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

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

airSlate SignNow’s electronic signature for Customer relationship management is your go-to piece of technology for managing your Legal document-driven processes while staying adherent to industry-leading frameworks. With our CRM, you can create, edit, 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 sign in to your existing one. If you’re new to airSlate SignNow, explore 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 essential information.
3. Modify and remove existing contacts in your CRM. If you’ve already sent some files for signature, those contacts will show up in the CRM automatically. You can handle them from a single dashboard without affecting the files with which you both interacted.
4. Check the contact info and files with it. Hit View to see the contact details of a person and paperwork connected with them.
5. Send a document out for signing and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Customize 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 sleek, easy work with, and requires no specific tech background. Gain more power 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 Legal.