What are the key features of airSlate SignNow compared to Streak CRM for financial services?

When comparing SignNow's CRM to Streak CRM for financial services, the standout features include advanced document automation, customizable templates, and seamless eSignature capabilities in SignNow. These features streamline the contract management process, making it easier for financial services teams to close deals faster. Additionally, SignNow integrates easily with other tools which enhances workflow efficiency.

How does the pricing of SignNow CRM compare to Streak CRM for financial services?

The pricing of SignNow CRM for financial services is designed to be cost-effective, offering various plans that cater to different business sizes and needs. SignNow generally offers more competitive rates especially when considering the robust features it provides compared to Streak CRM. Businesses can save signNowly while getting a comprehensive solution tailored for financial services.

What benefits do financial services firms gain from using SignNow CRM over Streak CRM?

Using SignNow CRM for financial services delivers several benefits, including quicker document turnaround times and enhanced compliance features. This can lead to increased customer satisfaction and retention rates. Unlike Streak CRM, SignNow's dedicated eSignature functionalities simplify the signing process, ensuring clients can complete transactions smoothly.

Can SignNow CRM integrate with existing financial tools compared to Streak CRM?

Yes, SignNow CRM boasts extensive integrations with a wide range of financial tools and applications unlike Streak CRM, which is more tailored towards Gmail and Google Workspace. This versatility allows financial services firms to enhance their operational efficiency by connecting their existing systems seamlessly with SignNow. It's an ideal choice for businesses looking to streamline their processes without losing their current infrastructure.

What security features does SignNow offer versus Streak CRM for financial services?

SignNow prioritizes security with features such as advanced encryption, secure cloud storage, and compliance with regulations like GDPR and HIPAA. This is particularly important for financial services firms that handle sensitive client information. While Streak CRM offers basic security features, SignNow's specialized focus on security makes it a more reliable option for financial services.

How user-friendly is SignNow CRM compared to Streak CRM in financial services?

SignNow is praised for its intuitive user interface, making it easy for financial services teams to adopt and utilize. Unlike Streak CRM which can be more complex, SignNow provides a straightforward setup process and a guided user experience. This user-friendliness is crucial for financial firms looking to minimize learning curves and maximize productivity.

What customer support options are available for SignNow compared to Streak CRM?

SignNow offers a variety of customer support options including live chat, email support, and an extensive knowledge base tailored for financial services. This ensures that any issues can be resolved quickly, allowing businesses to maintain their operations smoothly. In comparison, Streak CRM's support options can be limited, making SignNow a more dependable choice for ongoing assistance.

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Organize multiple documents in groups and automatically route them for recipients in a role-based order.

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Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

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Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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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 signNows crm vs streak crm for financial services.

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 streak crm for financial services 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 streak crm for financial services 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 streak crm for financial services 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 streak crm for financial services

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.

This service is really great! It has helped...

5

anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

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I've been using airSlate SignNow for years (since it...

5

Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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Everything has been great, really easy to incorporate...

5

Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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