Online Signature for Customer Relationship Management for Inventory: Try a Brand New CRM

Setting up online signature for Customer relationship management for Inventory with airSlate SignNow

airSlate SignNow’s online signature for Customer relationship management is your go-to piece of technology for managing your Inventory document-based processes while staying compliant with industry-leading frameworks. With our CRM, you can create, edit, and manage new and existing signers and gain an aerial view of your contact database.

Here are your first steps to learn airSlate SignNow’s CRM:

1. Set up an account or sign in to your existing one. If you’re new to airSlate SignNow, explore the subscription options and choose 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 essential information.
3. Edit and delete existing contacts in your CRM. If you’ve already sent some documents for execution, those contacts will show up in the CRM automatically. You can handle them from one dashboard without compromising the documents with which you both interacted.
4. Check the contact details and documents with it. Click View to see the contact details of a person and paperwork connected with them.
5. Send a form out for signature and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after executing the terms of your paperwork.

Our CRM’s interface is sleek, easy work with, and requires no specific tech background. Get more control over your document operations and continuously enhance the experiences of your team, your clients, and your business partners. Try our online signature solution with built-in Customer relationship management for Inventory.