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

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

airSlate SignNow’s electronic signature for Customer relationship management is your go-to piece of technology for managing your NPOs document-based transactions while staying adherent to 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 get started with airSlate SignNow’s CRM:

1. Set up an account or sign in to your existing one. If haven’t used airSlate SignNow, discover the subscription options and select your free trial.
2. Navigate 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 remove 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. View the contact details and documents with it. Click View to see 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. Personalize your accompanying message and inform your Contacts about what they need to do after completing the terms of your document.

Our CRM’s interface is intuitive, easy understand, and requires no special tech skills. Gain more power over your document operations and constantly improve the experiences of your employees, your clients, and your business partners. Try our electronic signature solution with built-in Customer relationship management for NPOs.