E Signature for Lead Management for SMBs

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

airSlate SignNow’s e-signature for Lead management is your go-to piece of technology for managing your SMBs document-driven 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 sign in to your existing one. If you’re new to airSlate SignNow, check out 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 basic information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some files 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. Check the contact details and files with it. Hit View to see the contact details of a person and paperwork associated 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 completing the terms of your paperwork.

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