Digital Signature for Customer Relationship Management for Research and Development: Try a Brand New CRM

Configuring digital signature for Customer relationship management for Research and Development with airSlate SignNow

airSlate SignNow’s digital signature for Customer relationship management is your go-to piece of technology for managing your Research and Development document-based processes while staying compliant with industry-leading frameworks. With our CRM, you can add, 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. Create an account or log in to your existing one. If haven’t used airSlate SignNow, discover 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. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will appear in the CRM automatically. You can handle them from a single dashboard without compromising the files with which you both interacted.
4. View the contact details and files with it. Hit View to pull up the contact details of a person and paperwork connected with them.
5. Send a document out for signing and data collection. Select Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and inform your Contacts about what they need to do after executing the terms of your paperwork.

Our CRM’s interface is sleek, easy understand, and requires no specific tech skills. Get more power over your document operations and continuously improve the experiences of your employees, your clients, and your business partners. Try our digital signature solution with built-in Customer relationship management for Research and Development.