What does a Mobile Notary Public do?  What doesn’t one do?  This professional travels to meetings to notarize the signature of documents.  It is a useful tool in many fields, including those of real estate and banking.  A notary can have an office or be mobile, traveling to meet clients where they need.

What does CRM Software do?  CRM stands for Customer Relationship Management.  CRM Software, then, refers to a computerized program or application that allows a business to manage its customer relationships.  A customer relationship needs to be groomed over time to ensure the client keeps coming back for more.  In many industries, even in that as fickle as the one of the Mobile Notary Public, repeat client patronage is the lifeblood of a healthy cashflow.  CRM Software does that!

Is there CRM Software for Mobile Notary Public Professionals?  Good news.  Yes, there is!  CRM Software is customizable, so many programs can be built around your Mobile Notary Public businesses.

What does CRM Software for Mobile Notary Public Professionals help with?  What doesn’t it help with?  It helps with almost every aspect of being a mobile notary public professional.  The only thing it can’t do is notarize!  In fact, here is a rundown of the features and tools a notary public professional might find most useful:

• Finds clients while you sleep (or work or take care of your children). No matter what you do with your time, the software works for you, building a leads list thanks to the landing page tool.  This tool links to a website that ranks highly on the internet’s search engines.  When interested parties click on your link, they are prompted to enter their contact details so that your company can reach out (or send information).  Either way, you have the client on the hook.
• Help convert more customers using the sales funnel tool. This tool helps sort leads based on their level of interest and interaction with the company.  If your company is big, or even if it isn’t, this tool can help you assign the right person to the call.  To review a client’s profile in this tool, you can double click their placeholder.  Drag and drop technologies make it easy to move a customer’s profile along the sales funnel tool as situations change.
• Invoices can be the bane of a notary public’s existence.  If you wanted to work with invoices, you would have been an accountant.  This necessary evil exists in most businesses, and CRM Software can help keep it at bay.  The template tool imports your logo and information, your client’s information, and their order to assemble one professional-looking, easy-to-email document.  The document can be paid online.  The software even integrates itself with your payment software so all your t’s are crossed and I’s are dotted.
• GPS tools are a real winner, too.
• Mobile applications take the software out on the road. You can even accept payment in the mobile application.

If you need Mobile Notary Public CRM Software, contact CRM RUNNER today.