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.

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SOC 2 Type II-compliant CRM

SOC 2 Type II-compliant CRM: 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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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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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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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

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 type ii compliant crm

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

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

Connect airSlate SignNow to your apps

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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 type ii compliant crm

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.

airSlate SignNow is secure and useful

5

Administrator in Executive Office

What do you like best?

The ability to set up different forms with different areas for signatures and initials.

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Convenient/ Technology /easy to use

5

Administrator in Health, Wellness and Fitness

What do you like best?

I like how convenient it is, paperless is a plus. Yet, there is another side, i have 1 form for clients, so it doesn’t automatically rename the file according to clients’ name.

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Signing documents is much easier with airSlate SignNow

5

Riccardo B

What do you like best?

The airSlate SignNow website is constantly making improvements and streamlining the process over time. The user interface is also very clear and simple. Uploading a document or contract is very simple and straightforward. airSlate SignNow was quite easy to implement into our workplace. The customer service was also very good. airSlate SignNow has saved us a lot of time and has increased productivity in our workplace. The pricing is fair for the service provided to us.

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