2026年最佳Note-Taking——适用于Agencies
Notion — Notion 让代理商在同一个工具里搭建模板化客户门户和内部操作手册。每个新客户克隆一个工作区，直接开干。
价格: Free / $8/mo
Notion
Free / $8/moClient wikis and internal SOPs unified
推荐理由
Create templated client workspaces with shared meeting notes, briefs, and deliverable trackers that keep clients in the loop
致命缺点
Guest permissions count toward your plan limits
Obsidian
Free / $4/mo (Sync)Agency knowledge vault that never dies
推荐理由
Build a permanent agency knowledge base of strategies, playbooks, and case studies in Markdown files you own forever
致命缺点
No client sharing or real-time collaboration
Craft
Free / $5/moShare-ready notes that look like deliverables
推荐理由
Meeting notes and strategy docs look polished enough to share with clients without reformatting in another tool
致命缺点
Apple-first limits adoption for agencies with mixed device teams
Evernote
Free / $14.99/mo (Teams: $24.99/user/mo)Clip competitor research and find it later
推荐理由
Web clipper for saving competitor ads, landing pages, and inspiration with full-text search including OCR
致命缺点
Teams pricing is steep and the product feels neglected
OneNote
FreeFree shared notebooks for brainstorming
推荐理由
Freeform canvas is excellent for creative brainstorming sessions, mood boards, and visual ideation with pen input
致命缺点
Lacks structure for SOPs, process documentation, and client-facing materials
评测标准
- ✓访客权限让客户查看和评论共享页面，但无法访问你的内部工作区
- ✓入职清单、内容日历和项目简报的数据库模板让新客户几分钟内就能启动
- ✓团队知识库带嵌套页面、书签和全文搜索，保持代理商的知识产权有序且可访问