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!
I just use my own Excel Spreadsheet. It’s been reliable. The biggest thing is remembering to log payments. I have to go back and research once in a while.
@shun Hmmm . . . the ‘standard’ CRM activities/programs are not truly a ‘good fit’ for this business sector when analyzing the methodologies employed for the dissemination of Signing Orders [SOs] to vendors.
In my opinion, you’re maybe trying to do too much with your system. I have no issue with CRM but it’s an awful lot to record, keep track of and analyze for straightforward notary work. I suppose if you’re heavy into GNW, it might be useful, but otherwise, I question whether it’s worth the bother, especially if you ever get real busy.
Actually, I am in search of a CRM that has contact management feature - client details, cold call scheduling, follow up notifications, past call history details and etc. This will help to manage customer relationships. I am exploring making sales calls into healthcare space. It is very critical for me to be able to keep detail recorders who I called and need to follow up, why it didn’t or did work from prior calls and etc.
Thanks
Makes sense. GNW Good luck and have fun!
I’ve used several. Wired is good. There are some Oracle based but I don’t know if they have any out of a box. They like to custom design CRM modules. You’d probably like wired. It lets track appointments and categorize your contacts.
Thank you! I will look into Wired app. I have found Zoho CRM basic version which is free.
This is exactly what I was looking for, at least for now.
This has been a game changer for me. I used to subscribed to notaryassist, but change to closewise. Manage Your Business With CloseWise Pro Growth - it’s worth a few minuter to research.
