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

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

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

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

1. Create an account or log in to your existing one. If you’re new to airSlate SignNow, check out the subscription options and select your free trial.
2. Navigate to and explore 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 execution, 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. Check the contact information and files with it. Hit View to pull up the contact details of a person and paperwork coming 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. Customize your accompanying message and inform your Contacts about what they need to do after executing the terms of your document.

Our CRM’s interface is intuitive, easy work with, and requires no specific tech skills. Gain more control over your document processes and continuously improve the experiences of your team, your customers, and your business partners. Try our e-signature solution with built-in Customer relationship management for Research and Development.