eSignature for Customer Relationship Management for Higher Education: Try a Brand New CRM

Configuring eSignature for Customer relationship management for Higher Education with airSlate SignNow

airSlate SignNow’s eSignature for Customer relationship management is your go-to piece of technology for handling your Higher Education 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 learn airSlate SignNow’s CRM:

1. Create an account or sign in to your existing one. If you’re new to airSlate SignNow, discover the subscription options and select your free trial.
2. Navigate to and explore the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their basic information.
3. Modify and remove 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 manage them from a single dashboard without affecting the files with which you both interacted.
4. View the contact info and files with it. Hit View to see the contact details of a person 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 inform your Contacts about what they need to do after executing the terms of your paperwork.

Our CRM’s interface is intuitive, easy grasp, and requires no special tech skills. Gain more control over your document operations and constantly improve the experiences of your team, your clients, and your business partners. Try our eSignature solution with built-in Customer relationship management for Higher Education.