Electronic Signature for Customer Relationship Management for Facilities: Try a Brand New CRM

Setting up electronic signature for Customer relationship management for Facilities with airSlate SignNow

airSlate SignNow’s electronic signature for Customer relationship management is your go-to piece of technology for managing your Facilities document-based transactions while staying adherent to 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 log in to your existing one. If haven’t used airSlate SignNow, investigate the subscription options and select your free trial.
2. Navigate to and check out the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their basic information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will show up in the CRM automatically. You can manage them from one dashboard without compromising the files with which you both interacted.
4. Check the contact info and files with it. Click View to pull up the contact details of a user and paperwork connected with them.
5. Send a document out for signature and data collection. Choose Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after executing the terms of your paperwork.

Our CRM’s interface is intuitive, easy work with, and requires no special tech background. Get more control over your document processes and continuously improve the experiences of your employees, your clients, and your business partners. Try our electronic signature solution with built-in Customer relationship management for Facilities.