Electronic Signature for Lead Management for Non-profit Organizations: Try a Brand New CRM

Configuring electronic signature for Lead management for non-profit organizations with airSlate SignNow

airSlate SignNow’s electronic signature for Lead management is your go-to piece of technology for managing your non-profit organizations document-based 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 haven’t used airSlate SignNow, investigate the subscription options and select 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. Edit and remove 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 handle them from a single place without affecting the documents with which you both interacted.
4. Check the contact details and documents with it. Hit View to pull up the contact details of a person and paperwork associated with them.
5. Send a form out for signature and data collection. Choose 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 paperwork.

Our CRM’s interface is sleek, easy work with, and requires no special tech background. Gain more control over your document operations and constantly enhance the experiences of your team, your customers, and your business partners. Try our electronic signature solution with built-in Lead management for non-profit organizations.