eSignature for Customer Relationship Management for Facilities: Try a Brand New CRM

Configuring eSignature for Customer relationship management for Facilities with airSlate SignNow

airSlate SignNow’s eSignature for Customer relationship management is your go-to piece of technology for managing your Facilities document-based processes 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 get started with airSlate SignNow’s CRM:

1. Set up an account or log in to your existing one. If haven’t used airSlate SignNow, check out the subscription options and select your free trial.
2. Navigate to and check out the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their basic information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some files for execution, those contacts will appear in the CRM automatically. You can handle them from a single dashboard without affecting the files with which you both interacted.
4. View the contact info and files with it. Click 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 executing the terms of your paperwork.

Our CRM’s interface is intuitive, easy understand, and requires no specific tech skills. Gain more control over your document processes and constantly enhance the experiences of your employees, your customers, and your business partners. Try our eSignature solution with built-in Customer relationship management for Facilities.