Electronic Signature for Lead Management for SMBs: Try a Brand New CRM

Setting up electronic signature for Lead management for SMBs with airSlate SignNow

airSlate SignNow’s electronic signature for Lead management is your go-to piece of technology for managing your SMBs document-based transactions while staying adherent to industry-leading frameworks. With our CRM, you can add, edit, 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 haven’t used airSlate SignNow, explore the subscription options and choose 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 delete 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 affecting the documents with which you both interacted.
4. View the contact information and documents with it. Hit View to see the contact details of a user and documents connected with them.
5. Send a document out for signature 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 intuitive, easy grasp, and requires no special tech skills. Get more control over your document processes and continuously improve the experiences of your employees, your customers, and your business partners. Try our electronic signature solution with built-in Lead management for SMBs.