PCI-compliant CRM: Try a Brand New CRM
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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.
How to use PCI-compliant CRM by airSlate SignNow
Managing client data and documents can be straightforward and productive. With airSlate SignNow's PCI-compliant CRM, you can find all contact information of your signers in one place, and access shared documents immediately. Manage your eSignature workflows with incredible speed and performance.
Keep to the steps below to utilize PCI-compliant CRM:
- Log in to your airSlate SignNow account.
- Click Contacts in the left-hand navigation menu to open the CRM.
- Use the ‘Add Contact’ button to add contacts by hand.
- Enter your customer's personal information (name, email, phone number, etc.).
- Modify contact details anytime.
- View all form templates you’ve sent for signature or received from your clients.
Sorting files by contacts considerably simplifies sending documents for signature, tracking eSignatures, answering other people's signature requests, and managing document sworkflow. You will maintain an arranged customer database and rapidly find data files you exchange with them using airSlate SignNow.
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FAQs
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What is PCI-compliant CRM?
Our PCI-compliant CRM is a handy tool that helps guard your data. Some CRM systems have several features that allow you to set up processes in accordance with PCI and enable you to ensure that data generation, storing, managing, and use are compliant.
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What is airSlate SignNow CRM?
airSlate SignNow automatically saves contacts you communicate with into its brand-new CRM. You can access your database anytime to view or adjust signer contact details, review or download records you’ve exchanged, or quickly deliver another copy for signature.
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How do I add client cards to the airSlate SignNow CRM?
Your signers’ profiles are saved automatically, so you can easily manage your contacts and documents you’ve exchanged. Nonetheless, you can also add a contact manually by clicking Add Contact. Specify and adjust your signer’s info easily anytime.
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How do I send a document for signature to one of my contacts?
It’s simple. You can either click Send Invite next to any of your listed contacts in our CRM, or select the client card you need and click on the Send Invite button in the sidebar on the left. You can upload your record, include fillable fields, and send an invite.
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Is airSlate SignNow PCI compliant?
airSlate SignNow takes protecting private information seriously. It retains PCI DSS certification, is SOC 2 Type II certified, and is 21 CFR Part 11 compliant. You can transmit encrypted data and have full control over data in your CRM - without unauthorized intake, access, creation, storing or sending of data. To learn more, check out our Security and Compliance page.
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What is the best PCI-compliant CRM software?
The best PCI-compliant CRM automates and optimizes your work, keeping your data protected and simplifying admin jobs you can’t stand. Try our brand-new airSlate SignNow CRM to manage your contacts and forms in a single place. Automatically transfer contacts, keep track of interactions and eSignature workflows, and employ our personalized form templates to save time.
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