About ActiveDoc
The All-in-One CRM That Signs and Delivers
ActiveDoc is built for people and businesses who need more than “just eSign.”
We bring your CRM, document creation, online signing, and mailing into one connected system—so you can create documents, send them for signature, track progress, and mail them out with confidence, all from one dashboard. Add a personal or business mailbox (PMB), run USPS Marketing Mail or Every Door Direct Mail campaigns, and keep every step organized end-to-end.
Our Mission
Remove friction from workflows—from first contact to final delivery.
Our mission is to eliminate bottlenecks in everyday operations by making it easy to manage contacts, generate documents, collect signatures online, and handle physical mail in a single flow. Whether you’re onboarding clients, sending agreements, running campaigns, or managing recurring business mail, ActiveDoc helps you move faster, stay consistent, and keep everything trackable.
Stay connected with employees, clients, and personal contacts in one place through smooth private and group chats that keep every conversation organized, instant, and easy.
Why Choose ActiveDoc
Unique features that we provide.
All-in-one CRM workflow
Contacts, tasks, documents, signatures, and mail status in one place.
Document Builder
Create templates, forms, and client-ready documents in minutes.
Online eSign
Send, sign, and track documents with clear status updates.
Support that moves you
Quick help when you need it, as your workflows scale.
Personal & business mailbox
Scans, forwarding, and storage options, managed online.
Mailing that’s connected
First-Class, Certified, USPS Marketing Mail, and EDDM for local outreach.
Referrals & payouts
Connect clients to trusted partners and earn payouts for qualified outcomes.
Loan partner hand offs
Offer loan options through partners and manage the handoff in your CRM.
Smart data flow
Keep information connected across contacts, documents, and workflows.
Our Story
ActiveDoc started with a simple goal: stop making document work harder than it needs to be.
We saw teams stuck switching between CRMs, document tools, signature apps, and mailing vendors—losing time, missing follow-ups, and repeating the same tasks.
So we built a single platform that connects the whole journey: manage the relationship, generate the paperwork, get it signed, and deliver it—digitally or by mail.
Stay connected with employees, clients, and personal contacts in one place through smooth private and group chats that keep every conversation organized, instant, and easy.
Join the Future of
Workflows
Whether you’re organizing personal paperwork or running business operations, ActiveDoc helps you keep everything in one place and actually get things done—faster, cleaner, and fully connected.
Try ActiveDoc today
Simplify your workflow with ActiveDoc.
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