SOC-2-compliant CRM: Try a Brand New CRM

Our SOC-2-compliant CRM is a convenient tool that assists guard your data. Some CRM solutions have several capabilities that allow you to set up processes in accordance with SOC-2 and enable you to ensure that data generation, storing, management, and use are compliant.

airSlate SignNow automatically saves contacts you interact with into its brand-new CRM. You can access your database anytime to view or adjust signer contact information, review or download records you’ve exchanged, or quickly send out another copy for signing.

Your signers’ profiles are saved automatically, to help you easily manage your contacts and documents you’ve exchanged. However, you can also add a contact manually by clicking Add Contact. Specify and adjust your signer’s information easily anytime.

It’s simple. You can either click Send Invite next to any of your listed contacts in our CRM, or pick the user profile you need and click the Send Invite button in the sidebar on the left. You can upload your document, include fillable fields, and send an invite.

airSlate SignNow takes protecting confidential information seriously. It retains PCI DSS certification, is SOC 2 Type II certified, and is 21 CFR Part 11 compliant. You can transfer encrypted data and get full control over data in your CRM - without unauthorized intake, access, creation, storing or sending of data. For more information, check out our Security and Compliance web page.

The best SOC-2-compliant CRM automates and optimizes your work, keeping your data safe and simplifying admin tasks you can’t stand. Try our brand-new airSlate SignNow CRM to manage your contacts and documents in one place. Automatically import contacts, keep track of communications and eSignature workflows, and utilize our personalized form templates to save time.