SOC 2 Type II-compliant Customer Relationship Management: Try a Brand New CRM
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Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.
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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.
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Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.
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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 type ii 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 type ii 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 type ii 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 type ii 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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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — soc 2 type ii compliant customer relationship management
How to use SOC 2 Type II-compliant Customer relationship management by airSlate SignNow
Managing client data and documents can be smooth and efficient. With airSlate SignNow's SOC 2 Type II-compliant Customer relationship management, you can find all contact details of your signers in one place, and gain access to shared files immediately. Manage your electronic signature workflows with incredible speed and performance.
Keep to the steps below to utilize SOC 2 Type II-compliant Customer relationship management:
- 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 documents you’ve sent for signature or received from your customers.
Sorting forms by contacts signNowly simplifies delivering documents for signature, tracking eSignatures, answering other people's signature invitations, and handling document sworkflow. You will maintain an organized client database and rapidly locate files you exchange with them using airSlate SignNow.
How it works
Open & edit your documents online
Create legally-binding eSignatures
Store and share documents securely
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FAQs
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What is SOC 2 Type II compliance, and why is it important for customer relationship management?
SOC 2 Type II compliance is a framework designed to ensure that service providers manage customer data securely. For customer relationship management, this means that your data is handled with the highest security standards, ensuring trust and protecting sensitive information throughout your business operations. -
How does airSlate SignNow ensure it is SOC 2 Type II compliant?
airSlate SignNow undergoes regular independent audits to validate its SOC 2 Type II compliance. This process assesses our controls related to security, availability, processing integrity, confidentiality, and privacy, which are essential for a secure customer relationship management environment. -
What features make airSlate SignNow a great choice for SOC 2 Type II compliant customer relationship management?
airSlate SignNow offers features like secure eSigning, document tracking, and user authentication that enhance data protection and compliance. These tools are specifically designed to meet the requirements of SOC 2 Type II, ensuring your customer relationship management processes are both efficient and secure. -
Can airSlate SignNow integrate with other systems for a complete customer relationship management solution?
Yes, airSlate SignNow integrates seamlessly with various platforms, ranging from CRM systems to cloud storage solutions. This ensures that your SOC 2 Type II compliant customer relationship management workflows are streamlined, enabling efficient document handling and secure data sharing across your essential business tools. -
Is there a free trial available for airSlate SignNow's SOC 2 Type II compliant customer relationship management?
Yes, we offer a free trial for airSlate SignNow, allowing you to explore its features and SOC 2 Type II compliance before making a commitment. This is a great opportunity to understand how our platform can enhance your customer relationship management processes securely. -
How does airSlate SignNow handle customer data security?
airSlate SignNow employs advanced encryption, secure data storage, and strict access controls to protect customer data. Our SOC 2 Type II compliant customer relationship management practices ensure that your information remains confidential and secure throughout its lifecycle. -
What are the advantages of using a SOC 2 Type II compliant customer relationship management system like airSlate SignNow?
Using a SOC 2 Type II compliant system like airSlate SignNow demonstrates your commitment to data security, enhancing customer trust. Additionally, it enables businesses to mitigate risks associated with data bsignNowes while ensuring that customer relationship management processes remain efficient and compliant.
What active users are saying — soc 2 type ii compliant customer relationship management
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