Enhance collaboration with shared CRM 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 shared crm.
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 shared crm later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly shared crm 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 shared crm 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
be ready to get more
Why choose airSlate SignNow
-
Free 7-day trial. Choose the plan you need and try it risk-free.
-
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
-
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — shared crm
How to use airSlate SignNow for shared CRM management
- Open the airSlate SignNow website in your preferred browser.
- Create a new account with a free trial or sign into your existing account.
- Select and upload the document you need to sign or distribute for signing.
- If the document will be used frequently, convert it into a reusable template.
- Open your document to make necessary adjustments: add fillable fields or input specific data.
- Sign the document and incorporate signature fields for the intended recipients.
- Hit the Continue button to configure and dispatch the eSignature invitation.
With airSlate SignNow, businesses can enjoy an exceptional return on investment due to its extensive feature set offered at a competitive price point. The platform is designed to be user-friendly and scalable, catering specifically to small and medium-sized businesses in the mid-market.
Additionally, airSlate SignNow ensures clear pricing without hidden costs, along with exceptional 24/7 support available for all premium plans. Start utilizing airSlate SignNow today to enhance your document processes and witness the difference!
How it works
Create your account
Upload and prepare documents
Send for signatures
airSlate SignNow features that users love
be ready to get more
Get legally-binding signatures now!
FAQs
-
What is collaborative CRM?
What is Collaborative CRM? Collaborative CRM allows you to create communication between different organizations related to customer service. Collaborative types of CRM can include various company divisions, such as marketing, sales, customer service, technical support, external customers, vendors, and distributors. -
Is Salesforce a collaborative CRM?
Salesforce goes beyond traditional CRM solutions by providing collaborative features like Chatter, document sharing, and team collaboration. These tools allow teams to effectively communicate, share information, and work together seamlessly. -
What are the 4 types of CRM systems?
There are four types of CRM systems—operational, analytical, collaborative, and strategic—designed to support sales teams that can drive better customer experiences. The right customer relationship management (CRM) system can give you an edge in delivering stellar customer experiences (CX) and closing more deals. -
What is an example of collaborative management?
In collaborative leadership, an executive solicits input from the team before choosing the process for specific projects. For example, video calls, brainstorming with whiteboards, and collaborating on shared documents. Collaborative leadership helps foster a cooperative and harmonic work environment. -
What are the three types of CRM?
In this article, we'll walk through the three core types of CRM - analytical, operational, and collaborative - and explore what each does best. You'll see how they differ, where they overlap, and why more companies are turning to unified platforms like SuperOffice that combine all three into a single system. -
What is a collaborative CRM?
A collaborative CRM is software created to help different teams collaborate better to handle customer relationships. These tools usually offer features for cross-departmental communication, data sharing, and workflow automation, all aimed at improving customer interactions and satisfaction from a unified interface. -
What does CRM mean?
Monica is an open-source personal CRM that helps you organize social interactions with your friends and family. It's a minimalist solution for busy people in search of a better work-life balance. It helps you to keep track of your day-to-day interactions with your loved ones.
What active users are saying — shared crm
Frequently asked questions
What is a shared CRM and how can it benefit my business?
A shared CRM is a Customer Relationship Management platform that allows multiple users to access and work together on customer interactions and data. This collaborative environment enhances communication among team members, improves customer service, and leads to better decision-making. By implementing a shared CRM, businesses can streamline processes and ultimately increase sales.
How does airSlate SignNow integrate with shared CRM systems?
airSlate SignNow seamlessly integrates with popular shared CRM platforms including Salesforce, HubSpot, and Zoho. This integration allows users to send and eSign documents directly from their CRM, enhancing workflow efficiency. By combining document management and CRM capabilities, teams can focus on building relationships rather than getting bogged down by paperwork.
What features does airSlate SignNow offer for managing documents in a shared CRM?
AirSlate SignNow provides various features such as customizable templates, automated workflows, and advanced eSigning capabilities specifically designed for shared CRM environments. These tools ensure that all user interactions are streamlined and tracked. Consequently, this not only strengthens collaboration but also enhances data accuracy and compliance.
Is airSlate SignNow a cost-effective solution for businesses using shared CRM?
Yes, airSlate SignNow is designed to be a cost-effective solution for businesses of all sizes using a shared CRM. With flexible pricing plans, users can select the option that best fits their needs and budget. This affordability, combined with its robust features, makes it a powerful tool for improving efficiency in document management.
Can I customize workflows within a shared CRM using airSlate SignNow?
Absolutely! AirSlate SignNow allows users to customize workflows within their shared CRM to suit their unique business processes. By automating repetitive tasks and creating tailored document flows, businesses can ensure that nothing falls through the cracks. This level of customization boosts productivity and enhances team collaboration.
What types of documents can be managed in a shared CRM using airSlate SignNow?
AirSlate SignNow enables users to manage an array of document types within their shared CRM, including contracts, proposals, and agreements. This versatility ensures that all necessary documentation is easily accessible and can be managed effectively. As such, teams can maintain consistency in their documentation practices and improve response times.
How secure is document handling in a shared CRM with airSlate SignNow?
Security is a top priority for airSlate SignNow when it comes to handling documents within a shared CRM. The platform employs advanced encryption methods and complies with leading security standards to protect sensitive data. Furthermore, built-in audit trails provide transparency and accountability, giving teams peace of mind when managing their documents.
Is training provided for new users of airSlate SignNow in a shared CRM environment?
Yes, airSlate SignNow offers extensive training resources for new users operating within a shared CRM. These resources include webinars, tutorials, and a comprehensive knowledge base. This support ensures that teams can quickly adapt to the platform, maximizing its potential for improving collaboration and efficiency.