CRM & eSign
Turn follow-ups into finished work.
With CRM & eSign in ActiveDoc, you keep contacts, notes, and to-tasks organized and send documents for signature without jumping between apps—no confusion, no lost messages, just clear progress.
The result: fewer delays, cleaner records, and a smoother experience for people who just want to sign and move on.
Close Faster,
With Less Chasing
From getting started to final approval, signing becomes a quick step, not a slowdown.
You can always see what’s been sent, what’s waiting to be signed, and what’s completed—so you follow up at the right time and stay on track.
What you Get
- One place for contacts, notes, and tasks.
- Send documents for signature in minutes.
- Track progress & keep records organized.
How It Works
- Add contacts and manage pipeline notes.
- Send documents for signature.
- Track status and store signed files.
Best For
- Client onboarding.
- Approvals and agreements.
- Teams that need one source of truth.
Work with your team
In one shared space
Keep your team connected inside one organized workspace where contacts, notes, tasks, documents, and updates stay visible to the right people. Instead of switching between chats, emails, spreadsheets, and separate tools, your team can work from one place and stay aligned on what needs to happen next. This mirrors the common “single workspace” positioning used by collaboration platforms, where messaging, tasks, files, and CRM data live together.
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Assign tasks and track progress Clearly
Turn follow-ups into clear actions by assigning tasks, setting responsibilities, and keeping progress visible across the team. Everyone knows who is handling what, what is waiting, and what has already been completed. You can also use ready-made task templates and full template groups for recurring workflows, making it much faster and easier to create the same types of tasks again and again. This helps standardize routine processes, save time, reduce manual work, and keep your team moving with more consistency and less confusion.
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Keep communication Connected to the work
When conversations happen separately from documents and tasks, important details get lost. ActiveDoc helps keep context attached to the work itself, so your team can see notes, next steps, files, signatures, and status updates in one flow. This is similar to how modern business workspaces tie communication, documents, calendars, and client records into one system.
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Build a workflow your team Can actually scale
As your team grows, manual handoffs and scattered systems slow everything down. A shared workflow makes it easier to standardize processes, reduce routine work, and keep execution consistent across different people and departments. Collaboration and automation tools commonly emphasize this mix of shared workspaces, task automation, CRM, and document handling to help teams scale with less friction.
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Instant business chat that keeps every client Conversation moving
Keep every client conversation, document, and next step in one organized online space designed for business. Chat with each client separately, create teams for internal collaboration, discuss documents in real time, request missing information, clarify important details, and send files for signature without the usual back-and-forth across different tools. Your team can stay connected, respond faster, and manage the entire workflow more smoothly from first contact to final signature. It is a simple and professional way to keep communication clear, speed up approvals, reduce confusion, and give clients a more modern and convenient experience entirely online.
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Ask us Any Questions!
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