CRM software comes in many shapes, sizes, and price ranges.  Before choosing the CRM Software for a mobile notary public business, it is imperative to consider the features it offers and how they will help your business.  Common features include client management, invoice generation, and sales tools.  Other applications include widgets for GPS, to-do lists, and calendars.  At CRM RUNNER, we aim to educate consumers on how to choose a great CRM application, so we’ve done our homework to help those in the mobile notary public industry get started on their search. Here are the questions to ask in your review of CRM databases:

Does your customer relationship management software (CRM) give real-time access to invoice history?

As business-minded professionals, notaries know the importance of keeping accurate records.  This couldn’t be truer than when it comes to invoices.  Invoices need to be correct and up-to-date.  CRM software makes this happen with efficiency and ease.  First, businesses enter their contact details relating to address, phone number, website, and more.  They also upload their logo and select a style template for the software to file.  Finally, they enter the information for products and services into the CRM software.  Although the initial setup takes some time, it only needs to be completed once.  After the template is ready, creating invoices is a simple process.  Invoices can also be sent directly to customers by email.  The invoices are created and closed in real time, so your software is always showing the most up-to-date figures for your business.

Can your Records Management System accept and store documents easily?
Although different versions of RMS applications exist, some CRM software also gives access to confidential document storage.  The documents can be stored on the client’s profile as well.  This makes moving documents easier.

Does the software allow for third-party integration for payment and accounting?
Not all CRM software for mobile notaries public are created equal.  Ask your consultant if full integration of payment software is available.  Many types connect popular applications like Quick Books directly to the software so invoice payment can be completed with out leaving the database.

Do all your critical applications integrate with your email?
CRM technology is only valuable when it works with your other computer software.  Look for CRM software that can work with email, especially in sending out bulk messages to potential, current, and past customers.  Communication with clients is a key part of doing business today.  They want to be reached by phone, email, and even text (SMS) messages – all of which are available in a few clicks within decent CRM software.

CRM RUNNER is proud to offer these tools and many more in its affordable application.  Want to give it a test drive?  Get started now. Click Crm Software for a 14 Days Free trial!