Streamline your business with our client record system
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Award-winning eSignature solution
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 client record system.
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 client record system later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly client record system 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 client record system and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
Our user reviews speak for themselves
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Director of NetSuite Operations at Xerox
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Enterprise Client Partner at Yelp
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Digital marketing management at Electrolux
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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 — client record system
Steps to use the client record system with airSlate SignNow
- Open the airSlate SignNow website on your web browser.
- Create a free account or login to your existing account.
- Select the document you wish to upload for signing.
- To facilitate future use, convert your document into a reusable template.
- Access your document and make necessary edits by adding fillable fields or inputting specific information.
- Complete your document by signing it and assigning signature fields for your recipients.
- Press Continue to finalize the setup and send an eSignature invitation.
By employing airSlate SignNow, companies can achieve a great return on investment with its rich functionality at an affordable price. The platform is designed with user-friendliness in mind, accommodating businesses ranging from small to mid-market.
Experience transparent pricing models with no unexpected support fees or additional costs. With 24/7 support available on all paid plans, airSlate SignNow ensures you have assistance whenever you need it. Start your journey today and enhance your document management efficiency!
How it works
Create your account
Upload and prepare documents
Send for signatures
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FAQs
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What is a client tracking system?
Organization: An efficient client tracking system provides an organized storage and view for information and data related to customers. Employees' productivity can significantly improve if everything they need to complete client projects is organized and easily accessible. -
What are the examples of system of records?
There are many types of SORs. One of the most common is a customer relationship management (CRM) system. Others include finance systems of record, like SAP; human resources systems of record; and customer systems of record. A CRM system is an example of a system of record. -
What is an example of a records management system?
Top records management systems like Box, DocuPhase, Laserfiche and SharePoint can help organizations store important documents and automate retention schedules. -
What is the customer system of record?
A System of Record serves as the primary source of truth, storing valuable customer data and transactional information. This critical data repository assists contact centers in managing and organizing essential customer details, such as demographics, transaction histories, preferences, and interactions. -
What are the four types of record storage systems?
1 Paper-based systems. Paper-based systems are the oldest and simplest type of records management systems, where records are kept in physical folders, boxes, cabinets, or shelves. ... 2 Electronic systems. ... 3 Hybrid systems. ... 4 Automated systems. ... 5 Here's what else to consider. -
What are the five types of record keeping?
Types of Records I. Administrative Records. Records which pertain to the origin, development, activities, and accomplishments of the agency. ... II. Legal Records. ... III. Fiscal Records. ... IV. Historical Records. ... V. Research Records. ... VI. Electronic Records. -
What is an example of a record keeping system?
A record keeping system is “an information system that captures, maintains, and provides access to records over time.” This can be a manual system that will typically store paper records (e.g., filing cabinets and files and the contents of the Secure Property Store for paper records) or an electronic system (e.g., a ... -
What is a client record?
Client Records means documents that provide evidence of activities performed, events occurred, results achieved, or statements made as a result of the Initial Consultation Agreement and / or the Retainer Agreement.
What active users are saying — client record system
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Frequently asked questions
What is a client record system and how does airSlate SignNow fit into it?
A client record system is designed to manage and store customer information efficiently. airSlate SignNow offers a powerful client record system that integrates eSigning with document management, ensuring that all client-related documents are securely stored and easily accessible.
What are the key features of the client record system in airSlate SignNow?
The client record system in airSlate SignNow includes features like secure document storage, customizable templates, and automated workflows. This ensures that your team can manage client documents efficiently, allowing for quick access and seamless collaboration.
How does airSlate SignNow improve the client record system experience?
With airSlate SignNow, the client record system is enhanced through its intuitive interface and integrated eSignature capabilities. This allows businesses to reduce paperwork, streamline processes, and enhance client experiences by facilitating faster document turnaround.
What is the pricing structure for the client record system with airSlate SignNow?
airSlate SignNow offers competitive pricing plans for its client record system, making it accessible for businesses of all sizes. You can choose from various tiers that cater to specific needs, ensuring you only pay for the features that benefit your organization.
Is airSlate SignNow's client record system secure?
Absolutely! The client record system provided by airSlate SignNow implements advanced security measures, including encryption and secure cloud storage, to protect client data. This ensures that sensitive information remains confidential and complies with industry standards.
Can I integrate the client record system with other tools?
Yes, airSlate SignNow allows for easy integration with various business applications, enhancing your client record system. This means you can sync data across platforms, automate workflows, and maximize efficiency without disrupting your existing processes.
How does a client record system benefit customer service?
A robust client record system like that of airSlate SignNow helps improve customer service by providing quick access to client information. This enables your team to resolve inquiries faster and personalize interactions, leading to enhanced customer satisfaction and loyalty.
Is training required to use the client record system in airSlate SignNow?
While airSlate SignNow's client record system is designed to be user-friendly, some initial training can help your team maximize its potential. The platform provides resources such as tutorials and customer support to ensure you can effectively utilize all available features.