Evernote Teams Review

Evernote Teams
Redwood City, CA
Deployment Model:
Free Trial:
20,000+ Businesses
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Evernote Teams At A Glance

Good: Neat workflow for transitioning notes into documents and a social platform for enhancing research.
Bad: Limited features are offered as standard, system focuses on developing notes as opposed to managing finalized documents.
Bottom Line: Ideal for researchers formulating content and teams frequently brainstorming.

Product Overview

For the purposes of this review, we’ve highlighted features most relevant to businesses seeking a DMS solution.

Evernote Teams helps professionals collaborate for growing ideas into projects.

The solution offers tools for transitioning the early stages of brainstorming into documents such as client presentations and research proposals. Evernote doubles as a social platform as well, providing a news feed of topics relevant to each user.

Users access Evernote for taking notes that transition into collaborative projects. They may also upload a range of file types for editing, sharing, annotating, and searching through documents. For example, a user could:

  • Upload a PDF file to annotate key points
  • Take notes during a meeting or snap a picture of a white board
  • Save snippets of articles to fuel research


Typical DMS solutions approach the process of managing documents as a repository mixed with a way of collaborating on shared files. Evernote is unique to this space by approaching the process from a researcher’s perspective.

Evernote features include intuitive ways of gathering information and structuring that information to share. The following 5 features include terminology for the tools Evernote users access:

1. Notes and Notebooks – Create Notes that can be categorized into Notebooks. Copy, move many at a time, and tag Notes for setting up your own indexing process. Merge related Notes into one, or connect them together with Note Links. Create Stacks of Notebooks for ordering any amount of topics. Note capabilities include:

  • Text formatting such as paragraph alignment, font, color, bold, italics, highlighting, ect.
  • Spell check and word count
  • Tables, check boxes, ordered and un-ordered lists

2. Sharing Notes – Share individual Notes simply by sending the URL, even if they don’t have an account, and give permission to other account-holding users to edit your Notes. Share entire Notebooks at a time either with the public or with teammates. Even send Notes through email. Related Notes automatically share relevant information alongside new Notes, so that when a team member has captured useful information, other team members easily have access to this information as they develop their ideas.

3. Web Clipper – Save useful information from the web to your Evernote account. Clip media so that you can view it later and share with others. Web Clipper allows users to save:

  • Images, screenshots and full web pages
  • Articles, blog posts, and bookmarks

4. Reminders – Schedule reminders on Notes so that either mobile alerts or a morning calendar notification tells you when it’s time to complete a Note-related task.

5. Security – Evernote allows users to encrypt and password protect Notes so that only you can read them. Users may also enable a two-step verification while signing in as an extra layer of security.

Evernote incorporates many extensions and add-ons for best managing project needs.

For the Teams version, the following features apply to account administrators:

  • Centralize company knowledge and recognize employee expertise by browsing Notebooks, viewing individual profiles, and tracking account activity.
  • Access, alter, and manage any Business Notebooks made by users, while leaving Personal Notebooks completely private and separate from work.
  • Connect Evernote to your company’s Active Directory or LDAP solution for automatically inviting users.

We also want to note that Evernote Teams has a functionality called Spaces that’s similar to a project management software. Users can store files and correspondence relating to a particular project or “space,” and they can also collaborate on specific tasks, including gathering feedback and exchanging ideas.

Target Market

Evernote is best suited for groups of research teams across industries. Whether users are in marketing, editorial, sales, or product development, Evernote enables teammates to share relevant information for projects. Here, we’ve listed 10 sample customers:

  • Abercrombie & Fitch
  • Appfolio
  • California Academy of Sciences
  • Coffee Break Consulting
  • Harvard Medical School
  • i3 Interests
  • NBCUniversal
  • SCg Shoe Co.
  • Square
  • Whole Foods

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Users can sign up for a free trial via Evernote’s site and begin the software within minutes. They can integrate Evernote Teams with many applications, such as Outlook, Google, Microsoft Teams, Salesforce and Slack.

Customer Service & Support

Evernote Teams customers are offered help via the Business Success Team through email, chat or scheduled phone support.


Evernote’s free, Personal and Professional packages target individual needs while the Teams package is an upgrade from Professional for collaborating across individual accounts. Simply put: Evernote features focus on the individual, and Teams maximizes collaboration. This package costs $24.99 per user, per month ($20.83 per user, per month if billed annually) with a deal for clients with 25+ users.

Note that with an annual plan, each user will get a complimentary Evernote Personal account for their personal use.



Evernote takes a different approach to document management by prioritizing the researcher’s role. As a result, many standard DMS features are offered as an integration instead of packaged with the product.

For example, OfficeSuite is an important app integration for Android users to edit Word, Excel and other Microsoft Office documents directly through Evernote. LiveMinutes is another app integration for real-time collaboration on notes.

Some users have complained that managing documents as attachments to notes can become confusing and creates duplicates without intending to.


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As an independent and privately help company, Evernote was founded in 2007, and is headquartered in Redwood City, California. The people at Evernote describe their solution as: “the place you write free from distraction, collect information, find what you need, and present your ideas to the world.”

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