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

Configuring online signature for Customer relationship management for Personnel with airSlate SignNow

airSlate SignNow’s online signature for Customer relationship management is your go-to piece of technology for managing your Personnel document-driven processes while staying compliant with 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 learn airSlate SignNow’s CRM:

1. Set up an account or log in to your existing one. If haven’t used airSlate SignNow, investigate the subscription options and choose 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 essential information.
3. Modify and delete 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 compromising the files with which you both interacted.
4. View the contact details and files with it. Hit View to pull up 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 the needed 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 skills. Gain more power over your document operations and constantly improve the experiences of your team, your clients, and your business partners. Try our online signature solution with built-in Customer relationship management for Personnel.