Captorra closes leads on a single call using eSign via Text

Solution: Integrate eSignature into CRM workflows

In 2013, Captorra selected Nintex AssureSign® as their preferred eSign solution because of its robust integration with Microsoft Dynamics 365 and renowned customer service. Unlike others in the industry, Nintex AssureSign® offers a customizable integration with Dynamics CRM, making it easy for Captorra and their customers to use. Users can not only send documents for signature with the click of a mouse, but also keep CRM information current through Nintex AssureSign®’s bidirectional APIs. Captorra’s client and prospect information is seamlessly updated with new or changed data that’s collected from documents sent out for completion. What’s more, Nintex AssureSign®’s SMS/text to sign feature empowers both Captorra and its users to quickly reach the 55 percent of consumers without email access on their smartphone or mobile device.

Since integrating eSignature into their own CRM workflows as well as their legal intake product, Captorra and user law firms have reduced new client on-boarding time from days to minutes. With eSign on-the-go technology, Captorra and its user firms experience a huge advantage with highly mobile consumers and those with limited email access on their smartphones. For highly competitive verticals in the legal space, such as personal injury law, Nintex AssureSign®’s mobile e-signing feature closes the gap between an initial inquiry and a signed client.

Additionally, firms using Captorra previously reported an average of more than $4,000 in monthly mailing costs. After employing electronic signatures, the average expense for mail and shipping plummeted to nearly $400 per month – a 90 percent cost reduction. With the power of Nintex AssureSign®, Captorra and its user firms are empowered to introduce, qualify, and close leads with a single phone call.