Adam Van Wie, chief operating officer of Van Wie Financial, said that in combination with an iPad Pro and Apple Pencil, OneNote lets him take notes in a client meeting right on the screen. Notes are stored in the cloud and automatically synced with a CRM. “This is the best way I have found to capture all client interactions in detail, and it is always easy to go back and check the notes at a later date,” Mr. Van Wie said.
