Contacts & Companies

A lightweight CRM built for document workflows

You shouldn't need a separate CRM just to keep track of who you're sending contracts to. Popform includes a built-in contacts and companies directory that connects directly to your document workflows, so every signer, client, and vendor is organized in one place.

How it works

Contact management

Add and manage contacts with names, emails, phone numbers, and roles. Every time you send a document for signature, the contact is automatically saved and linked to that document for easy reference later.

Company profiles

Group contacts under company profiles to keep your business relationships organized. See every document associated with a company, track signing history, and manage multiple points of contact in one view.

Auto-populated fields

When you send a new document to an existing contact, their information is automatically filled in. No retyping names and emails every time. It speeds up your workflow and reduces errors.

Document history by contact

See every document a contact has been part of — what they signed, what's pending, and what's been completed. Full visibility into your relationship history without leaving Popform.

Organize your business relationships

• Built-in directory — No third-party CRM needed. Contacts and companies live right inside Popform.
• Auto-save contacts — Every signer is automatically added to your contacts when they receive a document.
• Company grouping — Organize contacts by company for a clear view of each business relationship.
• Document history — See the full signing history for any contact or company at a glance.
• Quick search — Find any contact or company instantly with search and filters.
• Seamless integration — Contact data flows directly into your document workflows for faster setup.