others, allowing you to collaborate on projects or communicate with clients or colleagues.
7. HelloSign
HelloSign is an extension that allows you to sign and send documents from within Evernote. This can be useful for sending contracts or other important documents to clients or partners. HelloSign uses electronic signatures, which are legally binding in most cases. You can also use HelloSign to request signatures from others or to track the status of signature requests.
Advantages and Disadvantages of Using Evernote Extensions for CRM
Now that we have explored some of the different Evernote extensions available for CRM, let’s take a closer look at the advantages and disadvantages of using these extensions.
Advantages
1. Customization: By using extensions, you can customize Evernote to meet your specific CRM needs. You can add features and functionality that aren’t available in the core app, allowing you to streamline your workflow and save time.
2. Integration with other tools: Many Evernote extensions can be used to connect Evernote with other apps and software, allowing you to automate tasks and streamline your workflow even further.
3. Versatility: Evernote is a versatile app that can be used for a variety of purposes. By using extensions, you can extend its functionality even further, making it an even more powerful tool for managing your business.
Disadvantages
1. Learning curve: Using extensions can take some time to learn, especially if you are not already familiar with the app or tool being added. This can be a drawback for businesses that need to get up and running quickly.
2. Cost: Some Evernote extensions require a subscription or a one-time payment, which can add up if you need to use multiple extensions. This can be a drawback for smaller businesses or startups that are working with limited budgets.
3. Compatibility issues: Some extensions may not be compatible with your version of Evernote or your operating system, which can cause issues or prevent you from using certain features.
Table: List of Evernote Extensions for CRM
| Extension | Features | Cost |
|---|---|---|
| Zapier | Connects Evernote with other apps and software | Free plan available, paid plans start at $20/month |
| TuskTools Calendar | View Evernote notes in a calendar format | Free trial available, $19.95 one-time payment |
| Evernote Contacts | Store and manage contact information within Evernote | Free |
| CardMunch | Digitizes business cards and stores them in Evernote | Free |
| Skitch | Annotates images and screenshots within Evernote | Free |
| Work Chat | Allows for chat and collaboration with other Evernote users | Free |
| HelloSign | Allows for signing and sending of documents from within Evernote | Free trial available, paid plans start at $13/month |
FAQs
1. What is Evernote?
Evernote is a note-taking app that allows you to create and organize notes, and share them with others. It can also be used for CRM.
2. What are Evernote extensions?
Evernote extensions are third-party tools that add additional functionality to the app.
3. What are some benefits of using Evernote extensions for CRM?
Some benefits include customization, integration with other tools, and versatility.
4. What are some disadvantages of using Evernote extensions for CRM?
Some disadvantages include a learning curve, cost, and compatibility issues.
5. How can I add extensions to Evernote?
You can add extensions by searching for and installing them from the Evernote App Center.
6. Are there any free Evernote extensions for CRM?
Yes, some Evernote extensions for CRM are free, such as Evernote Contacts and Skitch.
7. Can I use multiple Evernote extensions at the same time?
Yes, you can use multiple Evernote extensions concurrently.
8. How do I know which Evernote extensions to use for my business?
You should consider your specific CRM needs and research each extension to determine which ones will be most useful for your business.
9. Can Evernote extensions be used on mobile devices?
Yes, many Evernote extensions can be used on mobile devices, although some may have limited functionality.
10. Can I create my own Evernote extensions?
Yes, Evernote offers an API that allows developers to create custom extensions.
11. Does Evernote offer customer support for extensions?
Yes, Evernote offers customer support for both the core app and extensions.
12. Are Evernote extensions secure?
Evernote extensions are generally safe to use, although you should always research extensions before downloading them to ensure they are legitimate and secure.
13. Can I remove an Evernote extension if I no longer need it?
Yes, you can easily remove an Evernote extension from your account if you no longer need it.
Conclusion
In conclusion, Evernote is a powerful tool for managing notes and information, and by using extensions, you can make it even more useful for CRM. Whether you need to automate tasks, manage contacts, or streamline your workflow, there is an Evernote extension available to meet your needs. By customizing Evernote to meet your specific requirements, you can improve your business operations and provide better service to your customers. We encourage you to explore the different Evernote extensions available and find the ones that work best for your business needs.
Closing Disclaimer
Although we have done our best to provide accurate and reliable information, the content in this article should not be considered legal, financial, or professional advice. We encourage you to consult with a qualified advisor before making any decisions related to your business.