Digital Signature for Lead Management for Accounting: Try a Brand New CRM

Configuring digital signature for Lead management for Accounting with airSlate SignNow

airSlate SignNow’s digital signature for Lead management is your go-to piece of technology for handling your Accounting document-driven processes while staying compliant with industry-leading frameworks. With our CRM, you can add, modify, and manage new and existing signers and get an aerial view of your contact database.

Here are your first steps to learn airSlate SignNow’s CRM:

1. Set up an account or log in to your existing one. If haven’t used airSlate SignNow, explore the subscription options and choose 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 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 place without affecting the files with which you both interacted.
4. View the contact details and files with it. Click View to see the contact details of a person and paperwork connected with them.
5. Send a document out for signature and data collection. Choose 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 completing the terms of your document.

Our CRM’s interface is intuitive, easy grasp, and requires no specific tech background. Get more control over your document processes and constantly improve the experiences of your team, your clients, and your business partners. Try our digital signature solution with built-in Lead management for Accounting.