This episode is going to be a little bit different from our typical fare. Today we’re only talking about one tool – Evernote. But there are so many different ways to use Evernote that it deserves its own episode.

Using Evernote for CRM (customer relationship management) is probably the easiest and most obvious choice for this tech tool. In fact, it’s the only thing Joe uses for CRM. He uses it for a bunch of other things too, which he goes into today, but it’s the most efficient tool for managing clients and leads that he’s found in this business.

These tools allow us to create organization and structure in a way where you don’t have to think about it. Click To Tweet

The most important thing about Evernote is its simplicity. On this podcast, we are trying to show you how easy tech can be. We don’t want to confuse you or complicate your business. And we also don’t want to scare you away from technology. Simplifying your life, automating your systems – these are the goals we have when we record this show. And with Evernote, you can share links, save photos, and send emails from an app on your phone. The biggest takeaway from today’s episode is the way Joe uses his Evernote as a CRM and a personal diary. There are no rules when it comes to using these tools, it’s just important that you do use it.

It’s important to invest in technology if you want to accelerate your business to the next level, and what we talk about today should justify the small fee you pay for using some of the better features of Evernote.

If you complicate your CRM too much, you’re not going to use it. Click To Tweet


1:50 Our new favorite book

2:51 Joe uses Evernote all of the time

7:10 Evernote creates much needed CRM structure

12:39 Get familiar with Evernote on YouTube

14:48 Joe walks us through the ways to use Evernote (see video)

20:48 What Cory loves most about Evernote

23:22 Attaching property photos to Evernote

26:49 How to use tags in Evernote

27:46 How to search tags in Evernote

33:21 Keep it simple or you’ll never use this tech

38:22 The best automation you can get is a virtual assistant

39:21 Don’t be afraid of technology



Evernote CRM on YouTube


Good to Great by James Collins

Joe’s podcasts with Rick Otton

And don’t forget to download our Top Ten Tech Tools!


Cory: What’s up, Joe McCall?Joe: Cory Boatright, what’s going on, man?

Cory: What’s going on? I am pumped, man. We are going to talk about Evernote today. As a CRM, you have one of your students using that to run their business. They’re getting all their leads through there.

Joe: Yeah, that’s the craziest thing. We’ll talk about using Evernote as a CRM. First, if you want our top 10 tech tools, text the word TECH to 384-703-8470. You get a PDF, couple of pages, Cory’s favorite tools, my favorite tools, truly valuable, super simple, easy to go through, or just go to, and get it for free. Absolutely free.

Cory: Yes, the price is right. Get it for free.

Joe: If you don’t like it, we’ll give you your money back. That’s an old joke.

Cory: It’s still good though. One thing that we forget to do is Mr. Joe McCall is on the other end there. I’m Cory Boatright. We run a real estate business and we use technology to go ahead and help things be more efficient. Actually, we’re going through this book called Good to Great. I know you’ve heard of it, you’ve probably read it Joe, by James Collins.

Joe: Yeah, it’s good.

Cory: It talks about technology as an accelerator. Many people rely on technology as the end-all to run everything for them. We’re not telling you to do that. We run different businesses. I do about 100 wholesale deals a year. Joe and I both have coaching businesses. Joe does deals with the students and has his own business as well. This is what we do everyday and because we do things mobily, we do things virtually, we use technology to run a big part of the business, but it’s not the foundation. I want to make sure that you understand that this is an accelerator.

I think it’s easy sometimes, Joe, we get going here, we forget to even introduce ourselves. The great Joe McCall, also known as Podio Joe, for those that known Joe for a long time. But we’re not talking about Podio today. We’re talking about Evernote, and have you used it before?

Joe: I love Evernote. I use it all the time.

Cory: I do too.

Joe: How many notes do you have right now, Cory?

Cory: You have more than me. I think I have probably around 1200.

Joe: I have 28 notebooks. It doesn’t tell me on Evernote on the desktop, but it tells you on the phone. This is super important, because everybody’s just dying to know how many notes we have. 3344 notes in Evernote.

Cory: That’s a lot. It’s safe to say that you rely on Evernote. Why don’t you talk about why you rely on it, for your own, personal, and for business. But then also, we can roll into about the CRM.

Joe: It’s like a diary for me, man. Any time I get an idea, I find something that’s cool that I want to remember later, I’ll put it on Evernote. Sometimes I’ll just add onto an existing note, or sometimes I’ll create a new note. Like the other day, somebody emailed me something really cool. It was in a PDF. Evernote gives you a unique email address. I’ll email something to that email address, and it’ll create a new note in Evernote for me.

Cory: Yes.

Joe: It was something cool and I knew I wanted to. I couldn’t look at right now, but it would be a good valuable resource for later. I emailed it to my Evernote and there, if you look at it I can see the email and the attachments that were in there. It’s just amazing. It’s all synced in the Cloud. I can get it from my phone, my tablet, my laptop, my wife’s computer, anywhere in the world I can access this stuff in Evernote.

Cory: Do you pay a lot for Evernote Joe?

Joe: I do pay for some premium subscription. I don’t even know what it is. What is it, $20 a year, or something?

Cory: Pretty inexpensive to be able to have all the convenience that you have using that tool.

Joe: I don’t know how much it costs, but it’s worth it. I would pay $100 a month for Evernote. There would probably something else. Okay, here it is. I’m paying $70 a year.

Cory: It’s incredible. Here’s the thing, when people hear about technology tools, they first think about what’s its cost. The second thing is why do I need it? It isn’t why do I need it, and then what’s it cost. Here’s what you have to change your mindset to be effective and be as efficient as possible, and actually gain the edge because a lot of folks don’t have this mentality.

You have to change the way you think. It isn’t what it cost first, and then why do I need it. You need to ask yourself, “Why do I need it?” first. What’s it going to do to help my life be more efficient, get more deals done because I gained the edge. Is it going to give me other opportunities for connections that I don’t normally have right now? Can I integrate it with other tools? We’re going to talk about with this one. Then, from there you can say, “What’s that worth to me?” For many of the wholesalers I know, Joe—I know when you talked to students the same way—they don’t know what things are worth. “How much did the lead cost you?” “I don’t know.” “How much did you make on the last deal?” “I know, kind of, but…” “ How much was your net?” “I don’t really know.” They don’t know.

Some of the reasons that we talked about these tools is because we’re lazy, generally, as entrepreneurs. These tools allow us to create organization and structure in a way where you don’t have to think about it. Joe has something that comes in, I have something that comes in, I could throw it into Evernote. I can throw an image in there, I can throw a video in there, I can share it with someone else. There’s some really cool things that you can do with Evernote, right Joe?

Joe: It’s an amazing tool. I remember when I was first learning about real estate. Cory was my coach at the time. I bought a course, and he said, “You need to have a database.” I fought that tooth and nail. I though I don’t need a database. If they don’t want to do a deal now, then screw them. Why would I want to keep a list of customers that don’t want to sell their house to me, why would I want to keep a database of buyers? I just didn’t get it.

I thought I was smarter than my coach. I thought I knew better. I didn’t pay attention to him. It wasn’t until—sure enough I would do marketing—and I get a bunch of leads. All of a sudden, I’m buried in Post-It Notes, and yellow pads of paper. I know my leads aren’t getting followed up with. I talked to a seller two days later and they say, “Why you didn’t send me the thing you said?” Then I was like, “Who are you again?” I was just so messed up.

Cory: No structure.

Joe: No structure. I just started with Google Sheets, I think it was, or Excel spreadsheet or something, to start managing my leads. In fact, actually, was a tool called Smartsheet that I started using. Smartsheet is like an online spreadsheet software, like Google Sheets, but it allows you to attach records, attach files to each roll of data, and allows you to set up reminders and tasks to each of those line items. But anyway, I started realizing pretty quickly, as I started doing more and more deals, that I have to have a database.

The problem now though is, Cory, so many people complicate this. They think that the CRM has to do everything. They spend hours, and hours, and hours trying to get the CRM to save them a few seconds. It’s important to keep it simple. To go back to the basics, step aside, step away from the computer sometimes, and say, “Alright, what is really important? Do I need to have 30 different questions of 30 possible different scenarios? Do I need it to click a button and do all these fancy things afterwards?”

I don’t know. I don’t think you do. If you just had a simple CRM that just lets you track the name, phone number, email, address of the house, mailing address maybe, and then notes, and then tasks—

Cory: Keep it simple.

Joe: That’s it.

Cory: Keep it simple. You can always add on to things as you grow. Sometimes people go, “I’m not going to do that because it doesn’t do x, y, and z for me.” What you got to do is, you got to start somewhere. I know folks wait until the perfect tool exists. Well, it doesn’t have a contract generator in it. I don’t want to do that. It doesn’t talk to my title company. I don’t want to do that thing. It’s like you’re waiting for the perfect tool to exist. In the meantime, a year or two goes by, everyone passes you and you’re still on the same place.

Joe: Right. Some of the most poor wholesalers and investors are the CRM experts. They’ve got the best CRM that does all this fancy stuff to them, they got all this integrations, but they don’t ever even use it because it doesn’t matter if you’re not in front of the sellers, and buyers, and you’re talking to people.

I had an acquisitions manager. His name is Rick. I’ll never forget this. I posted some ads on Craigslist, got a bunch of people that applied. This guy was really persistent. I liked him. Sat down and had a coffee with him. We had a lot of the same values and he was really good with people. He’s a great people person. One of the things I appreciated about him was that he’s a really simple guy.

I hired him and I trained him. We started doing deals together. We started doing a lot of deals actually. To make the long story short, we actually parted ways. We parted ways as friends, and he went to continue real estate investing.

We had a strategy where we are focusing on finding the buyers first. He went and got his real estate license. Then, I started bringing deals to him because he had such good buyers. But anyway, we parted ways and it’s been about three or four years now. For the last three years, he’s been averaging close to 100 deals a year, doing about seven to eight deals a month. Has a real simple business, nothing complicated. It’s just his phone and his laptop that’s all he has. His wife helps him out a little bit, but you know what he uses as his CRM? Evernote.

He uses Evernote. I spent some time talking with him, and I even did a podcast with him about it a few years ago at If you just go there and do a search for Rick, you’ll see the podcast I did with him.

Cory: Put that in the show notes too.

Joe: If you search for Evernote at, and you’ll hear this interview I did with him. Cory and I were talking, and I said, “Let’s do a podcast about how to use Evernote as CRM,” because it’s super simple. It really, really is. The other thing I’d say is, if you are not familiar to what’s Evernote is, got to YouTube. Not too many people know about it. Just do a search for, ‘how to use evernote’ in YouTube. You will find a gazillion videos in there on how to use it.

Cory: Let me add to that. Once you do that, because there’s a gazillion videos, what you want to do is click a little button or a little dot or something called the filter. At YouTube, you look at relevance or you look at the number or views. The one that’s probably the most important is date. You want to look at the most recent one because that’ll cut down your fact.

Joe: YouTube actually does a pretty good job of that. They’ll put at the top of the list the best videos most of the time. In fact, do this, go to YouTube and so a search for ‘Evernote CRM’ and you’ll find a bunch of videos in there that teach this. We’re going to walk through this with you right now to show you how simple it really is. I’m going to share my screen with you here.

This is Evernote, I created a new notebook that’s called Real Estate Tech Show Podcast. You have over here your notes, notebook, and tags. Inside of a notebook which I created called Real Estate Tech Show, I have a note. This is one note I have here, it’s called a test note.

Let’s talk about how you would structure this. The first thing is you would need notebooks. The cool thing about Evernote is you can have master notebooks and subnotebooks underneath that.

Cory: Over on the left-hand side, you see one of your icons for notebooks.

Joe: Yeah, right there. You can have master notebooks and then subnotebooks under that. You could have a notebook for personal, and then a notebook for business, and then underneath your business notebook, you could have subnotebooks under that. In Evernote, they call it stacking. You can stack notebooks.

Cory: Yeah, under your personal, you could have family. You want to get out vacations, you get whatever.

Joe: I want to have different notebooks for seller leads, buyer leads, lenders, my networking contacts for example. When a new lead comes in, I want to create a note underneath the seller leads notebook, does that make sense?

Cory: Yes.

Joe: Some sample notebooks you could have would be seller leads, buyer leads, private lenders, and networking. I don’t even know if you need that, maybe let’s say you need it. Then you can a have notebook called Properties. Under Properties you have different notebooks under that like Under Contract or Sold.

Cory: All these other notebooks are really statuses, like under Contract, that’s status for the Property.

Joe: Under Properties, yeah but we’ll get to this in a minute. You can also use tags inside of Evernote for maybe your statuses. I would make each note either a seller lead, like a seller’s name, or a property. The cool thing about Evernote is that it’s completely flexible. You can do it anyway you want. You’re not forced to fit into somebody else’s box.

If you just start playing around with it, you will learn what works for you and what doesn’t. Don’t worry about trying to get it all figured out first upfront. Just start playing with it, start digging into it, and you’ll figure it out as you go, like, this makes more sense to do this folder, notebook structure, or whatnot.

Let me continue on this then. Let’s say you have a notebook for seller leads. A new lead comes in while you just create a new note. For the new note, you’re going to give the seller’s name. That’s going to be the name of the note. Then, inside of there, you can create tags. You can have a tag for new lead, hot lead, warm, cold, whatever. You could also have a tag for certain areas, if you have a North County, South County, West County, or whatever. Maybe depending on how you’re doing it, maybe zip codes or whatnot. You could have as many tags as you want. The cool thing about the tags is, you could say, “Alright, in seller leads, show me all of the cold tags,” and it shows you all the colds.

Then, what’s important is to have one master note that’s kind of like a template. You could create a new note. I’ll create a new note right here and I’m going to call this Master Template New Seller Lead. You could say, “What are the things you want to track in every new lead that comes in?” Maybe name is one, phone, email, address of property, etc. Then, maybe you have questions you want to ask. I’m going to make that bold and I’ll do bullets here like, “What’s your situation?” This could be your seller script. “What would you like to see happen?” “How quickly would you like to sell?” Maybe that’s your stuff. That’s it. That’s your template.

When a new lead comes in, you’re just going to take this, and you could do a couple of things. You could highlight the whole thing and copy and paste it into a new note, or you can right click on the note and you click on copy, and you copy that note into a different notebook.

Now, you have this new lead. You change the title to Suzie Jones, 123 Main Street, or whatever. That’s the title of this new seller lead. Give it a name. Her name is Suzie Jones. You put the phone number in here, you put the email. Now, I know that some of you are saying, “But I can’t send them an email from here.” Yeah right, you can’t. But guess what? This guy that I’m talking about—Rick—does close to 100 deals a year, he uses Evernote. He doesn’t have anything fancy. It’s not like he can send emails from here. He can’t create a contract from here.

Cory: You can actually send an email from there, but you have to share the note.

Joe: You could share this note with your title company. You can send a link of this note which had all these information.

Cory: Can we talk about this too, Joe? One of the benefits of Evernote, because I’m always looking at what’s different, this is really a to-do client resource. It’s not really specifically designed to be a CRM. You can do whatever you want with it, it’s flexible.

But one of the things that’s different about Evernote is, what you have is a link that each one of these notebooks, or note—notes are in Evernote—you can either share your notebook or you can share your note. I believe you can share both. It gives you a link. Do you want to just talk about that really quickly, because I think that’s important. Anybody can click on that link, and then they can see not only what you have there. Now you’re typing in the WYSIWYG Editor. You’re using the checklist option that they have for chat boxes. You can go in, you can link this, and it gives you a link, and you can look at it online.

Joe: Right here. I could share this note with somebody. I can also do what’s called chat. If I click on new chat, I can actually share this note live with somebody else in their Evernote account. But if I just wanted to, I could click Copy public link.

Cory: Yup. Go ahead and do that, Joe. Then open up a new browser so you can show people. I think that’s a powerful thing about Evernote.

Joe: All right, hold on one minute here.

Cory: You copy that link.

Joe: I’m going to copy that link, and I’m going to paste that link right here into Google Chrome, and here’s the note.

Cory: There you go. That’s live right now. Joe starts typing. Here’s what’s interesting, go back to your note, Joe. Put in another task there and just put ‘hello, how are you,’ all that. Now, go ahead and sync it.

Joe: It’s syncing right there on the upper left. Then I go here to Chrome and I’m going to refresh this page. There’s the stuff that I just typed.

Cory: There you go. Everything is right there, that’s what’s powerful about this. Imagine what you could do with Evernote now that you have one link that you can change on the fly, and not have to worry about sending somebody else another link. Anything else, it’s all on this one Evernote. I think that’s really different about this tool, Joe.

Joe: The other cool thing is you can start attaching pictures. I should have done this in advance. Let me get a picture of a house real quick here. I sometimes will just take pictures from Zillow. I’m going to save this image.

Cory: You actually take the image, you won’t just take the link.

Joe: Yeah, I could take the link too.

Cory: Use just less of your storage.

Joe: I could call this Zillow link, paste the link here. But I could also go up here to attach, right here. I can attach anything I want. I can attach some picture. I can go in and I can attach the contracts and the inspection reports. I can attach stuff from Google Drive or anything like that, right?

Cory: Right. It integrates with Google Drive and Dropbox, correct?

Joe: Yeah. Let’s say I have a spreadsheet, for whatever reason. I can attach the spreadsheet right there on the bottom. Now, this is my record. I could change the tags, I can move it to a different notebook if I want. Let’s say, I get this property under contract, I can move it to my notebook called Under Contract. Then I could copy and paste, maybe a new set of tasks or things that need to be done. By the end of the day when you look at this, you can see just by moving these notes around in different notebooks what’s going on in your business. The final thing I’ll share here with you is that, you can set reminders. If there is something that you need to do, or something that you need to follow up within a week on this particular seller lead, you just click on this reminders button, and you can add a reminder on a certain day, on the 20th or whatever about this note.

Now you’ve got this list of things, and on the 20th I’m going to get a reminder. It’s going to pop up in Evernote. I go into my Evernote and I can see from my list of tasks of things to do, what it is that I need to do. I could write up a task here, follow up, and send proposal. It’s very simple. It’s very flexible. It doesn’t have the bells and the whistles that you’re going to get in a typical sales CRM.

Cory: Like Podio. We use Podio quite a bit.

Joe: Right. But it does everything that you have to have it to do. If you need to send an email out, just copy this email address, copy or command-C or control-C, go to your email application, and send the email from there. If you need to create a contract, go into your computer, into an old contract, save it under a new name, just copy and paste the information in there, and then attach that new contract into this Evernote.

The idea is, you want all of your information over here into one place. Let me just talk to you real quickly here about tags. Look at this, you can have tags. You could have a tag for different statuses, or stages of the leads, in the hot, new, warm, cold, whatever.

Cory: Show what tags are. I think some people heard a tag, some people haven’t heard of tags.

Joe: I could create a tag called Hot. I have a tag called Important. Once I start typing in important, it brings up all of my tags that have, I-M-P.

Cory: Can you show where they would do that? If you put in important there, or you put in Hot.

Joe: Right here at the top.

Cory: Yeah. You put in a tag. Tag is a bookmark, essentially. Basically, think of tags as a way to filter. Now, if you put that Important, or Hot, you go ahead and put in some other tag. Then go up there to the search Joe, and show them how to do it.

Joe: I don’t want to do this because you’ll see all of my tags, and all of my personal stuff.

Cory: I got you. Okay, alright.

Joe: If I clicked on tags, and I go to search, and I can say, “Show me all of the leads that have a cold tag,” it’ll bring them all in and show them, which is amazing. Maybe you have a tag called ‘Follow-up,’ which means they’re in the follow-up. You can pull up all the follow-ups, and then look at all the ones that have reminders of some things to do or whatever.

Cory: If you go up there to the top corner, there’s a search box. This is what’s also really powerful about Evernote. This is where you can type in the tag to find it. It’ll go ahead and the syntax will pull in, or it’ll auto complete for you.

Joe: It’s looking in this notebook with all the leads that have its cold tag.

Cory: Yes. You can also create a search template. You don’t have to go in anymore and type it in up there. You can actually create a search template now. Get the one that you always go in, if you always type in cold, or hot, or important, you can create a search template now and click on that. It’ll automatically find it for you.

Joe: The cool thing too now is, when I’m in the field, I’m in the car driving around, looking at houses, I can update it right from my phone. I don’t have to have anything. I can just go right into Evernote, find this lead, update the information, maybe attach pictures that I took from my phone. If I got a contract signed, I can take a picture of that contract, scan it into Evernote, and I can save it as a PDF.

Cory: I love it. I love that.

Joe: But, let me just cover a few more things real quick. What do you need to have inside of each of these notes, or inside of each lead? Maybe a template of all the things that need to be done, you can put in contracts, you can attach emails, you can attach pictures of the house, what are the next steps, what are the reminders, maybe have a little thing that you have for numbers where you track the buy price, or the sale price, or your expected profit, or the expected closing date, and things like that.

It’s super powerful. Again, it’s virtually free. There is a free version of Evernote. But if you want to do the fancier things like maybe sharing your notes, or if you want a little bit more limit—you can get up to new 10 gigabytes every single month—you need to get it up. It’s $70 a year. You’re talking about $6 a month or $5 a month, or something like that.

Cory: It’s so inexpensive. Again, it’s changing the mindset of not what it cost, it’s what can it do for me, and what’s it worth to me. That’s way better question as an entrepreneur to ask yourself.

Joe: I’m going to stop sharing my screen here, so we can see our pretty faces.

Cory: Before you do, go back there one other time. At the very top, one other thing, on the search tags. When you’re creating a search tag, you can actually create the search template. I mentioned it before, but the purpose of that is, you can create multiple tags. Let’s say, I have Putnam City, and I only want to look at hot properties in Putnam City. I can put multiple tags into a search template, or tag template if you will. It’ll create that and you can save it. I just want to mention that there because that’s worth mentioning.

Joe: Right. There’s saved searches right here, it’s like saved filters. You can say, “Show me all of the Putnam City tags, leads,” or also I type in, “cold…”

The cool thing too about this, let’s say a seller calls you up, you see her number there, and her number is 353. You can type in to search 353, and it brings in all of your notes that have the number 353 in it. If I wrote the numbers 3-5-3-6-6-6-6, that brings up all the notes that have that thing in there. It makes it super easy and quick to find that house, or to find that seller. It’s important, you got to to have something where you can store stuff, right?

Cory: Right.

Joe: It’s super customizable. Anything that you want to track, you can. It’s here.

Cory: I love it. You can share, you talked about that a little bit more. You can actually share the link with folks. That’s great. You can share it with your team if you want to. I assume that your student is doing that. He’s sharing it with his team members.

Joe: Yup.

Cory: Is there automation tools that he’s using, that integrate?

Joe: No. He keeps it simple. That’s  too complicated.

Cory: Just keep it simple.

Joe: Yeah. The thing is, again, whatever you’re using, if you’re using Salesforce, Infusionsoft, FreedomSoft, Podio, whatever you’re using. Whether you’re an investor or realtor—realtors have five times as many different options as investors do—keep it simple for the love of all that’s holy. If you complicate your CRM too much, you’re not going to use it.

You just need a few simple fields, a few simple things to track: name, phone number, email, address of the property, notes, and the sixth thing would be task. What’s the next thing you have to do or who’s responsible for this lead. Every single lead has to have an open task with the due date assigned to somebody in the future. If you could do that, you’ll make more money because you make your money by making offers, by giving listing presentations, by actually talking to people. You don’t make money by making sure you have the perfect CRM that does all these fancy-dancy things in it that automate everything. That’s nice to have.

Once you’re getting to a point where you’re doing five deals a month or more, then you can start really building a fancy CRM that automates and does all of the stuff for you, where you click a button, it creates a contract, it emails the seller, it sets them up into a auto responder, auto follow up system, and all that stuff. It’s important, but you don’t need that when you’re just getting started. It’s really good. I see so many people, Cory, getting so confused, they give up because they’re lost in all of this technology and stuff.

Cory: Hopefully with this show, we do simplify a little bit for them. You don’t have to go all complicated, and just keep it simple. But there are ways that you can use technology that actually will help you. It’s not as confusing as you think it might be. Don’t get too overwhelmed.

Again, start somewhere. Just because it doesn’t do everything you want it to do, doesn’t mean that you can’t create some of your own custom methodologies that you can use with it. It doesn’t mean that there’s no templates that already exist. I know you mentioned how to use Evernote in YouTube, but guys, gals, if you get to YouTube, if you  typed in, “how to whatever,” you’ll find some incredible, incredible instructional videos on many of the tools that you might think are confusing that you’ve asked about. You’ll see people walk you through how to use a very simplistic—the foundational pieces of some of this tools—including Evernote.

I love it. I love the fact that he’s knocking out that many deals by using Evernote. He’s got his own system, and I’m sure he’s obviously customized a few things in there that we didn’t discussed. But, it’s simple enough, where he can go in, he can see all the properties that come in, he can see all the properties that needs to be followed up with. Keep it simple.

Joe: I’m looking here at YouTube, and there’s a bunch of really good videos right at the top on how to use Evernote as CRM.

Cory: Maybe we could throw a few of those in the show notes.

Joe: Yeah, we’ll just go to YouTube and just search for how to use Evernote as a CRM. Some of these are four years old, three years old.

Cory: Yeah, that’s the thing. Look at the date.

Joe: Yeah, Evernote made some changes and updates since then but there’s a guy here that’s got it eight months ago, using Evernote as a CRM package. That’ll be good. Some of these names I actually recognize. People that I know who were in real estate. This is interesting.

Cory: One of things that I think would be interesting is, let us know. Let us know if you think that you’d like us to go in deeper with this. Maybe there’s a need for this, maybe somebody would have a need, actually want to have all these done for them, have all the templates ready for them, have basically a mini product, if you will. Basically they can watch some videos on how to set up the buyer side, how to set up the seller side. If you want something like that, put that in the notes. Let us know if that’s something that you think you’d like to have more of a deep dive into.

Joe: Yeah, I thought about creating a simple course around that, Cory. We’ve talked about that. There’s other tools like Trello, maybe we can do an episode about that. Again, don’t complicate it. Keep it simple. You’ll make a lot of money in this business by keeping things simple. This guy Rick, he’s doing very, very well. Again, he just uses Evernote.

Let me say one more thing too. Sometimes, the best automation you can get is a good virtual assistant, a good VA, or a local assistant, virtual assistant. Somebody that can update this stuff for you. You don’t have to be the one typing in all these notes. You can just voice memo, like Voxer, or WhatsApp. Your voice memos to your assistant, to your VA, and your VA could be responsible for updating this stuff, and reminding you of what needs to be done.

If you’re a technophobe, and you’re like, “This is overwhelming, even what you’ve talked about is being confusing to me,” just email the pictures of the house to your VA, and your VA can attach those pictures to the Evernote. Email the fax, the contract to your VA, and your VA can take that fax and put it to Evernote, or your CRM for you.

Cory: Absolutely. One thing that I think is interesting here as we’re wrapping this up is, people treat technology like it’s their ugly stepchild, and it’s not. It’s something that can help you get more things accomplished if you allow yourself to change the way you think about, not necessarily what it cost but what can it do for me, and what’s it worth for me. We’ll, we talked about this many times.

Also, finding a way that you can start on something. You don’t have to wait everything to be prefect. You can just start, and once you get involved in doing that thing, the momentum happens. Another part of Jim Collin’s Good to Great is talking about the flywheel concept. The companies that goes from good to great, they allowed this flywheel concept to happen with the momentum. It took a little bit of time to just get going. They started, they inched forward, but  once they did, man, do you know how it is to stop a flywheel ? It’s almost impossible. The momentum keeps going. That can be your business, that can be how you use these technology tools to help you get more things accomplished.

Joe: Very good. Good stuff man. Real good stuff. And you know what else I’m thinking? We should do a podcast on Zoom.

Cory: That would be great.

Joe: Maybe we should record these podcasts on Zoom instead because then we don’t have to go around changing our recording settings when we switch between webcam and sharing screens.

Cory: All right. I’ll put that as one of our episodes, and why it’s important. I’ll put that down as one of our episodes in the mine map.

Joe: Cory, we could broadcast our podcast live while we’re recording it to Facebook.

Cory: I would love that. If we could do that, if we could record it while we’re doing the live, that would be great. If we can do that on Zoom, I’m all in.

Joe: All right. I’ve been using Zoom for a little bit and I like a lot. Actually the quality of the video sometimes is better in Zoom than it is in Skype. We’ll check that out.

Cory: Yeah, let’s check it out.

Joe: I just signed up for a premium account, where you can now share it live on Facebook while you’re talking, and while you’re recording it.

Cory: I’m down. I’ll do that today, because there’s other tools out there that I know that you’re going to have to do it separately, and it takes so much bandwidth. If Zoom has another way around that, I’ll take a look at it.

Joe: Let’s end this recording right now. Guys, go to to get our fancy, really simple PDF of our top 10 favorite tools that we use in our real estate investing business. Go to or just text the word “Tech” to, 384-703-8470 then we’ll get that over to you.

Cory: Leave a review.

Joe: Yes.

Cory: Please leave a review on the podcast. We really appreciate them and they mean a lot. We read every single one of them, even the ones you’ve talked  about with Joe having a big and long McCall. We love those. Make sure you put all of those about Joe on there. He’d loves that.

Joe: You know what, you’re going to get more review saying, “Please, tell Cory stop doing that.” That’s what the reviews are going to say.

Cory: Alright, till the next episode. We’ll talk to you soon. Thanks again, Joe, appreciate you.

Joe: See you again, bye-bye.

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