Contracts Management
Automated Contract Management for Faster, Smarter Deals
Tired of hunting for contracts across email threads and folders? CRM9’s Contracts Management brings all your agreements into one organized system, letting you create, send, track, and manage contracts seamlessly—so you can protect your business and close deals faster without the paperwork mess.
Why CRM9 for Contracts Management?
- Create, send, and track contracts seamlessly
- Centralized and secure storage for all agreements
- Real-time contract status tracking
- Integrated with client, proposal, and billing workflows
- Speeds up deal closures while reducing admin work
Get Agreements Out the Door Faster
Create, customize, and send contracts with zero hassle. Draft professional, branded contracts directly within CRM9 using pre-built or fully customizable templates tailored to your business. Effortlessly pull in client details, service descriptions, pricing, and payment terms from client profiles and proposals without manual re-entry, reducing errors and saving time. Whether it’s a simple service agreement or a detailed project contract, you can prepare and send it in minutes, ensuring your contracts are clear, compliant, and aligned with your client agreements so you can secure commitments faster and keep your business moving.
Track Contract Status in Real-Time
Stay informed at every stage without chasing updates. Know precisely when a contract has been sent, opened, viewed, and signed with CRM9’s real-time tracking. Eliminate the guesswork in your follow-ups by receiving instant notifications when a client engages with your contract, allowing your team to act promptly while the deal is still warm. CRM9’s transparent status tracking keeps your sales pipeline moving, shortens your deal cycles, and ensures you always know where every agreement stands, so you can confidently forecast revenue and plan your next steps with clarity.
Keep Contracts Organized and Secure
All your contracts, secure and accessible in one place. Forget the days of lost attachments and scattered files. CRM9 securely stores all your contracts within each client’s profile, making it easy to find, review, and reference agreements whenever you need them—whether you’re preparing for a meeting, confirming renewal terms, or handling client queries. Maintain a clear, organized history of every contract with notes, revisions, and associated documents, ensuring your business remains compliant and your team can access what they need without delays, keeping client relationships strong and workflows seamless.