A CRM Built for
Notary Professionals
I'm building a Salesforce-powered CRM designed from the ground up for notaries — client management, appointment tracking, revenue dashboards, and more. Join the beta and help shape the product.
Apply for Beta Access
From the Founder
I built this because I needed it myself.
As a commissioned Florida Notary Public serving Broward, Palm Beach, and Miami-Dade counties, I couldn't find a CRM that understood how notary businesses actually work — tracking signers, managing mobile appointments, logging journal entries, and following up with repeat clients.
So I'm building one. Beta testers get free early access, direct input on features, and a lifetime discount when we launch. Spots are limited — I'm personally reviewing every application.
— Josh, Commission #HH 846406
What's Inside
Everything a notary business needs
Client Management
Keep every signer, attorney, and title company organized in one place — with full contact history and notes.
Appointment Tracking
Schedule, reschedule, and track notarizations with a built-in calendar designed for mobile notaries.
Document Log
Record every document type, notarization date, and journal entry automatically for compliance.
Follow-Up Reminders
Automated reminders for repeat clients, expiring commissions, and outstanding invoices.
Revenue Dashboard
See your earnings by service type, client, or date range — know exactly where your business stands.
Service Area Tools
Track mileage, set travel fee zones, and manage mobile vs. in-shop appointments separately.
Beta Tester Perks
What you get as a beta tester
Free access during the entire beta period
Direct line to the founder — your feedback shapes the product
Lifetime discount locked in at launch
Priority onboarding and personal setup support
Early access to every new feature before public release
Request Beta Access
Spots are limited. I'll review every application personally and reach out within a few days.