CRM automation for notary and document services
CRM automation tracks each client's application, documents and service status step by step. For notary services in Tashkent, FRONTIX builds a solution that organises prices, timelines and statuses and makes the process transparent.
Today's problem
- Clients arrive without knowing which documents they need and have to come back if something is missing.
- The queue and required documents aren't known in advance, so clients wait a long time on site.
- The price and turnaround time are only given over the phone — there's no way to know in advance.
- Clients only learn their document is ready if they call themselves — nobody notifies them.
The FRONTIX solution
Instead of quoting price and turnaround only over the phone, workflow automation stores standard times and prices for each service, so the admin can answer clients quickly. Each application's stage (received, in progress, ready) is marked in the CRM, so staff don't have to dig through papers to update a client.
- Workflow automation
- CRM integration
- Reporting & analytics
- API connections
Frequently asked questions
Can clients know the price and timeline in advance?
Yes, standard prices and timelines for each service are in the system, so the admin can give an exact answer immediately.
How do staff know which stage a document is at?
Each application is marked stage by stage in the CRM (received, in progress, ready), visible at a glance.
Other solutions for notary and document services
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