Online Signature for Lead Management for Operations: Try a Brand New CRM

Setting up online signature for Lead management for Operations with airSlate SignNow

airSlate SignNow’s online signature for Lead management is your go-to piece of technology for managing your Operations document-based transactions while staying compliant with industry-leading frameworks. With our CRM, you can add, edit, and manage new and existing signers and gain 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 haven’t used airSlate SignNow, investigate 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 basic information.
3. Edit and remove existing contacts in your CRM. If you’ve already sent some files for execution, those contacts will show up in the CRM automatically. You can manage them from one place without compromising the documents with which you both interacted.
4. Check the contact information and documents with it. Click View to pull up the contact details of a user and paperwork associated with them.
5. Send a form out for signature and data collection. Choose 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 executing 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 processes and constantly enhance the experiences of your employees, your customers, and your business partners. Try our online signature solution with built-in Lead management for Operations.