SOC 2 Type II-compliant CRM: Try a Brand New CRM
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Move your business forward with the airSlate SignNow eSignature solution
Add your legally binding signature
Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.
Integrate via API
Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.
Send conditional documents
Organize multiple documents in groups and automatically route them for recipients in a role-based order.
Share documents via an invite link
Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.
Save time with reusable templates
Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.
Improve team collaboration
Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.
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Collect signatures
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Reduce costs by
$30
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Save up to
40h
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airSlate SignNow solutions for better efficiency
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 type ii compliant crm.
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 type ii compliant crm later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly soc 2 type ii compliant crm 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 type ii compliant crm 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
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — soc 2 type ii compliant crm
How to use SOC 2 Type II-compliant CRM by airSlate SignNow
Managing client data and documents can be smooth and productive. With airSlate SignNow's SOC 2 Type II-compliant CRM, you can find all contact info of your signers in one place, and access shared files immediately. Manage your electronic signature workflows with outstanding speed and productivity.
Keep to the steps below to use SOC 2 Type II-compliant CRM:
- Log in to your airSlate SignNow account.
- Click Contacts in the left-hand navigation menu to open the CRM.
- Use the ‘Add Contact’ button to add contacts by hand.
- Enter your customer's personal information (name, email, phone number, etc.).
- Edit contact info at any time.
- View all records you’ve emailed for signature or received from your recipients.
Sorting files by contacts considerably simplifies sending documents for signing, tracking electronic signatures, replying to other people's signature invitations, and managing document sworkflow. You will maintain an arranged client database and rapidly locate data files you exchange with them using airSlate SignNow.
How it works
Access the cloud from any device and upload a file
Edit & eSign it remotely
Forward the executed form to your recipient
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FAQs
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What is a SOC 2 Type II compliant CRM?
A SOC 2 Type II compliant CRM is a customer relationship management system that meets rigorous security and data privacy standards as set by the AICPA. This certification ensures that the CRM effectively manages customer data with the necessary controls and processes in place to safeguard sensitive information. -
How does airSlate SignNow ensure it is SOC 2 Type II compliant?
airSlate SignNow adheres to the SOC 2 Type II compliance requirements by regularly evaluating its security controls and practices. We implement robust data protection measures, conduct extensive audits, and continuously improve our processes to maintain compliance and ensure our users' data remains secure. -
What are the benefits of using a SOC 2 Type II compliant CRM for my business?
Using a SOC 2 Type II compliant CRM like airSlate SignNow offers several advantages, including enhanced data security, trustworthiness, and regulatory compliance. It can signNowly reduce the risks associated with data bsignNowes, giving your customers peace of mind that their information is secure while using your services. -
What features does the SOC 2 Type II compliant CRM from airSlate SignNow offer?
The SOC 2 Type II compliant CRM from airSlate SignNow includes features such as secure electronic signatures, customizable workflows, and extensive integration options. These functionalities simplify document management and streamline your business processes while ensuring data integrity and security. -
Is pricing competitive for a SOC 2 Type II compliant CRM like airSlate SignNow?
Yes, airSlate SignNow offers competitive pricing for its SOC 2 Type II compliant CRM. Our pricing plans are designed to accommodate businesses of all sizes, providing an excellent value for organizations looking to enhance their document management while maintaining high security standards. -
Can I integrate airSlate SignNow with other applications as a SOC 2 Type II compliant CRM?
Absolutely! airSlate SignNow provides seamless integration options with various third-party applications, ensuring that your SOC 2 Type II compliant CRM works well with your existing tools. This integration capability enhances your workflow and allows for better data synchronization across platforms. -
How can I ensure customer data is protected in a SOC 2 Type II compliant CRM?
A SOC 2 Type II compliant CRM like airSlate SignNow employs strict security controls to protect customer data, such as data encryption, access controls, and regular security audits. By choosing a compliant CRM, you can rest assured that best practices are followed to safeguard sensitive information.
What active users are saying — soc 2 type ii compliant crm
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