Digital Signature for Customer Relationship Management for Nonprofit: Try a Brand New CRM

Configuring digital signature for Customer relationship management for Nonprofit with airSlate SignNow

airSlate SignNow’s digital signature for Customer relationship management is your go-to piece of technology for managing your Nonprofit document-based processes while staying adherent to industry-leading frameworks. With our CRM, you can create, edit, and manage new and existing signers and get an aerial view of your contact database.

Here are your first steps to get started with airSlate SignNow’s CRM:

1. Create an account or sign in to your existing one. If haven’t used airSlate SignNow, explore the subscription options and choose your free trial.
2. Navigate to and explore the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their essential information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some files for signature, those contacts will show up in the CRM automatically. You can manage them from a single dashboard without compromising the files with which you both interacted.
4. Check the contact information and files with it. Click View to see the contact details of a user and documents connected with them.
5. Send a document out for signature and data collection. Select Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after completing the terms of your document.

Our CRM’s interface is sleek, easy grasp, and requires no specific tech background. Get more power over your document operations and continuously enhance the experiences of your team, your customers, and your business partners. Try our digital signature solution with built-in Customer relationship management for Nonprofit.