The Notary CRM Cheat Sheet: Free Tools to Manage Clients If you’re still tracking clients in your notes app or random notebooks, we need to talk 😅 A CRM (Client Relationship Management system) helps you keep client info, follow-ups, payments, and repeat bookings organized without losing your mind. Here are solid FREE CRM options notaries can use right now, no credit card. 1. HubSpot CRM (Free Plan) Best overall free CRM Tracks contacts, notes, follow-ups, emails, and tasks Great for mobile and
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The Notary CRM Cheat Sheet: Free Tools to Manage Clients If you’re stil…
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When a client asks why materials are marked up, don’t get defensive. But don’t dodge it either. Here’s the clean answer: The markup covers everything it takes to source the right materials, get them here when we need them, and make sure they’re installed properly. Because they’re not paying extra for a stack of lumber. They’re paying for the system behind it: Confirming quantities and specs Placing orders and tracking them Coordinating deliveries and site access Pickups, returns, and exchanges D
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When a client asks why materials are marked up, don’t get defensive. But d…
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FacebookFelipe Freig
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