eSignature for Lead Management for Planning: Try a Brand New CRM

Setting up e-signature for Lead management for Planning with airSlate SignNow

airSlate SignNow’s e-signature for Lead management is your go-to piece of technology for managing your Planning document-driven transactions while staying adherent to 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 get started with airSlate SignNow’s CRM:

1. Set up an account or sign 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 appear in the CRM automatically. You can handle them from one place without compromising the documents with which you both interacted.
4. Check the contact info and documents with it. Click View to pull up the contact details of a user and documents coming with them.
5. Send a form out for signature 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 completing the terms of your paperwork.

Our CRM’s interface is intuitive, easy grasp, and requires no special tech background. Gain more power over your document processes and continuously enhance the experiences of your team, your clients, and your business partners. Try our e-signature solution with built-in Lead management for Planning.