What is SOC 2 compliance in relation to customer relationship management?

SOC 2 compliance refers to a framework that ensures a customer relationship management system, like airSlate SignNow, securely manages data to protect the privacy and interests of clients. This compliance signifies that airSlate SignNow adheres to strict standards for security and data confidentiality, making it an ideal choice for businesses concerned about data integrity and trust.

How does airSlate SignNow ensure SOC 2 compliance?

airSlate SignNow ensures SOC 2 compliance by implementing rigorous security protocols and processes that meet the SOC 2 criteria for managing customer data. This includes data encryption, access controls, and regular audits to maintain compliance, providing peace of mind for businesses that rely on effective customer relationship management.

What are the key features of SOC 2 compliant customer relationship management software?

Key features of SOC 2 compliant customer relationship management software like airSlate SignNow include secure document management, customizable workflows, and robust authentication measures. These features not only enhance security but also improve efficiency and user experience, allowing businesses to manage customer relationships effectively while ensuring data protection.

Are there any specific benefits of using a SOC 2 compliant CRM solution?

Using a SOC 2 compliant CRM solution provides numerous benefits such as enhanced data security, reduced risk of data bsignNowes, and increased trust from clients. With airSlate SignNow, businesses can confidently handle sensitive customer data knowing they are protected under SOC 2 standards, thus improving overall client relationships.

How does pricing for airSlate SignNow compare with other SOC 2 compliant CRM systems?

airSlate SignNow offers competitive pricing for its SOC 2 compliant customer relationship management solution, making it an accessible choice for businesses of all sizes. While many high-quality CRM options can be expensive, airSlate SignNow provides an affordable solution without compromising on security features, ensuring cost-effectiveness for users.

Can airSlate SignNow integrate with other business tools and software?

Yes, airSlate SignNow can seamlessly integrate with various business tools and software, enhancing its functionality as a SOC 2 compliant customer relationship management system. This includes integrations with popular applications like Salesforce, Slack, and Google Workspace, allowing businesses to streamline their workflows and enhance productivity.

What types of businesses benefit from using SOC 2 compliant customer relationship management?

Any business that handles sensitive customer or financial data can benefit from a SOC 2 compliant customer relationship management system like airSlate SignNow. Industries such as healthcare, finance, and technology often seek such solutions to protect their data and maintain customer trust, making airSlate a strategic choice.

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SOC-2-compliant Customer Relationship Management

SOC-2-compliant Customer Relationship Management: Try a Brand New CRM

airSlate SignNow CRM helps you centralize, optimize and streamline your contact and document management. Upgrade your customer relationship workflows.

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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.

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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.

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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.

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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.

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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.

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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 soc 2 compliant customer relationship management.

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 soc 2 compliant customer relationship management later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly soc 2 compliant customer relationship management 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 soc 2 compliant customer relationship management and include a charge request field to your sample to automatically collect payments during the contract signing.

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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.

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Your step-by-step guide — soc 2 compliant customer relationship management

Access helpful tips and quick steps covering a variety of airSlate SignNow’s most popular features.

How to use SOC-2-compliant Customer relationship management by airSlate SignNow

Managing client data and documents can be smooth and efficient. With airSlate SignNow's SOC-2-compliant Customer relationship management, you can get all contact details of your signers in one place, and gain access to shared files instantly. Manage your eSignature workflows with incredible speed and productivity.

Adhere to the steps below to start working with SOC-2-compliant Customer relationship management:

Log in to your airSlate SignNow account.
Click Contacts in the left-hand navigation menu to open the CRM.
Hit the ‘Add Contact’ button to add contacts by hand.
Enter your customer's personal data (name, email, phone number, etc.).
Adjust contact info anytime.
View all documents you’ve emailed for signature or received from your clients.

Sorting files by contacts signNowly simplifies delivering documents for signing, tracking eSignatures, replying to other people's signature requests, and handling document sworkflow. You will maintain an organized client database and rapidly find files you exchange with them using airSlate SignNow.

How it works

Open & edit your documents online

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Store and share documents securely

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Data accuracy, security, and compliance

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

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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.

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What active users are saying — soc 2 compliant customer relationship management

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.

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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.

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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.

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