Specifically made for Notaries by a Notary
Run Your Notary Business Like a Pro, All in One Place
M Suite is the all-in-one CRM, automation, and communication system built to help notaries grow faster, smarter, and with less chaos.
Say goodbye to duct-taped systems and clunky spreadsheets.
M Suite gives you everything you need to manage leads, automated follow-ups, booking clients, and communicate across email, SMS, and even WhatsApp — all in one simple dashboard.
Built by a notary, for notaries. No fluff. Just results.
Trusted by solo notaries and teams to accelerate bookings and revenue.
Follow-Up That Feels Effortless
Stop Chasing. Start Converting.
You shouldn’t have to babysit your inbox or constantly check your calendar to grow your business. With M Suite’s pre-built automation, new leads are followed up with instantly, via text & email, so you stay top of mind without lifting a finger.
Whether it’s appointment reminders, missed-call texts, or quote follow-ups, we’ve already built the smart sequences for you.
✅ Ready-at-launch automations
✅ Built-in SMS and emails
✅ Lead response in under 60 seconds
✅ More time selling, less time stressing
You didn’t start your business to send reminders. Let M Suite handle the busywork.
📣 Plan, Post, and Grow with the Social Planner
One Dashboard. Every Channel. Total Control.
Consistent content is key to building trust and attracting clients, but posting manually eats up your time.
With M Suite’s built-in Social Planner, you can schedule and manage all your social media posts from one simple place.
✅ Connect platforms like Facebook, Instagram, TikTok, YouTube, LinkedIn, Google My Business, and more...
✅ Plan and schedule posts days or weeks in advance
✅ Preview your content calendar at a glance
✅ Post instantly or automate it, your choice
✅ Keep your brand consistent and top of mind
Whether you're a solopreneur or managing a team, the Social Planner makes it easy to stay active and grow your presence, without juggling multiple apps or subscriptions.
Turn Conversations into Referrals Automatically
Built-In Follow-Up Sequences for Your Referral Network
Keeping up with referral partners shouldn’t drain your time, but it should drive your revenue. That’s why M Suite comes preloaded with smart automations designed specifically to nurture and grow your business development relationships.
From the moment a contact is added, M Suite goes to work:
📬Email + Text Follow-Up
Personalized, timely, and automated — so no relationship falls through the cracks.
🔁Smart Status Tracking
Move partners through the relationship journey:
Contact Added
Hot Lead
Appointment Booked
Will Refer
Referral Obtained
Left a Review
Cold Lead
You’ll always know where each partner stands, and what to do next is automated so you can focus on delivering your service.
Your Business at a Glance
One Dashboard. Total Visibility.
No more guessing how your day , your business, is going. M Suite’s smart dashboard gives you instant insight into the numbers that actually matter.
See everything in one place:
📅 Daily Calendar View
Synced with Google Calendar so you never miss a booking
✅ Tasks & Appointments
Track status updates in real time: requested, confirmed, cancelled, or no-show
💰Opportunity Value
Know exactly what your sales pipeline is worth — and where to focus
📈 Contacts Created
Watch your network grow with every lead captured and follow-up sent
🎯 Conversion Rate
See how many clients you’re booking vs closing, so you can optimize fast
🌐Google My Business Stats
Track calls, clicks, and views — directly inside your CRM
M Suite doesn’t just organize your business. It shows you how to grow it. All in one clear, customizable dashboard - no spreadsheets required.
Frequently Asked Questions
Everything you need to know about getting started, using M Suite, and growing your business.
What is M Suite?
M Suite is an all-in-one CRM and business operations platform designed to simplify follow-up, automate client communication, manage your calendar, and track your growth, all from one easy-to-use dashboard.
Is this just for notaries?
Yes. M Suite offers a tailored experience built specifically for notaries. From appointment scheduling and client follow-up to referral tracking and automation — every tool is designed to simplify your workflow and help you grow your notary business faster.
Do I need to be tech-savvy to use this?
Nope. M Suite was designed for real-world business owners, not software engineers. Our QuickStart training, live onboarding, and support team make setup easy (and fast).
Can I use my own domain for funnels or emails?
Yes. You can fully brand your communication and web presence with your own domain name, logo, and contact info, no tech background required.
Is M Suite mobile-friendly?
Absolutely. You can manage your calendar, contacts, conversations, and deals right from your phone with the mobile app.
What does onboarding look like with M Suite?
M Suite isn’t just a CRM; it’s a full growth system with automation, communication, and performance tracking tools built in. No more duct-taping apps together.
What if I need more help?
We’ve got you. M Suite customers get access to: Our QuickStart Course, The M Suite Client Portal, chat support, and Community groups to connect with other users.
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