What are the main features of SignNow's CRM vs Insightly for finance?

SignNow's CRM vs Insightly for finance includes robust document signing capabilities integrated with customer relationship management features. SignNow offers seamless electronic signatures, customizable workflows, and document templates, while Insightly focuses on project management and customer data tracking. Choosing between them depends on whether your priority is document handling or a comprehensive CRM.

How does pricing compare between SignNow's CRM vs Insightly for finance?

When comparing pricing in SignNow's CRM vs Insightly for finance, SignNow generally offers a more cost-effective solution for users primarily needing eSignature functionalities. Insightly tends to be more expensive, especially if you require advanced project management tools. Therefore, evaluating your specific needs can help determine which option provides better value.

What benefits does SignNow provide for finance professionals compared to Insightly?

Finance professionals benefit from SignNow's easy-to-use eSignature capabilities, which can accelerate document processing and improve compliance. In contrast, Insightly offers features that focus on CRM tasks and project management, which may be less relevant for finance-specific needs. Ultimately, SignNow's CRM vs Insightly for finance shows that SignNow is better suited for efficient document handling.

Can SignNow integrate with other financial software better than Insightly?

Yes, SignNow has numerous integrations with popular financial software, providing users with more flexibility in connecting their tools. This allows finance professionals to streamline workflows by linking eSigning processes with applications like QuickBooks and Xero. In comparison, Insightly's integrations may not be as extensive for finance-specific software.

Which platform offers better customer support, SignNow's CRM vs Insightly for finance?

In terms of customer support, SignNow generally provides responsive assistance, especially for issues related to eSigning. Insightly also offers support but may have longer response times for complex CRM inquiries. Therefore, if timely assistance is crucial for finance tasks, SignNow may be the preferable choice.

Are there any unique features in SignNow's CRM that are beneficial for finance?

SignNow offers unique features like secure document storage and automated reminders that are particularly beneficial for finance operations. These features help ensure that important documents are signed and stored safely, reducing the risk of compliance issues. While Insightly includes CRM functionality, it lacks the focused document handling that SignNow provides.

How does user experience compare in SignNow's CRM vs Insightly for finance?

SignNow is known for its intuitive user interface, making it easy for finance professionals to navigate the document signing process. In contrast, Insightly may present a steeper learning curve due to its extensive CRM functionalities. Users who prioritize simplicity and quick adoption may lean towards SignNow's CRM vs Insightly for finance.

Is SignNow more suitable for small businesses in finance compared to Insightly?

Yes, SignNow's lower cost and simplified eSigning capabilities make it particularly suitable for small businesses in finance. While Insightly offers comprehensive CRM features that may be beneficial for larger organizations, smaller teams might find SignNow's CRM vs Insightly for finance to be a more efficient solution for their needs.

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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 signNows crm vs insightly for finance.

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 signNows crm vs insightly for finance later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly signNows crm vs insightly for finance 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 signNows crm vs insightly for finance and include a charge request field to your sample to automatically collect payments during the contract signing.

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What active users are saying — signNows crm vs insightly for finance

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

airSlate SignNow is a great value for the money

5

Will Paccione

We use airSlate SignNow whenever we bring on a new client as if puts the signed agreement in one secure place. In the past, we'd have to send a pdf to the client, have them print it, sign it, scan, and then send it back. airSlate SignNow streamlines this whole process as well as keeping all agreements in one safe secure place.

I found airSlate SignNow less expensive than some of the other apps out there. airSlate SignNow has an upgraded UX which makes it easier to navigate and add fields in the back end. airSlate SignNow makes it easy for the client on the signing side who has never used it before to figure out.

airSlate SignNow is great for businesses that sign a lot of agreements and need to have them in one place. It's great for getting documents signed by people who are not in the same physical location. It's also great for businesses that have to frequently go back and pull those agreements since the search function works very well. It's less expensive than it's competitors for the same functionality.

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Meeting my Electronic Signature Needs

5

Jay Layton

airSlate SignNow has become a important tool in training sign in sheets and many other critical documents that require the signature of participants and key players. When I require signatures from team members airSlate SignNow makes it easy to send the documents for signatures and track the progress. It truly has made this part of my job easier!

Ease of obtaining signatures through simple technology. Safe keeping of all completed documents. Record retention making a backup in case of lost files.

Due to my large area that I cover, airSlate SignNow makes the obtaining of signatures easier than ever. I can also set up easy reminders for people so that it does not get forgotten. I find the use of airSlate SignNow very beneficial for my profession and have recommended it to several of my peers.

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airSlate SignNow is the ONLY eSignature program you need.

5

Fred Claus

We use airSlate SignNow as a way to get yearly MSP contracts signed by clients. Our contracts are a standard form that need some blanks filled in based on the client. We use airSlate SignNow to fill in those blanks and send it off to the client for signature. Once the signature comes back we sign it, and then airSlate SignNow sends both of us a PDF copy for our files.

airSlate SignNow makes it easy for the client to move through the document. One click per field and the data is there. Sometimes I even just use the tab key. airSlate SignNow is easy for me to move through when editing a document for sending. They color code the signers so it's easy for me to see who has to sign where. I can also set up in what order the signers have to sign. airSlate SignNow's price is very good as well. What we get from sign now for the price we pay is equal to other companies 3 times the cost.

airSlate SignNow has the best support staff. If I don't know how to do something they are right there to help. Via Chat, phone or email. They are always willing to work things out with me. Very polite and knowledgeable people.

airSlate SignNow is a great product for anyone who has paperwork that needs to be signed. No more chasing down clients, and having to worry about scanning signed documents in. It's also legally binding with the signature tracking file that airSlate SignNow offers with each document. There really isn't a scenario that airSlate SignNow isn't good for. If you need documents signed this product is for you.

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