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CarolWilks

CRM for notary

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I have compared NotaryAssist and NotaryGadget, both apps don’t offer CRM that you can keep track of the sales activities such as date and time marketing/sales pitch/calls, when to follow up and etc. Can anyone share if you know a cost-effective app that doesn’t break a new notary’s bank?
Thanks!

 

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I started using acupowererp a few months ago, and one thing I like is how simple it makes tracking clients and payments. It’s been helpful as a basic CRM—I can see who I’ve worked with and follow up when needed. I don’t use all the features, but it handles the essentials without being too much. Definitely made it easier to stay on top of repeat signings and overdue invoices.

 

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