Streamline your business with client record software
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Award-winning eSignature solution
airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to client record software.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and client record software later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly client record software without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to client record software and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
Our user reviews speak for themselves
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Director of NetSuite Operations at Xerox
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Enterprise Client Partner at Yelp
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Digital marketing management at Electrolux
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Why choose airSlate SignNow
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — client record software
How to use airSlate SignNow client record software
- Visit the airSlate SignNow website on your preferred browser.
- Create your account using a free trial or log in if you're an existing user.
- Select and upload the document that you need to sign or wish to send for signatures.
- If you intend to use this document repeatedly, convert it into a reusable template.
- Open the uploaded file to make necessary edits, allowing you to add fillable fields and insert relevant information.
- Sign the document and place signature fields for all recipients.
- Proceed by clicking Continue to configure and dispatch the eSignature invitation.
Choosing airSlate SignNow delivers significant advantages for businesses. Clients can expect a high return on investment with its extensive feature set while ensuring ease of use and scalability, particularly designed for small and mid-sized businesses. Moreover, the pricing structure is straightforward, devoid of unexpected support fees or additional charges.
With 24/7 customer support offered for all subscription plans, you can rest assured that assistance is always available. Start optimizing your document management today by exploring the benefits of airSlate SignNow!
How it works
Create your account
Upload and prepare documents
Send for signatures
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FAQs
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How to use Excel to keep track of clients?
Tips for tracking clients in Excel Use consistent information. Gathering the same type of information from each client can help improve your tracking sheet's accuracy and usability. ... Utilize the "Wrap Text" tool. ... Incorporate the tracking sheet into sales practices. ... Minimize access. -
What is the best app to keep track of clients?
Hubspot CRM - It's free, easy to use, and I've been tracking clients in it since 2017. You can use it with Zapier to setup all sorts of automation as well - for example, I add all of my ``won'' projects to HubSpot, and Zapier copies them across to my task management tool / calendar. -
How do you keep track of your clients?
That said, here are 6 tools to manage client information. Client Portal for Transactions and Projects In One Place. ... Spreadsheet for Small Business Client Tracking. ... CRM for Managing Customer Data. ... Social Monitoring to Improve Overall Client Relationship. ... Automation For Streamlining Data Entry. -
What is the best way to keep track of clients?
While CRMs are a cornerstone of the best way to keep track of clients, other tools can further enhance your client management strategy. Project management tools like Asana and Trello offer collaborative features to keep track of client projects, deadlines, and task assignments in real time. -
Which software is best for record keeping?
The 10 Best Records Management Software to Use ClickUp. Stay Organised with ClickUp. ... FileHold. via FileHold. ... DocSavy. via DocSavy. ... Veeva Vault. via Veeva Vault. ... SharePoint. via SharePoint. ... Fluix. via Fluix. ... Alfresco Platform. via Alfresco Platform. ... OpenText. via OpenText. -
What is the best app to keep track of clients?
Hubspot CRM - It's free, easy to use, and I've been tracking clients in it since 2017. You can use it with Zapier to setup all sorts of automation as well - for example, I add all of my ``won'' projects to HubSpot, and Zapier copies them across to my task management tool / calendar. -
What is client database software?
A client database, also called a customer database or customer relationship management (CRM), is a valuable tool that allows a business to track and manage its customers by collecting their information. The CRM database stores client data, allowing the business to access details about its customers promptly. -
How do small businesses keep track of customers?
Implementing customer relationship management (CRM) software and data analytics tools to examine website metrics, social media analytics, email engagement and other data points can help streamline and improve customer tracking. We'll explain how to track your customers and use this information for your small business.
What active users are saying — client record software
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Frequently asked questions
What is client record software and how does it work?
Client record software is designed to streamline the management of client information, documents, and communications. It allows businesses to store, organize, and retrieve client data efficiently, enhancing productivity and ensuring secure access. With airSlate SignNow's solution, companies can easily sign and send documents electronically, ensuring a compliant and reliable process.
How does airSlate SignNow's client record software benefit businesses?
The client record software offered by airSlate SignNow enables businesses to automate document workflows, reduce paper usage, and save time. By simplifying the signing process and managing client records in one platform, companies can focus on building relationships instead of getting bogged down in administrative tasks. The result is improved efficiency and customer satisfaction.
What features should I look for in client record software?
When evaluating client record software, consider features such as document management, eSignature capabilities, compliance tracking, and integration with other business tools. airSlate SignNow includes these features to help organizations manage client records effectively while ensuring seamless collaboration. A user-friendly interface is also crucial for quickly onboarding team members.
Is airSlate SignNow's client record software easy to integrate with existing systems?
Yes, airSlate SignNow's client record software is designed to easily integrate with various business applications such as CRM systems and cloud storage services. This integration capability allows businesses to maintain their existing workflows while enhancing their document management processes. Seamless integration ensures that client records stay updated and accurate.
What is the pricing structure for airSlate SignNow's client record software?
airSlate SignNow offers flexible pricing plans tailored to meet different business needs. Depending on the plan chosen, users can access various features that enhance their client record management and eSigning capabilities. For specific pricing details, it’s advisable to check the airSlate SignNow website or contact their sales team directly.
Can airSlate SignNow provide secure storage for client records?
Absolutely! airSlate SignNow prioritizes the security of your client records with robust encryption protocols and secure cloud storage. This ensures that all documents and data are protected from unauthorized access, maintaining compliance with data privacy regulations. Users can have peace of mind knowing their client information is safe and secure.
How does airSlate SignNow improve collaboration between teams using client record software?
With airSlate SignNow's client record software, teams can collaboratively work on documents and share client information in real-time. Features like commenting, task assignment, and notifications keep everyone informed and engaged throughout the process. Enhanced collaboration leads to faster decision-making and better service delivery to clients.
How can I get started with airSlate SignNow's client record software?
Getting started with airSlate SignNow's client record software is simple. You can sign up for a free trial on their website and explore the features firsthand. The intuitive interface and extensive resources, including tutorials and support, will help you quickly familiarize yourself with the software and start managing your client records efficiently.