Hi Notary friends!
Im looking to finally invest in a tech software platform that will automate some of the work. For example, Apt reminders, Google review requests and marketing strategies. Do you have any recommendations that are fairly inexpensive?
The Notary income is not flowing as fast as I expected and trying to scale without breaking the bank.
Thanks for all your help
I just signed up for Notary Gadget. It’s a great accounting system and sends out reminders and invoices when necessary.
I’d like to know this as well! Excellent question.
@heidiminor18 I use an application known as closewise and here’s a referral link for your viewing: Manage Your Business With CloseWise Pro Growth
Thanks Lori for the recommendation. It seems like Notary gadget seems to be pretty popular.
Thanks cfletcher for the reply. I think I’m signed up for the free version on them. I will look into it again now Im a different space.
My account with Closewise is the professional growth level.
I use VenBooks for invoicing and reporting - it keeps up with mileage and has a great dashboard…worth every bit of the $9/month.
I use notaryassist. Com
Gave me year end reports tracked signings ..payments ..directions by company and whatever i needed. Love them
Thanks for the response graphix.cloud. Thats a steal for $9. Those are valuable pieces to the business.
Thank you Cafran2 for your feedback. I have received some others with the same recommendation. And its focused on the notary industry needs. I just might put in them in the contenders list. ROI is important specially for me in the early business stage.
Yes, I too use Notary Assist and I love it.
The Loan Signing System CRM is a powerful, all-in-one platform specifically designed for loan signing agents. It includes marketing templates, automation, and training support but it is an investment, I truly benefit from it, you need to actively use all of its features. However, there are several other CRM options that can be more cost-effective like Zoho CRM, Notary Gadget, and CloseWise just to name a few.
Thanks beautiful for the tips. We must meet up soon in MA.
I agree with you, they all are an investment. I was really considering the LSS CRM just because of all the extra features but the Notary Assist is the second contender.
Hi Heidi, I would love to meet up soon. Please let me know when you are in Massachusetts, or we can pick a day to plan something. Regarding Notary Assist, it isn’t a full CRM, but in my opinion, it is the best notary tracker available. While there are a few minor changes I’d like to see, it is especially helpful for year-end reporting as long as you stay on top of your entries. The mobile app is also great!!!
zoho books, wave accounting, both free!! also, Monday.com, ASANA, click up,
Not gonna lie, I wasted money on fancy tools at first - start with something like Calendly + basic follow-ups, then upgrade once income picks up.
