eSign for Customer Relationship Management for Research and Development: Try a Brand New CRM

Setting up eSign for Customer relationship management for Research and Development with airSlate SignNow

airSlate SignNow’s eSign for Customer relationship management is your go-to piece of technology for managing your Research and Development document-based transactions while staying compliant with industry-leading frameworks. With our CRM, you can create, 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 log in to your existing one. If you’re new to airSlate SignNow, check out 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 essential information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some files for execution, 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 info and documents with it. Click View to pull up the contact details of a person and documents connected with them.
5. Send a form out for signing and data collection. Choose 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 executing the terms of your document.

Our CRM’s interface is intuitive, easy grasp, and requires no special tech background. Get more control over your document operations and continuously improve the experiences of your team, your customers, and your business partners. Try our eSign solution with built-in Customer relationship management for Research and Development.