Evernote Integration Highlights
- Send lead information in TRIBUS directly into Evernote notebooks
- Keep track of leads’ saved searches, showing requests and more
Evernote is a cloud and app based note taking, organization, and archiving application. You can think of it as a digital notebook or scrapbook for your life in real estate. It allows you to record text, hand handwriting, audio, video, and photos from your computer or an app on your phone or tablet. You can even keep track of your agreements and contracts and provide your clients a login to keep track of everything in real time. While TRIBUS has an excellent real estate task management system built in, many agents love the extra abilities of Evernote.
It can be used for many ways in real estate to help keep track of your business.
With the TRIBUS integration, you can push new contacts / leads, showing requests, saved properties, and more directly to your notebooks in Evernote.
Some examples of things you can do directly from Kristina Wise of the Good Life Team using Evernote to manage her real estate business.
- Keep additional notes about client needs in a client notebook
- Post saved searches, saved properties, or collaborative buyer matches to a client notebook
- Make and share home tours with clients including notes and your thoughts on each property
- Capture client feedback after viewing each property
- Send notes, photos, and recorded audio after the home tour
- Keep all client emails in an Evernote notebook
You can learn more ways to use this integration and see some real estate templates by visiting Harmon Enterprises – Real Estate Ambassador.
Basic plans for the service are free. If you’d like to share notebooks with your clients or need additional storage, the plans range from $35-70 per year.
Evernote is connected to TRIBUS through our Zapier integration.
Evernote Zap Templates
