CRM + Docusign

Docusign es la plataforma líder mundial para la firma de documentos, y el CRM de FreeCRM le permite agilizar los procesos rellenando documentos a partir de los datos existentes en el CRM y actualizando la información de los campos de Docusign.

Solicite firmas y realice un seguimiento del estado de los acuerdos en tiempo real, ahorre tiempo con flujos de trabajo personalizados que activan los acuerdos con sólo pulsar un botón, puede reducir los errores utilizando CRM integrado con Docusign.

Con la integración de Docusign puede automatizar flujos de trabajo completos, generar y enviar contratos y archivar documentos completados. Actualice fácilmente los sistemas con los datos de los documentos o rellene los documentos con el CRM: funciona en ambos sentidos.
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Sales Cloud

Want everyone to sell smarter? Free CRM can help close deals faster and track everything. Companies of all sizes use Free CRM to help them every day.

Service Cloud

Customer support cast management means making customers happy. Free CRM makes your reps happy, too, by keeping everyone up to date and closing more tickets faster.

Marketing Cloud

Automate email campaigns with personalized messages that are highly targeted from the CRM and social media. Engage your customers as you never have and keep everything in one place.

Cloud Strategy for CRM

Benefits of Cloud CRM are hassle-free installation, seamless access, ease of use, affordability, high-security levels, reliable operation, flexibility, enhanced compatibility, and more. Cloud CRM can be easily integrated with other applications or software, like email, and more.

CRM Activity Reports

Our CRM reporting tools make it possible for business leaders and other decision-makers to quickly and easily access the information that they need, exactly when they need it. FreeCRM has advantages that help to perfect the reporting process. Free CRM reporting tools offer complete and adequate reporting out of the box while giving customers the chance to customize reporting to fit their own unique needs better.