For banks and financial institutions that run on Salesforce, the CRM is the centre of everything — leads, customer data, relationships, compliance. Teams spend their entire day inside it. They know it inside out.

But when it came to getting documents signed, they had to step outside Salesforce entirely. This broke the flow and agent’s end up switching between the 2 platforms for each customer

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With Leegality plugin for Salesforce - you can provide the entire Leegality workflow to your agent’s, right within Salesforce. This means the agents can execute any agreement without ever leaving Salesforce.

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No tech integrations required, simply install the plugin inside your Salesforce account.