Contracts signed digitally with one click from the CRM
From a click on the customer record to a signed, filed contract, with no emails and no manual chasing.
- Client
AGN Real Estate (Greece)- Year
- 2025
- Tools
- MakeCRME-signatureGoogle Drive
The problem
Contracts went out for signature by hand: an email, a follow-up, a reminder, another follow-up. Deals slowed down and the customer experience was clumsy at the most sensitive moment.
What we built
- A button on the CRM record that generates the contract with the customer's details and sends it for e-signature
- Real-time status tracking: viewed, signed, declined
- Automatic reminders to the customer until the document is signed
- After signing: the document goes to the customer, is filed in the right folder and updates the deal status
The result
- Signing takes minutes instead of days
- Every open contract visible in one place
- A professional experience for the customer at the point of commitment
“Since we implemented iDone, processes that used to take hours became automatic and fast. Connecting the CRM to the signature system didn't just streamline the work, it created a better customer experience.”
