The first feature that you should notice is creating notes. After completing the sign-up process, you can access your Evernote dashboard immediately. You can use your email or existing Google account to do this. We'll use this prefixing for other forms as well, as we'll see in Part 2 of the Prospect and Contact Management 3 part series.(Image credit: Evernote) Evernote: FeaturesĬreating an account on Evernote is pretty easy. This is the way it should be, as you always want to see the newest stuff on top when you do a contact search. Everything will always key to the contact's name(s). Now as I add all kinds of new info, notes, document attachments, emails and records of conversations, they'll pile on top, but I can always pull the basic info up easily. Tags would work as well, and you can set them in KustomNote, but it requires more typing to narrow your search results. By using prefixes with KustomNote I can pull up limited results that meet my specific information needs. What I do with KustomNote is set up a prefix for every note title to allow me to pull up this particular note by itself or at the top of a short list. This means that it would display at the bottom of the note list. Now we have a dilemma, as the most important and most frequently used info is in this CRM info post, which will be the very first or almost the first note we file for every contact. Remember that when notes display in Evernote, whether we're looking at the contents of a notebook, all notes, or the results of a search, we see the notes displayed with the newest on top going back in time. So, why even bother with Evernote when there are CRM solutions out there specifically designed for this task? For me it's simply the fact that I've pulled together almost every aspect of my business management into Evernote, so why make this a separate tool? I'm already using Evernote and third party tools to capture documents, customer interactions, photos and much more, so it's just a natural extension to not have information residing in more than one place. You may have more information items, and that's fine, but these are my minimum requirement.

Attach documents relevant to contact/transaction.Record of emails and phone conversations.For sellers, information about their property.For buyers, information about what they want.Type of contact/prospect buyer, seller, vendor, contractor, title company, appraiser, inspector, etc.There is of course a certain amount of personal information we must maintain in order to communicate with our customers and clients, as well as to provide top notch customer service, including: But, I just think that the time and effort involved in trying to capture and file away this information is far more oppressive than the value I receive and the impression I make on people with an emailed birthday wish. If you do, I'm not saying that Evernote won't work, because it will.

I don't do birthday greetings, don't need to keep up with children's names and grades in school, nor do I care what kind of car they drive or their favorite restaurants. I don't want to spend a lot of my time in capturing every tidbit of information about my contacts that they're willing to share. I take a minimalist approach to real estate CRM.

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