As a notary, you want to spend the majority of your time certifying legal documents, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs. There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a notary. Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a notary and make your CRM work for you.
As a notary, it will be especially important to collect information on your client's particular needs and the type of document that will be notarized.
•📋Document Type Required (dropdown field specifying which type of document needs to be notarized)
•💼Industry Sector (dropdown field for various industries you work with)
•⏳Document Submission Deadline (date field of deadline to submit notarized document)
•📄Documents (file field to store any important files related to the client)
Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.
As a notary, you can use a pipeline to track your entire process. From the moment someone requests your services to when you're actually notarizing their document—store all of that information in your pipeline. Take a look at an example pipeline for notaries below.
As a notary, you can use groups to organize the different groups of people who require your services. Take a look at a couple example groups that are perfect for notaries below.
•👤Clients
•🏠Real Estate Agents
•👩💼Lawyers
Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.
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