Defining Complete CRM

Document Management and Digital Signature

Document management and signing is now easier than ever. Effortlessly integrate your documents and contracts directly within our CRM. Customize, collect, and connect – it’s that simple.

Customize Proposals, Contracts, and Other Documents

Create customized proposals, contracts, and other documents directly within FunnelMaker. FunnelMaker’s document creator empowers you to use standard editing tools, along with special merge functions that automatically personalize information based on your contacts’ data. Create unlimited and unique templates, then save them for future editing and reuse. Our built-in documentation tools make it quick to close deals and easy to collaborate.


Collect Digital Signatures and Information

Quickly collect information and data with just a few clicks. Your customized documents can be sent directly from FunnelMaker to your contacts, including tracking capabilities to view when your document has been reviewed and signed. You can securely and safely collect initials and electronic signatures. Signatures and approvals can be sent, received, and reviewed within minutes.


Connect Documents to Your Contacts

Safely send and store your documents on our all-inclusive platform. Keeping your data centralized and organized improves management and productivity. FunnelMaker automatically attaches your documents to the associated contact profile so that you can review all of your contact’s details in a single, easy to view record.

Legality and Security

Documents shared and signed through FunnelMaker are legally binding in compliance with the United States Electronic Signatures in Global and National Commerce (ESIGN) Act, and the Uniform Electronic Transactions Act (UETA). Under these requirements, the involved parties must provide their intent to sign, and grant consent to use electronic documentation. The document must also have an associated and retainable record that presents the signature creation, generation, and execution. FunnelMaker meets and exceeds these requirements, in addition to providing IP address tracking to ensure security and legitimacy.