TOP 13 CRMs for Notaries: Review and Selection

CPAshka - CRM for dropshipping in Ukraine. Automate the accounting of dropshippers, optimize sales and simplify order management. An effective solution for your business!

Advantages

• Easy accounting of dropshippers. Automatic calculation of payments, commissions and orders for each partner.
• Logistics optimization. Track order status and simplify product delivery to customers.
• Payment automation. The system itself calculates and generates payments to dropshippers, saving the accountant's time.
• Reporting and analytics. Get detailed reports on sales, profit and the effectiveness of dropshippers.

Main Parameters

• For a notary: Automation of cases
• Customer base
• Reporting
• Data security
• Deadline control

LP-CRM is a Ukrainian CRM for product business, e-commerce, and services. Optimize the work of a notary: customer base, tasks, document management in one place. Increase efficiency and save time!

Advantages

• Convenient customer accounting. All customer information in one place, quick access to collaboration history.
• Automation of routine. Forget about manual data entry, the system will do it for you.
• Task control. Track task completion, don't lose important details and deadlines.
• Reporting and analytics. Get detailed reports to analyze efficiency and make decisions.

Main Parameters

• Automation of routine
• Customer accounting
• Integration with services
• User-friendly interface
• Ukrainian language support

SugarCRM - a flexible CRM system with an open architecture, ideal for B2B sales. Automate workflows, improve customer interaction, and increase profits. An optimal solution for notaries seeking efficiency!

Advantages

• Personalization of processes. Customize the system to your needs and workflows.
• Data security. Control access to information and protect customer data.
• Communication optimization. Easily track the history of interaction with each client.
• Analytics and reports. Get data to make informed decisions and grow your business.

Main Parameters

• For notaries: Process automation
• Customer management
• Data security
• Transaction accounting
• Reporting

SalesDrive - CRM for online stores that automates sales, delivery and accounting. Integration with marketplaces, delivery services and payment systems. Optimize your work, don't waste time on routine! Want more customers? SalesDrive will help!

Advantages

• Automation of routine. Free up time for customers by automating repetitive tasks.
• Data security. Reliable protection of customer and transaction information.
• Convenient accounting. Control all contacts and documents in one place.
• Easy search. Quick access to the necessary information about each client.

Main Parameters

• CRM for notary: Data security
• Quick access
• Automation of routine
• User-friendly interface
• Customer personalization

Microsoft Dynamics 365 Sales - CRM for notaries with deep integration with Microsoft 365 and Copilot. Automate sales, manage customers and increase productivity. Optimize every stage: from first contact to closing the deal.

Advantages

• Integration with Microsoft 365. Get a single space to work with mail, calendar and documents.
• Copilot Artificial Intelligence. Automate routine tasks and get useful tips.
• Convenient customer management. Store all customer information in one place, track interaction history.
• Increased productivity. Optimize business processes and increase work efficiency.

Main Parameters

• CRM for notary: Process automation
• Customer management
• Document management
• Calendar and reminders
• Reports and analytics

Vtiger CRM - a platform that unites Sales, Marketing, and Help Desk. Optimize customer and document management, and increase the efficiency of notarial activities. Process integration for better service!

Advantages

• Customer Management. Store all customer information in one place, improve communication, and build strong relationships.
• Sales Automation. Optimize the sales funnel, track deals, and increase profits.
• Effective Marketing. Attract more customers with targeted campaigns and analyze results.
• Customer Support. Provide fast and high-quality support, resolve issues, and increase satisfaction.

Main Parameters

• Task Automation
• User-friendly interface
• Customer Support
• Email Integration
• Reporting and Analytics

amoCRM - A CRM focused on messengers. Organize clients in chat funnels, automate communication with bots, and manage all dialogues in one place. Ideal for notaries who value quick communication!

Advantages

• Clients are always in touch. Process requests from messengers in one window, don't lose a single client
• Communication automation. Chatbots will help answer frequently asked questions 24/7
• Increased customer loyalty. Fast and personalized communication increases satisfaction
• Streamlined document management. Easy document sharing and storage in the client's card

Main Parameters

• Specialization for notaries
• Automation of routine tasks
• Online client booking
• Convenient client tracking
• Legal compliance support

Copper CRM is a user-friendly CRM system tightly integrated with Gmail and Google Workspace. Streamline document management, manage customers, and automate workflows directly from your email. An ideal solution for notaries who value time and efficiency.

Advantages

• Integration with Gmail. Manage clients without leaving your email, all correspondence at your fingertips.
• Data organization. All client information is organized in one place.
• Task automation. Simplify routine operations to focus on what matters most.
• Data security. Your data is protected, confidentiality is guaranteed.

Main Parameters

• CRM: Easy customer accounting
• Convenient database
• Quick access to information
• Process automation
• Notary reporting

Bitrix24 - CRM and workspace for a notary. Manage clients, deals, tasks, and documents in one place. Organize effective work with clients and increase the productivity of your notary office!

Advantages

• Organization of clients. Store the entire history of customer interaction in one place, improve service.
• Automation of routine. Automate filling out documents and reminders about meetings.
• Task control. Set tasks, track progress, and analyze efficiency.
• Data security. Ensure the confidentiality of client information.

Main Parameters

• Automation of routine
• Convenient customer accounting
• Integration with registers
• Data protection
• Task management

Zoho CRM - cloud CRM system for automating sales, marketing and customer service. Optimize the work of a notary, manage your customer base and increase the efficiency of your business with Zoho CRM!

Advantages

• Customer organization. Store all customer information in one place for quick access and personalized service.
• Time saving. Automate routine tasks to focus on what matters - customers.
• Data security. Protect your customers' confidential information with robust security tools.
• Service improvement. Increase customer loyalty through fast and high-quality service.

Main Parameters

• Easy customer accounting
• Process automation
• Integration with tools
• User-friendly interface
• Ukrainian support

Freshworks CRM (Freshsales) - CRM with built-in telephony, email and AI assistant. Optimize the work of a notary: automate communication with clients, track case statuses and increase team efficiency. All in one system!

Advantages

• Built-in telephony. Call clients directly from the system, record conversations and communication history in one place.
• Sales automation. AI assistant helps to find promising clients and automate routine tasks.
• Effective email marketing. Send personalized emails, track openings and move to a new level of communication.
• User-friendly interface. Intuitive, quick to learn, saves you time and increases productivity.

Main Parameters

• Specialization for notaries
• Integration with the register
• Automation of routine
• Customer management
• AI assistant Freshworks

Pipedrive - CRM designed to maximize deal conversion. Visualize the sales funnel, easily track customers, and automate routine tasks. An ideal tool for a notary who strives for effective customer base management.

Advantages

• Збільшення клієнтів. Track every deal, don't miss any opportunities, effectively manage leads.
• Easy case control. Visualize the process, see problem areas, respond to changes in time.
• Time saving. Automation of routine tasks, freeing up time for clients and development.
• Convenient collaboration. Shared access to information, effective communication with the team and clients.

Main Parameters

• Special CRM for notaries
• Pipedrive: deals and pipelines
• Automation of routine tasks
• User-friendly interface for notaries
• Pipedrive: sales visualization

Agile CRM - A CRM system that unifies sales, marketing, and customer support in a single interface. Optimize notary work, automate processes, and improve customer interaction!

Advantages

• All in one place. Manage customers, deals, and communications from a single Agile CRM platform.
• Increased efficiency. Automate routine tasks, free up time for business development.
• Better organization. All customer information is instantly accessible, easy to find what you need.
• Profit growth. Optimize sales, attract more customers with Agile CRM.

Main Parameters

• User-friendly interface
• Automation of routine tasks
• Customer management
• Integration with services
• Support for notaries