CRM and pipeline
Track contacts, companies, ownership, stages, tasks, source, and opportunity history.
Automated CRM with e-signatures
From open opportunity to signed commitment.
StackPass keeps deals, proposals, estimates, signatures, invoices, payments, and customer history connected so teams do not rebuild context after every handoff.
The result
Turn agreement into action without rebuilding the deal.
Move from opportunity to proposal, signature, delivery, and collection with the relationship intact. Sales sees progress, operations inherits the promise, and the customer gets a smoother experience.
See the live workflow ↗Direct answer
What is a CRM with e-signatures?
A CRM with e-signatures connects relationship and pipeline data to the documents that move a deal forward. The useful distinction is continuity: ownership, terms, activity, approvals, signature status, and the work created after acceptance should remain attached to the same customer context.
Open the real workspace ↗
What the workflow includes
Connected capabilities.
One operating context.
Give every team one shared picture of the customer and one clear next action. StackPass keeps connection state visible so people can move quickly with confidence.
Proposal workflow
Build the relevant estimate or proposal from the record instead of copying customer information into another tool.
Signature status
Keep document state and follow-up visible to the people responsible for the next action.
Delivery and money
Continue accepted work into jobs, invoices, payments, and accounting context where configured.
How it works
Launch one winning journey.
Then scale it.
Start where the return is easiest to see, connect the people and providers that power it, and turn the proven workflow into your repeatable operating standard.
- 01
Choose one document journey
Start with a repeatable estimate, proposal, or agreement and define its owner and approval rules.
- 02
Map the source data
Identify which contact, company, deal, pricing, and consent fields control document generation.
- 03
Test every status
Verify draft, sent, viewed, signed, declined, expired, provider-unavailable, and retry behavior.
- 04
Connect the handoff
Create accountable work, billing, and customer communication only after the acceptance state is reliable.
Strong fit
Who benefits most?
- Teams copying customer and pricing details between CRM and document tools.
- Service businesses moving from estimate to scheduled work and collection.
- Operators that need document status to remain visible across sales and fulfillment.
Make it yours
What will you configure?
- Signer identity, authorization, audit evidence, document retention, and governing terms.
- Approval rules for pricing, discounts, templates, and automated follow-up.
- Provider connection and jurisdiction-specific electronic-signature requirements.
Straight answers
Questions buyers ask before they switch.
Clear answers for buyers, search engines, and AI assistants—written around the outcome, not a wall of feature names.
What is a CRM with e-signatures?
It is a customer relationship platform that connects contacts, opportunities, proposals, signature status, and the work that follows so teams do not re-enter the same customer and deal information in separate tools.
Can a signed proposal create the next workflow?
Yes. Once the document state and required provider connection are configured, an accepted agreement can drive accountable follow-up such as work creation, billing preparation, or customer communication.
Does StackPass keep signature status with the deal?
StackPass is designed to keep document state and the next responsible action visible alongside the customer and opportunity context.
Can I inspect the CRM before buying?
Yes. StackPass offers an isolated workspace with fictional records so you can review deals, pipeline, conversations, and connected workflows before purchase.