What are the key features of signNow's CRM compared to Insightly for sales?

When comparing signNow's CRM vs Insightly for sales, signNow offers robust eSignature capabilities that streamline document workflows. Additionally, its integrated document management allows users to easily manage contracts and proposals, while Insightly focuses more on project management features.

How does the pricing of signNow's CRM stack up against Insightly for sales?

In terms of pricing, signNow's CRM provides a more economical solution, especially for businesses focused on eSigning documents. While Insightly has varied pricing tiers that integrate CRM functionalities, signNow's cost-effective plans cater specifically to those prioritizing document handling in their sales processes.

What are the primary benefits of using signNow's CRM over Insightly for sales?

The primary benefits of using signNow's CRM over Insightly for sales include its simplicity and efficiency in signing documents electronically. Businesses can close deals faster with signNow's streamlined workflows, while the focus remains on enhancing sales productivity.

Can I integrate signNow's CRM easily with other tools compared to Insightly for sales?

Yes, signNow's CRM offers a variety of integrations that cater to different business needs, making it easier to connect with popular tools. While Insightly also provides integrations, signNow prioritizes seamless connectivity for document-related processes, enhancing overall sales efficiency.

Is signNow's CRM suitable for small businesses compared to Insightly for sales?

Absolutely, signNow's CRM is particularly well-suited for small businesses looking for a cost-effective solution. Compared to Insightly for sales, signNow provides essential features that help SMEs manage documents efficiently without the complexities often associated with larger systems.

How user-friendly is signNow's CRM in comparison to Insightly for sales?

When it comes to user-friendliness, signNow's CRM stands out with its intuitive interface designed for quick adoption. In contrast, users sometimes find Insightly more complex due to its additional features, which can be overwhelming for those primarily focused on eSigning and document transactions.

What are the security features of signNow's CRM vs Insightly for sales?

SignNow's CRM offers top-notch security protocols, including encryption and compliance with major standards, ensuring document safety. While Insightly also emphasizes security, signNow's specific focus on eSignature technology adds an extra layer of protection for sales documents.

How can signNow's CRM improve my sales process when compared to Insightly?

SignNow's CRM improves the sales process by simplifying and automating the signing of sales documents, leading to faster approvals. Compared to Insightly, which primarily focuses on sales tracking, signNow enhances document flow efficiency, allowing sales teams to concentrate more on closing deals.

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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 sales.

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 sales 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 sales 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 sales 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 sales

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.

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5

Dylan S

What do you like best?

I have been with airSlate SignNow since the early stages. When I first signed up for airSlate SignNow it was owned by airSlate SignNow and very new, throughout the years it became CudaSign owned by Barracuda Networks for awhile and now it’s back to its original name. Even though the branding and name changes happened as expected in most cases the platform was always reliable and always worked great! Throughout my time using it the features stayed pretty much the same but just kept getting better and better over time. None of my data was ever lost or moved, the forms just kept getting snappier and snappier, and the application kept getting smarter. Clients never had an issue figuring out how to use it and the whole experience has been amazing!

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Broker

5

Agency in Real Estate

What do you like best?

It is very easy to use and works well for what my office is needed to do the job sending clients for their signatures. On top of it, very reasonable price.

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airSlate SignNow is Great for my Sales Role

5

Sara T

What do you like best?

Gone are the days of chasing down documents from clients. I love being able to send things digitally and my clients appreciate it as well. 10 out of 10 would recommend.

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