What are the key features of signnow's lead management vs close crm for accounting and tax?

SignNow's lead management offers intuitive tools for managing client interactions, while Close CRM provides advanced automation and reporting features tailored for accounting and tax professionals. Each solution uniquely addresses the workflow needs of businesses in this field, making them both valuable assets.

How does pricing compare between signnow's lead management and close CRM for accounting and tax?

When considering signnow's lead management vs close crm for accounting and tax, pricing is a crucial factor. Generally, SignNow offers a more budget-friendly approach with various plans suitable for small to mid-sized firms, while Close CRM may provide more functionalities for a higher price point.

What benefits do I get from choosing signnow's lead management over close CRM for accounting and tax?

Choosing signnow's lead management allows for seamless document management and eSigning, which are essential for accounting and tax workflows. The platform is designed for ease of use, saving time on administrative tasks compared to Close CRM, which is feature-rich but may require a longer learning curve.

Can I integrate signnow's lead management with other tools I use?

Absolutely! SignNow's lead management offers integration capabilities with numerous third-party applications, enhancing your existing workflows. This is a vital consideration when comparing signnow's lead management vs close crm for accounting and tax, as integrations can streamline your processes signNowly.

Which solution provides better customer support: signnow's lead management or close CRM for accounting and tax?

Both signnow and Close CRM have their strengths in customer support; however, SignNow is known for its responsive support team and extensive resources. This aspect can be a deciding factor for users looking at signnow's lead management vs close crm for accounting and tax, especially during the implementation phase.

How can signnow's lead management improve my accounting and tax workflow?

SignNow's lead management can enhance your accounting and tax workflow with its features focused on document efficiency and compliance. By simplifying the eSigning process and centralizing client communications, firms can focus more on delivering value to clients rather than getting bogged down by paperwork.

Is there a free trial available for signnow's lead management compared to close CRM for accounting and tax?

Yes, SignNow offers a free trial that allows potential users to explore its lead management capabilities. In contrast, Close CRM also provides trial options, making it essential to evaluate both solutions in the context of your specific accounting and tax needs.

What user feedback is there on signnow's lead management versus close CRM for accounting and tax?

User feedback generally highlights SignNow's lead management for its simplicity and effectiveness in streamlining document workflows, while Close CRM is appreciated for its robust features and automation capabilities. These insights can aid in your decision-making process regarding signnow's lead management vs close crm for accounting and tax.

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What active users are saying — signNows lead management vs close crm for accounting and tax

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airSlate SignNow makes all the difference in the world if you use Nintex Drawloop/Salesforce

5

Corinne C

What do you like best?

I'll admit, airSlate SignNow isn't perfect yet, but they have Docusign beat hands down when it comes to the control of the tag placement, the things you can do with the tags, how the tags work, the pricing per user (3x cheaper than Docusign and we get bulk upload!) and BEST OF ALL - we don't have to run our loan doc packages twice anymore, which we had to do under Docusign. Now we send the document through Drawloop, with delivery option of "email", AND at the same time, we can right click and save the package, and when we manually upload it to airSlate SignNow, it recognizes all of the tags! With Docusign we had to run the package twice: first to email it and second to send it through to Docusign because Docusign does not see the tags if it is first saved then uploaded. You have to use a template or manually place the signatures and we have 80 tags per set of loan docs! Another thing that airSlate SignNow can do is utilize tags that are already in the document, so you don't actually have to convert all of your Docusign tags to airSlate SignNow tags. Took us a while to figure that one out, but pretty nifty so we didn't have to recode all of our documents. Although now we use Drawloop Components to place the tags depending on the Delivery Option Name, so not necessary. Another AMAZING thing: bulk upload through a .csv file so we can send out a set of loan docs to hundreds of investors in under 10 seconds. Try doing that with Docusign without paying extra. There is one thing I really love about SaaS and that is the more features they have and the more advanced things they can do, the more I can take advantage of them and make our system even better. And I haven't even finished figuring out all of the advanced features of Sign Now!

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Finally a solution and a price point for small business.

5

Kirk L

What do you like best?

Obviously... the price. We'd looked at lots of competing products, but couldn't justify the price. Still our clients were asking for electronic document signing. We had to find something, and airSlate SignNow is great. The product is easy to use, both on our end, and for our clients.

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reliable software and is visually appealing and orgainzed to accomplish the tasks

5

Daniel B

What do you like best?

We are an insurance agency which handles large amounts of eSignatures, it's good to have a clear record of which documents are pending signatures. It's great to have a tool to easily remind clients to eSign.

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