“At Summit Prep, our motto is ‘strive for excellence,’ and Noto helps us deliver that experience. We use their beautiful interface throughout the entirety of the customer experience: from the intake process to ongoing scheduling and invoicing. Noto offers everything we had before – but better. It drives our top-line growth through a better customer experience (leading to more sign-ups, better retention, and more referrals) and also improves bottom-line margin as well by significantly lowering our transaction costs. But Noto delivers even more: incredible customer service. Every time I have emailed their team, they have responded within 24 hours and typically within 2 hours. It is our pleasure to work with Noto and to partner with them to better help our families and their children succeed in life.”

— David, Summit Prep Owner and National Test Prep Association Board Member

At a Glance

• New Jersey based tutoring center

• $2,000 saved per month in credit card fees

• 20+ hours per week in admin time savings

• Consolidation of all tools into one core system

  
  

About Summit Prep

Summit Prep is a leading academic enrichment center committed to helping students “strive for excellence.” With multiple programs and hundreds of families enrolled, the organization needed a modern solution to manage enrollment, scheduling, billing, and communication.

Industry: Tutoring / Test Prep / College Essays

Size: 30+ staff, 400+ active students

Location: Based in Summit, NJ, Active Worldwide

The Challenge

Before adopting Noto, Summit Prep relied on a fragmented software system:

• A separate CRM (Copper)

• Multiple payment processors (Paysimple + Stripe)

• Manual data entry across platforms

• Low adoption of ACH payments

  
  

This patchwork was expensive, time-consuming, and error-prone. Staff often spent hours reconciling records, managing client information across tools, and chasing payments.

The Solution

Summit Prep turned to Noto to unify its operations under one integrated platform

• Noto Forms for intaking new leads

• Noto CRM for lead tracking and communication

• Noto Scheduling & Billing to manage enrollment, sessions, and payments

• Flexible Billing Plans to adapt to client needs

• Automated Reminders & Notifications to reduce no-shows and late payments

  
  

The result was a single source of truth for the business, where staff could manage every aspect of the customer journey without switching tools.

The Results

• One integrated platform replacing 3+ systems

• Significant increase in ACH adoption thanks to ease of use

• Fewer dropped leads through an automated CRM pipeline

• No manual data entry between systems

• Faster response times to families, leading to better retention and referrals