eSign for Customer Relationship Management for Non-profit Organizations: Try a Brand New CRM

Setting up eSign for Customer relationship management for non-profit organizations with airSlate SignNow

airSlate SignNow’s eSign for Customer relationship management is your go-to piece of technology for managing your non-profit organizations document-based transactions while staying compliant with industry-leading frameworks. With our CRM, you can add, edit, and manage new and existing signers and get an aerial view of your contact database.

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

1. Create an account or sign in to your existing one. If haven’t used airSlate SignNow, discover 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 essential information.
3. Edit and delete 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 one dashboard without affecting the documents with which you both interacted.
4. View the contact information and documents with it. Click View to pull up the contact details of a person and documents 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 notify 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 background. Gain more power over your document processes and constantly enhance the experiences of your team, your clients, and your business partners. Try our eSign solution with built-in Customer relationship management for non-profit organizations.