Updated about 3 years ago on . Most recent reply
Software for document signing & CRM
Happy Monday, everyone. I'm just starting a team and was hoping to gain some insight about which services may best suit our needs.
I need a document signing platform like Dotloop or Zipform and also a CRM, mainly for storing contacts, but auto emails & social media posts would be great too as we look to build.
Has anyone found something that does both? Or should I just get a standard Dotloop account for docs and then sign up for a cheap CRM?
Many thanks!