Contacts & Companies
A lightweight CRM built into Popform. Keep every signer, client, and vendor organized and tied to the documents they signed.
START FOR FREEContacts and companies organized alongside your documents in Popform
Names, emails, phone numbers, and roles for everyone you send documents to, right inside Popform.
Organize contacts under company profiles and see every document tied to a business relationship in one view.
Send to an existing contact and their details fill in automatically. No retyping names and emails, and fewer errors.
Every document a contact has signed, has pending, or has completed, visible without leaving Popform.
You should not need a separate tool just to track who you are sending contracts to. Popform includes a contacts and companies directory that connects straight to your documents, so every signer, client, and vendor is organized in one place.
Send a document and the recipient is added to your contacts and linked to that document. Your directory builds itself as you work, instead of becoming another thing to maintain by hand.
Open a contact or company and see the full signing history: what is signed, what is pending, and what is complete. Full context on every relationship without digging through email.
Free 14 day trial. No credit card required.