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Task Management

Turn notes into actions

Easily add the notes you take with Evernote to the associated contact in OnePageCRM. Keep all the information you need to move the sale forward in one place.

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evernote crm integration

Here’s what you can do with this CRM integration

evernote crm integration

Keep notes where they belong

  • Add notes from Evernote directly to the contact in OnePageCRM in a few clicks.
  • Easily view saved notes in the contact’s Activity timeline.
  • Use a quick link to access the note in your Evernote account.
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See how it works

Have a look at how Evernote works with OnePageCRM.
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Integrate Evernote with an action-focused CRM

OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your client database into a simple to-do list (we call it Action Stream).
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Connect Evernote to your CRM

Discover the full potential of our simple CRM by integrating it with Evernote. Keeping in touch with clients and growing sales have never been easier.
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Evernote CRM Integration

  • Can I use Evernote as a CRM tool?

    Evernote is one of the most popular organizational tools on the market. Use it for taking minutes at meetings, projects, brainstorming sessions, and to-do lists. It allows simple note indexing, tagging and grouping in notebooks for an easy search.

    By combining it with a simple CRM system, like OnePageCRM, you can build strong and long-lasting relationships with your clients. Contrary to Evernote, OnePageCRM allows you to add follow-up reminders next to contacts, build comprehensive client profiles, keep email conversations on their individual Contact Pages, send invoices straight from your CRM, and much more.

  • How does this Evernote CRM integration work?

    When connected, you’ll see the Evernote button appear below the Next Action area in your OnePageCRM contact’s profile.

    Clicking on the Evernote button will show you a list of notes divided into notebooks or grouped by tags. All that without leaving OnePageCRM. Select the notes you require and save them directly into your contact’s profile.

  • What are the benefits of using Evernote CRM integration?

    Organization is key in business today, from jotting down notes after a brainstorming session to planning a large project. It’s important to keep a record. By keeping all client data in one place, you can easily focus on building and nurturing strong business relationships.

  • How can I use Evernote together with a CRM system?

    Let’s say you’re working on a large sales opportunity for a particular company. You can use Evernote to help you research, make notes and record important information on the deal.

    You may not want all of this data in your CRM, just the points relevant to this case or sales process, so this CRM integration allows you to easily decide what exact data is pulled into your contact’s activity timeline.

    Evernote notes are now easily accessible from right within your OnePageCRM account. You can view previous notes or research undertaken to guide you on that next sales call. Now, you’ve all the info you need right at hand.
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