Elevate your business with an email-based CRM solution
See how it works!Click here to sign a sample doc
airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to email based crm.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and email based crm later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly email based crm without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to email based crm and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
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Why choose airSlate SignNow
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — email based crm
Getting started with your email-based CRM via airSlate SignNow
- Open your browser and navigate to the airSlate SignNow homepage.
- Create a new account with a free trial or access your existing account.
- Choose and upload the document you wish to eSign or send out for signatures.
- If you may need to use this document repeatedly, consider turning it into a reusable template.
- Access your document to make necessary edits, such as adding fillable fields or inserting specific information.
- Add your electronic signature and include signature fields for the recipients.
- Proceed by clicking 'Continue' to configure and dispatch your eSignature invitation.
In summary, airSlate SignNow empowers businesses to efficiently manage document signing with its user-friendly platform. Its competitive return on investment, coupled with transparent pricing and superior 24/7 support, positions it as an excellent choice for small to mid-sized businesses.
To explore how airSlate SignNow can enhance your document signing process, start your free trial today!
How it works
Create your account
Upload and prepare documents
Sign and manage documents
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FAQs
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Does Microsoft Office have a CRM tool?
Microsoft Dynamics 365 provides several business applications with CRM functionality that can be used alone or together to achieve your goals and are available to try free. -
Can I use Mailchimp as a CRM?
Mailchimp's Customer Relationship Management (CRM) tool helps you capture leads, automate your messaging, and stay top of mind with your audiences. -
What is an email CRM?
Customer relationship management (CRM) email marketing is a type of direct marketing strategy that uses specific software, tools and information databases to provide tailored email marketing experiences to potential customers. -
Does Outlook have a contact management tool?
In addition to your email inbox and calendar, Outlook also lets you manage contacts to make sure information about the people you need to stay in touch with is always up to date. -
Can you use Microsoft Access as a CRM?
Microsoft Access offers a cost-effective, highly customizable alternative—allowing businesses to build a CRM tailored to their specific needs. -
Can you use Gmail as a CRM?
But even though there are plenty of CRM solutions available, small businesses and freelancers might prefer a more streamlined and cost-effective approach. Using Gmail as your CRM can be a costs-effective way to manage your customer relationships directly from your inbox. -
Can you use Outlook as a CRM?
Using your Outlook as a CRM keeps all customer-related data, communications, tasks, and appointments in one place. Everyone on the team can easily access and update information. -
What is the best CRM for Outlook?
Best CRMs for Outlook in 2025 eWay-CRM. eWay-CRM is the best CRM for Outlook. ... Hubspot. You've probably heard of HubSpot from ads or come across it on social media. ... Microsoft Dynamics 365. ... Pipedrive. ... Zoho. ... Salesforce. ... Nimble. ... 5 Tips To Bridge The Gap Between Marketing And Sales Teams.
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Frequently asked questions
What is an email-based CRM and how does it work?
An email-based CRM is a customer relationship management system that integrates email communication into its platform, allowing users to manage customer interactions seamlessly. It combines email tracking with CRM features to enable businesses to maintain a comprehensive view of client relationships. With airSlate SignNow, you can efficiently manage your email communications while eSigning documents, enhancing your customer engagement.
How can airSlate SignNow improve my email-based CRM experience?
airSlate SignNow enhances your email-based CRM experience by offering seamless eSignature solutions directly within your email workflow. This integration allows you to send, sign, and manage documents without leaving your email application. By streamlining these processes, you can improve responsiveness and reduce the time it takes to close deals.
What pricing plans does airSlate SignNow offer for an email-based CRM solution?
airSlate SignNow offers flexible pricing plans designed for businesses of all sizes looking for an email-based CRM solution. Plans are tiered based on features, allowing you to choose a package that fits your budget and operational needs. This ensures that you receive powerful eSigning tools without overspending.
Are there any key features of airSlate SignNow related to email-based CRMs?
Yes, airSlate SignNow includes several key features that enhance an email-based CRM, such as template creation for documents, automatic reminders, and real-time tracking of document status. Additionally, it supports integrations with popular email clients, making it easier to manage customer interactions. These features are vital for organizations looking to optimize their sales processes.
How does airSlate SignNow handle integrations with other platforms used in email-based CRMs?
airSlate SignNow provides seamless integrations with various platforms commonly used in email-based CRMs, such as Google Workspace, Salesforce, and Microsoft 365. These integrations allow for a unified experience, enabling users to synchronize contacts, send documents, and track customer interactions. This ensures that all your sales and customer service tools work effectively together.
What benefits can businesses expect from using an email-based CRM like airSlate SignNow?
Using an email-based CRM like airSlate SignNow provides numerous benefits including improved document management, faster deal closures, and enhanced team collaboration. The simplicity of managing eSignatures within your email workflow significantly increases efficiency. As a result, businesses can focus more on building relationships and less on administrative tasks.
Is airSlate SignNow suitable for small businesses using an email-based CRM?
Absolutely! airSlate SignNow is particularly beneficial for small businesses employing an email-based CRM because it offers cost-effective solutions tailored to their needs. The user-friendly interface and affordable pricing make it easy for smaller teams to adopt and utilize for their document signing and management processes. This helps them maintain professionalism as they grow.
Can I track document status and interactions with clients in an email-based CRM using airSlate SignNow?
Yes, you can track document status and client interactions effectively with airSlate SignNow in your email-based CRM. The platform provides real-time updates on document views and signatures, allowing you to monitor engagement levels. This feature helps you follow up promptly and improves overall customer communication.