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

Setting up eSignature for Customer relationship management for Shipping with airSlate SignNow

airSlate SignNow’s eSignature for Customer relationship management is your go-to piece of technology for managing your Shipping document-based transactions while staying adherent to industry-leading frameworks. With our CRM, you can add, modify, and manage new and existing signers and get 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 you’re new to airSlate SignNow, explore 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 basic information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will appear in the CRM automatically. You can manage them from one place without compromising the documents with which you both interacted.
4. View the contact details and documents with it. Hit 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. Choose 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 completing the terms of your document.

Our CRM’s interface is intuitive, easy work with, and requires no special tech background. Get more power over your document operations 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 Shipping.