What are the key differences between SignNow's customer relationship management and Zendesk Sell for financial services?

SignNow's customer relationship management is designed specifically for financial services, offering tailored features that simplify document handling and eSigning. In contrast, Zendesk Sell focuses more on sales tracking and customer support. This makes SignNow a more straightforward solution for financial businesses needing secure document management.

How does pricing compare between SignNow and Zendesk Sell for financial services?

When evaluating pricing, SignNow provides a more cost-effective solution with a transparent pricing structure that suits small to medium businesses in financial services. Zendesk Sell may have higher tiered plans with additional features that might not be necessary for all financial services firms. Therefore, comparing costs directly showcases SignNow as a preferable affordable option.

What features set SignNow apart from Zendesk Sell for financial services?

SignNow offers features such as advanced eSigning capabilities and robust document management that are specifically tailored for financial services. It also provides industry-specific templates and compliance features, which are not as emphasized in Zendesk Sell. This makes SignNow a more suitable choice for businesses requiring rigorous document handling.

Can SignNow integrate smoothly with other tools used in financial services like accounting software?

Yes, SignNow can seamlessly integrate with a variety of tools commonly used in financial services, including accounting and ERP systems. This ensures that businesses can streamline their operations without switching platforms. In contrast, Zendesk Sell’s integrative capabilities may not focus as much on document-related tasks, particularly important in financial services.

What are the benefits of using SignNow for client onboarding in financial services?

Using SignNow for client onboarding simplifies the process with its user-friendly eSigning and document management capabilities. This facilitates quicker turnaround times and enhances client experience. Additionally, the specific design for financial services ensures compliance and security, which are critical in onboarding processes.

How does customer support differ between SignNow and Zendesk Sell for financial services?

SignNow provides dedicated customer support that is knowledgeable about the specific needs of financial services, ensuring prompt assistance. Although Zendesk Sell offers extensive support, it may not always address the unique requirements present in the financial sector. This makes SignNow a more favorable option for businesses seeking specialized support.

Is SignNow suitable for both small and large financial service firms?

Absolutely, SignNow is built to accommodate both small and large financial service firms, offering scalable solutions. Its flexible pricing plans and adaptable features meet the varying needs of businesses regardless of size. Conversely, Zendesk Sell may cater more towards larger organizations with more complex needs, which could be less beneficial for smaller firms.

airSlate SignNow

See how it works!Click here to sign a sample doc

Award-winning eSignature solution

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

be ready to get more

Choose a better solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

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

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

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.

Our user reviews speak for themselves

Kodi-Marie Evans

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.

Check 5000+ reviews

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.

Check 5000+ reviews

Megan Bond

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.

Check 5000+ reviews

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

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 customer relationship management vs zendesk sell 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 customer relationship management vs zendesk sell 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 customer relationship management vs zendesk sell 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 customer relationship management vs zendesk sell for financial services and include a charge request field to your sample to automatically collect payments during the contract signing.

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.

Start free trial

Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

Learn more about security

be ready to get more

Get legally-binding signatures now!

Start your free trial

FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

What active users are saying — signNows customer relationship management vs zendesk sell 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.

The BEST Decision We Made

5

Laura Hardin

What do you like best?

We were previously using an all-paper hiring and on-boarding method. We switched all those documents over to Sign Now, and our whole process is so much easier and smoother. We have 7 terminals in 3 states so being all-paper was cumbersome and, frankly, silly. We've removed so much of the burden from our terminal managers so they can do what they do: manage the business.

Read full review

Excellent platform, is useful and intuitive.

5

Renato Cirelli

What do you like best?

It is innovative to send documents to customers and obtain your signatures and to notify customers when documents are signed and the process is simple for them to do so. airSlate SignNow is a configurable digital signature tool.

Read full review

Easy to use, increases productivity

5

Erin Jones

What do you like best?

I love that I can complete signatures and documents from the phone app in addition to using my desktop. As a busy administrator, this speeds up productivity . I find the interface very easy and clear, a big win for our office. We have improved engagement with our families , and increased dramatically the amount of crucial signatures needed for our program. I have not heard any complaints that the interface is difficult or confusing, instead have heard feedback that it is easy to use. Most importantly is the ability to sign on mobile phone, this has been a game changer for us.

Read full review

Get more for signNows customer relationship management vs zendesk sell for financial services

Find out other signNows customer relationship management vs zendesk sell for financial services

be ready to get more

Get legally-binding signatures now!

Start free trial

Award-winning eSignature solution

See airSlate SignNow eSignatures in action

Choose a better solution

Move your business forward with the airSlate SignNow eSignature solution

Add your legally binding signature

Integrate via API

Send conditional documents

Share documents via an invite link

Save time with reusable templates

Improve team collaboration

Our user reviews speak for themselves

airSlate SignNow solutions for better efficiency

Why choose airSlate SignNow

Get legally-binding signatures now!

FAQs

What are the key differences between SignNow's customer relationship management and Zendesk Sell for financial services?

How does pricing compare between SignNow and Zendesk Sell for financial services?

What features set SignNow apart from Zendesk Sell for financial services?

Can SignNow integrate smoothly with other tools used in financial services like accounting software?

What are the benefits of using SignNow for client onboarding in financial services?

How does customer support differ between SignNow and Zendesk Sell for financial services?

Is SignNow suitable for both small and large financial service firms?

What active users are saying — signNows customer relationship management vs zendesk sell for financial services

Get more for signNows customer relationship management vs zendesk sell for financial services

Find out other signNows customer relationship management vs zendesk sell for financial services

Get legally-binding signatures now!