What is the main difference between SignNow's lead management and Close CRM for planning?

SignNow's lead management offers a streamlined process for managing leads with integrated eSignature capabilities, whereas Close CRM focuses heavily on sales engagement and customer relationship management. Both systems cater to planning needs, but SignNow is designed for those who prioritize document management alongside lead tracking.

How does pricing for SignNow's lead management compare to Close CRM for planning?

SignNow typically offers a more cost-effective pricing model for businesses that need eSignature capabilities integrated with lead management. Close CRM may have higher subscription fees, especially when advanced features for planning are involved, so it's essential to assess your budget and needs when choosing between SignNow and Close CRM.

What features does SignNow's lead management offer that may benefit planning?

SignNow's lead management includes features like customizable templates, automated workflows, and real-time tracking, all of which enhance your planning processes. Compared to Close CRM for planning, these features allow for quicker turnaround times and efficiency in managing documents and leads simultaneously.

Can SignNow's lead management integrate with other tools like Close CRM for enhanced planning?

Yes, SignNow's lead management includes various integrations, enabling users to connect with tools like Close CRM. This integration helps create a cohesive planning environment by combining the strengths of both platforms, enhancing overall efficiency.

What are the main benefits of using SignNow's lead management over Close CRM for planning?

Using SignNow's lead management provides benefits like cost savings due to its competitive pricing, ease of use with document signing, and effective lead tracking features. These factors make it an ideal choice for businesses looking to improve their planning processes without the overhead of comprehensive CRM systems like Close.

Is customer support available for SignNow's lead management compared to Close CRM for planning?

SignNow provides robust customer support options, including live chat, phone assistance, and extensive resources for users. While Close CRM also offers support, some users have reported that SignNow's responsiveness is particularly beneficial for those focused on lead management during planning.

How do user reviews for SignNow's lead management stack up against Close CRM for planning?

User reviews indicate that SignNow's lead management is praised for its simplicity and effectiveness, especially for document-heavy planning tasks. In contrast, Close CRM is often noted for its advanced features but may require a steeper learning curve, making SignNow a preferable option for many businesses.

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What active users are saying — signNows lead management vs close crm for planning

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.

Easy to use esigning software

5

Anonymous

Amazing product that is vital to the daily operations to my company. My team send out all of our employment contracts via airSlate SignNow

Cheaper then docusign. Simple to learn and easy to sign out contracts. On the user side its also easy to sign. Every activity is documented

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Love it

5

ShaRon

We use signnow for setting up contracts with our independent contractors.

I have the app and it’s really convenient to have! I can easily sign important documents from my phone without having to go to different offices.

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Easy Signatures = So Many Winners!

5

Olivia Capizzi

We use airSlate SignNow to collect consent documents for surgical patients. It creates a HIPAA compliant way to be paperless in this day and age. We switched from printing paper consents to this method about 1 year ago and will never go back. It enables us to upload their consent forms directly into their medical chart and it allows them to receive a signed copy as well that can be viewed on their phone, tablet, or computer.

airSlate SignNow is well suited for a cosmetic surgery practice with a small number of doctors, as it is easily managed by an individual. It would be less appropriate in a hospital, or doctor's office that has multiple physicians as things can become lost in the fold so to speak. It is great for a healthcare practice where patients have time to read through their forms AT HOME. This is likely a nuance that not many practices experience but if so, this is a great way to reduce clutter and paperwork and simplify the experience for patients.

I only used airSlate SignNow support when setting up. I uploaded a bunch of documents in the wrong place and needed assistance in moving them. Unfortunately they were not able to move the documents and I needed to upload into a different place. This is where I feel the system itself could benefit from some flexibility for their customers.

If anyone has ever used an online signature platform, they will understand how to use this from the customer-facing area. In terms of setup and execution, it is a lengthy process but once done a few times is easy to execute. I also think that our documents are a little bit more lengthy, and thus, require some additional time just in the volume of pages.

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