Excel customer relationship software designed for seamless document eSigning
See how it works!Click here to sign a sample doc
Award-winning eSignature solution
airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to excel customer relationship software.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and excel customer relationship software later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly excel customer relationship software without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to excel customer relationship software and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
Our user reviews speak for themselves
Kodi-Marie Evans
Director of NetSuite Operations at Xerox
Samantha Jo
Enterprise Client Partner at Yelp
Megan Bond
Digital marketing management at Electrolux
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Why choose airSlate SignNow
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — excel customer relationship software
How to use Excel customer relationship software: airSlate SignNow
- Begin by opening the airSlate SignNow website in your preferred browser.
- Create an account for a free trial or log into your existing account.
- Select the document you wish to sign or send for signing and upload it.
- If you plan to use the document again, consider converting it into a template for easy access.
- Access your file and make any necessary edits such as adding fillable fields or inserting specific details.
- Add your signature and include signature fields for the other recipients.
- Click 'Continue' to configure and send out your eSignature invitation.
airSlate SignNow offers a versatile approach to document signing that ensures great returns on investment due to its extensive features relative to pricing. The platform is designed to be user-friendly and adaptable, making it ideal for small and mid-sized businesses.
With transparent pricing and no hidden fees, along with premium 24/7 support for all paid plans, airSlate SignNow positions itself as a practical choice for optimizing workflow and enhancing productivity. Start your trial today and revolutionize your document management!
How it works
Sign up and integrate
Upload and prepare documents
Send and track signatures
airSlate SignNow features that users love
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Get legally-binding signatures now!
FAQs
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Can Excel be used as a CRM?
Excel as CRM tool An Excel spreadsheet is widely used and simple to handle. It allows you to collect data and information, manage and evaluate them with the help of database functions. This is why it is suitable for using as a CRM. You can create a table with different tabs and apply formulas for sorting and analyzing. -
Can you create a CRM in Excel?
How to create a CRM in Excel Define your goals. Create your Excel spreadsheet. Define your data points. Enter your data. Apply Excel formulas and functions. Design your dashboards. -
How to create a CRM dashboard in Excel?
Step 1: Define your goals. Before start building your Excel CRM, clearly define your goals and objectives for this CRM. ... Step 2: Create your Excel spreadsheet. ... Step 3: Define your data points. ... Step 4: Enter your data. ... Step 5: Apply Excel formulas and functions. ... Step 6: Design your dashboards. -
How to create a CRM sales dashboard in Excel?
How to create a dashboard in Excel? Step 1: Prepare your data. Start by gathering the data you need. ... Step 2: Create a new workbook. ... Step 3: Create charts. ... Step 4: Design your dashboard layout. ... Step 5: Format. ... Step 6: Add interactivity. ... Step 7: Review and test. -
What is the difference between Excel and CRM?
A CRM system can automate many processes, such as emails, invoicing, lead capture, and even social media management. Excel requires manual updating and lacks the automation capabilities of a powerful CRM system. -
How do I create a management dashboard in Excel?
How do I use a CRM in Excel? Add your sales leads to the 'Sales Funnel' sheet, select the stage they're in. ... Feel free to add/remove columns from the 'Sales Funnel' sheet. Based on the data you input in the 'Sales Funnel' and 'Settings & Instructions' sheet, the 'Insights' sheet is updated automatically. -
How to track CRM in Excel?
How do I use a CRM in Excel? Add your sales leads to the 'Sales Funnel' sheet, select the stage they're in. ... Feel free to add/remove columns from the 'Sales Funnel' sheet. Based on the data you input in the 'Sales Funnel' and 'Settings & Instructions' sheet, the 'Insights' sheet is updated automatically.
What active users are saying — excel customer relationship software
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Frequently asked questions
What is Excel customer relationship software?
Excel customer relationship software is a tool that allows businesses to manage their customer data and interactions using Microsoft Excel. It provides capabilities for tracking customer details, sales history, and communication records, making it a popular choice for small to medium-sized businesses. With airSlate SignNow, you can enhance this software by incorporating electronic signatures and document management seamlessly.
How does airSlate SignNow enhance Excel customer relationship software?
airSlate SignNow complements Excel customer relationship software by enabling users to eSign documents directly within their workflow. This integration allows businesses to streamline their processes, reduce paperwork, and improve customer engagement. By combining the power of Excel with easy document signing, teams can save time and increase efficiency.
What are the key features of airSlate SignNow in relation to Excel customer relationship software?
Key features of airSlate SignNow include document templates, automated workflows, and secure eSigning capabilities. These features make it easy to use Excel customer relationship software for tracking customer interactions while efficiently handling contracts and agreements digitally. The intuitive interface allows users to work smoothly without leaving their Excel environment.
Is airSlate SignNow affordable for small businesses using Excel customer relationship software?
Yes, airSlate SignNow is designed to be a cost-effective solution, making it ideal for small businesses using Excel customer relationship software. Its pricing structure offers various plans, catering to different business needs without compromising functionality. Investing in airSlate SignNow can lead to significant time savings and improved customer satisfaction.
Can you integrate airSlate SignNow with other tools alongside Excel customer relationship software?
Absolutely! airSlate SignNow offers seamless integration with various applications like Google Workspace, CRMs, and accounting software, in addition to Excel customer relationship software. This flexibility allows businesses to create a comprehensive solution that fits their unique workflows. Integration enhances collaboration and ensures all customer-related processes are synchronized.
How secure is airSlate SignNow for users of Excel customer relationship software?
Security is a top priority for airSlate SignNow, especially for users of Excel customer relationship software who handle sensitive customer information. The platform employs advanced encryption technologies and complies with industry standards to protect user data. This robust security framework ensures that your documents and customer data are always safe and secure.
What benefits can businesses expect from using airSlate SignNow with Excel customer relationship software?
Businesses can expect numerous benefits including increased efficiency in managing customer interactions and faster turnaround times for contracts and agreements. By using airSlate SignNow with Excel customer relationship software, teams can minimize manual processes and errors, allowing them to focus more on building customer relationships. Enhanced productivity leads to better overall business performance.
How can airSlate SignNow improve customer experience for Excel customer relationship software users?
airSlate SignNow significantly enhances the customer experience by enabling quick and hassle-free signing of documents. Customers appreciate the convenience of signing contracts online, reducing the back-and-forth traditionally involved in paper documents. This streamlined approach ensures satisfied customers, leading to stronger retention and repeat business for users of Excel customer relationship software.