What is the difference between SignNow's lead management and Streak CRM for accounting?

SignNow's lead management focuses on document signing and workflow automation, making it ideal for businesses needing efficient document handling. In contrast, Streak CRM integrates directly with Gmail to manage customer relationships while offering robust lead tracking features. Each platform serves different purposes, so businesses should assess their specific needs when comparing SignNow's lead management vs Streak CRM for accounting.

How do pricing models compare between SignNow and Streak CRM?

SignNow offers flexible pricing plans based on the number of users and features needed for document management, making it cost-effective for businesses of all sizes. Streak CRM also has various pricing tiers, but it's primarily designed for use with a Gmail account, which may not align with all accounting firms' workflows. Evaluating SignNow's lead management vs Streak CRM for accounting can help businesses identify the most economical choice.

Which platform offers better document management features?

SignNow's lead management excels in document management with features like templates, automated workflows, and secure eSigning options. While Streak CRM provides some document handling capabilities, it primarily focuses on customer relationship elements. Therefore, businesses prioritizing document management should consider SignNow's lead management vs Streak CRM for accounting.

Can SignNow integrate with other accounting software?

Yes, SignNow easily integrates with various accounting software and tools, enabling seamless document management and eSigning processes within existing workflows. This integration supports a more efficient accounting operation compared to Streak CRM, which may require more manual handling. Businesses should evaluate the integration capabilities of SignNow's lead management vs Streak CRM for accounting before making a decision.

What are the key benefits of using SignNow's lead management over Streak CRM?

SignNow's lead management provides a user-friendly platform for creating, sending, and signing documents, which is crucial for accounting firms that need quick turnaround times. Additionally, with advanced security and compliance features, SignNow enhances data protection while improving efficiency. When comparing SignNow's lead management vs Streak CRM for accounting, the ease of use and focus on document automation may prove advantageous.

Which platform offers better mobile accessibility?

SignNow provides a robust mobile application that allows users to manage documents and collect signatures on the go, enhancing flexibility for accounting professionals. Streak CRM, while available on mobile, primarily operates within Gmail and may not offer the same level of document management functionality. Assessing mobile accessibility between SignNow's lead management vs Streak CRM for accounting can help businesses choose the right solution for their needs.

Is customer support better with SignNow or Streak CRM?

SignNow offers dedicated customer support channels, including live chat, email, and phone support, which is essential for accounting firms needing quick resolutions. While Streak CRM does offer support, users may find the level of assistance varies based on their pricing tier. Evaluating customer support in SignNow's lead management vs Streak CRM for accounting can help businesses ensure they receive the assistance they need.

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What active users are saying — signNows lead management vs streak crm for accounting

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.

Makes Doing Business Easier

5

Administrator

What do you like best?

We use sign now for our real estate contracts and I can’t begin to tell you how many hours it saves us on every contract. Without airSlate SignNow, we would have to chase people down, worry about having them print out, scan, and then remember to send us back their signed documents. airSlate SignNow removes all of that headache because everything is done electronically. It’s easy to setup and very user-friendly, so even our least tech savvy clients/partners can use it with ease.

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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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