Agree
Send, sign and track client agreements — without leaving the CRM.
1
Pick a template
Choose from pre-built agreement templates with merge fields that pull client data straight from the CRM.
2
Send while on the call
Hit send and the client receives a secure signing link by email and SMS — instantly, while you're still talking.
3
Client signs online
The client opens the link, reviews the agreement, types their name, and confirms. No printing, no scanning.
4
CRM updated automatically
Once signed, the CRM record is updated and you receive an email notification. The signed agreement is stored for audit.