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

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

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

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

1. Set up an account or log in to your existing one. If you’re new to airSlate SignNow, investigate the subscription options and select your free trial.
2. Head to and check out the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their basic information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will show up in the CRM automatically. You can handle them from a single dashboard without affecting the documents with which you both interacted.
4. Check the contact details and documents with it. Hit View to pull up the contact details of a user and paperwork associated with them.
5. Send a form out for signing and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after executing the terms of your document.

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