How to Track Business Information with Evernote


I've got to admit, I've got a dirty little secret. I'm falling in love again. But my husband doesn't mind, because it's with Evernote, the app that makes organizing and tracking your business information much easier. In this post, we're going to take a quick look at how this app works, how you can use it to keep track of all of your business information and some handy tips for using it effectively.

  • Evernote allows you to freely track a wide range of documents. It can be installed across a number of different operating systems on standard computers, laptops and mobile devices.

  • You can save documents, notes, reminders, images and other information to Evernote, then store it in a file system of your own design. This allows you to customize your storage to how you think and add tags for easy searching.

  • Here is an example of how Evernote works. You can write a quote for a customer, attach a picture of their business card and set a reminder to make a follow-up contact next week, with a note to ask about her mom's surgery.

  • You can also use Evernote for tracking information during travel. Instead of worrying about losing receipts or business cards in transit, snap a picture, file them as needed and travel easy knowing that your information is safely in the cloud.

  • Need to set up a workflow or central filing for your business information? With Evernote, you can set up files for multiple people or teams in your office, making it easy for everyone to work from the same files and save to the same location.

  • Handy website, blog post or PDF? You can now clip that information into Evernote for future reference or to add to your reading list. This makes it much easier to keep on top of your favorite blogs, gather information or save larger documents for later.

By using Evernote for tracking information, you can more effectively work between devices and across teams to further your company's goals and mission. Need more information about getting your business information organized and digitized? The experienced business professionals at AccountRely can help. Please feel free to reach out today to get connected to a business professional who can help take your company to the next level.

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