Using OneNote as a CRM Replacement for consulting
April 26, 2016

Using OneNote as a CRM Replacement for consulting

Alan Matson, CCNA:S, MCP | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with OneNote

We currently use OneNote to share and sync our important client details for job visits, etc. Instead of having to publish a full suite CRM to manage customer calls we have templates created in OneNote that include the job details and blanks for the consultants to add notes for the work done and any recommendations. These pages can then be formatted and printed to PDF to provide to customer with the fixes and recommendations from the visit. Since all data is synced anyone can pull it up and there is always a backup copy on the cloud.
  • Note sync
  • Easy collaboration
  • Cloud backup of notes
  • Ability to make templates that are shared
  • Better layout
  • Make templates easier
  • More sharing options
  • Positive - Saved us money on finding a more expensive solution
OneNote was the best choice over Google Drive because Google keeps changing their products too often removing some features and adding others that we do not need. We also looked at self hosting with ownCloud but the ability to use OneNote on a multitude of devices and no purchase of hardware was needed by us to operate OneNote.
I think it is best suited for collaboration of project ideas. Where it would be less suited would be for someone looking for a replacement for a full fledged collaboration suite.

OneNote Feature Ratings

Evaluating OneNote and Competitors

Yes - Owncloud, we wanted to look for a solution in which we did not have to self host and not have to purchase equipment to run it.
  • Price
  • Product Features
  • Product Usability
  • Vendor Reputation
The usability was the most important factor for us. We wanted something that can be synced between multiple devices including phones and tablets for consultants in the field.
Better field testing prior to purchase, we got lucky but this could have been a bad decision should it not have worked.