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

Configuring electronic signature for Customer relationship management for Planning with airSlate SignNow

airSlate SignNow’s electronic signature for Customer relationship 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 gain an aerial view of your contact database.

Here are your first steps to learn airSlate SignNow’s CRM:

1. Set up an account or sign in to your existing one. If you’re new to airSlate SignNow, discover the subscription options and choose 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 essential information.
3. Edit 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 manage them from one place without compromising the documents with which you both interacted.
4. Check the contact information and documents with it. Click View to pull up the contact details of a user and paperwork connected 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 notify your Contacts about what they need to do after executing the terms of your document.

Our CRM’s interface is intuitive, easy work with, and requires no specific tech skills. Get more control over your document operations and continuously enhance the experiences of your employees, your customers, and your business partners. Try our electronic signature solution with built-in Customer relationship management for Planning.