8 Best CRMs for Docusign (2026)

DocuSign gets agreements signed. Revenue still slips when deal context, ownership, and follow-up live across inboxes, spreadsheets, and disconnected tools. A CRM turns DocuSign activity into execution: the right record updated, the right task created, the right stage moved.

In 2026, signatures happen everywhere, new business, renewals, procurement, onboarding, partner agreements. A CRM keeps data clean, ties each signature to the right account and opportunity, and standardizes follow-up. Discover now 8 top CRMs for Docusign!

What is DocuSign?

DocuSign is an electronic signature and agreement management platform used to prepare, send, sign, and store documents digitally, with audit trails and workflow controls.

DocuSign’s core capabilities:

• E-signatures: collects legally binding signatures online with identity, timestamps, and audit trails
• Templates and document generation: standardizes contracts and speeds up repetitive agreement creation
• Workflow and routing: automates approval paths, reminders, and signing order across stakeholders
• Integrations and APIs: connects agreements to business systems (CRM, ERP, storage, identity) and supports custom workflows
• Repository and compliance controls: centralizes executed agreements with access permissions and governance features

DocuSign is typically used by sales, legal, procurement, HR, and customer success teams that manage high volumes of contracts, renewals, onboarding documents, and approvals across internal and external parties.

Does DocuSign Have a CRM?

❌ DocuSign does not provide a full CRM for managing contacts, accounts, pipelines, and sales follow-up end to end. DocuSign focuses on agreements: sending, signing, routing, storage, and compliance.

Why DocuSign Users Need a CRM in 2026?

DocuSign closes agreements. A CRM runs everything around the agreement: who owns the deal, what happens next, and how pipeline stays accurate.

Main reasons a CRM becomes necessary for Docusign users:

✔ Deal ownership and accountability: every agreement ties to an owner, a stage, and a next step

✔️ Clean contact and company data: records stay usable at scale with enrichment and deduplication

✔️ Signature-to-pipeline visibility: signed, viewed, declined, and pending states map to real pipeline movement

✔️ Faster follow-up: tasks and alerts trigger the moment an agreement is opened, stalled, or completed

✔️ Cross-team handoffs: sales, legal, finance, and CS work from the same timeline instead of forwarding threads

✔️ Renewals and expansions: contract dates and terms connect to renewal pipelines and proactive outreach

✔️ Reporting and forecasting: close dates, contract status, and pipeline health become measurable and reliable

✔️ Automation and integrations: agreements, CRM fields, and workflows stay synced without manual updates

8 Best CRMs for DocuSign Users in 2026

1. folk CRM

Rating

⭐⭐⭐⭐⭐(G2)

Overview

folk is an AI CRM built for fast execution around agreement-driven sales cycles. It keeps contacts clean with enrichment and deduplication, then ties conversations and relationship context to a single timeline so the right stakeholder and deal stay connected. Pipelines and tasks make follow-up consistent after a DocuSign step (sent, viewed, signed), while integrations keep DocuSign-related workflows from turning into manual updates.

Pros

• Strong database hygiene (enrichment + dedup) as agreement volume scales
• Clear pipelines + tasks to drive post-signature execution and handoffs
• Integrations support DocuSign-to-CRM workflows without heavy ops overhead

Cons

• Advanced governance and deeper admin controls sit on higher tiers
• Not designed to replace a full marketing automation suite inside the CRM

Pricing

Starts at $20/member/month (billed annually)

2. HubSpot

Rating

⭐⭐⭐⭐(G2)

Overview

HubSpot fits DocuSign workflows when CRM, marketing, and reporting need to live in one stack. Deals, contacts, and tasks stay centralized, while automation and reporting help manage multi-step agreement processes across sales and lifecycle teams. It is a strong choice when agreement status needs to feed broader lifecycle workflows, with the trade-off of rising complexity and cost as hubs, seats, and tiers expand.

Pros

• Strong end-to-end platform for sales + marketing alignment
• Mature automation and reporting for agreement-driven funnels
• Large integration ecosystem for connecting DocuSign events to CRM workflows

Cons

• Pricing and complexity can ramp quickly as requirements grow
• Some workflow depth and sales automation are gated behind higher tiers

Pricing

$15/seat/month (paid monthly, Starter)

3. Pipedrive

Rating

⭐⭐⭐⭐(G2)

Overview

Pipedrive is a sales-first CRM that fits DocuSign workflows when pipeline execution matters more than platform breadth. It keeps deals moving with clear stages, ownership, and activity tracking, then integrations handle the “agreement step” so teams can follow up quickly after documents are sent or signed. It works best for straightforward sales motions that need structure without heavy admin overhead.

Pros

• Very strong pipeline visibility and deal progression
• Fast onboarding for SMB sales teams
• Solid ecosystem for DocuSign-to-CRM routing via integrations

Cons

• Advanced automation and reporting are plan-dependent
• Less suited to complex RevOps models and deep object customization

Pricing

$14/seat/month (billed annually)

4. Attio

Rating

⭐⭐⭐⭐(G2)

Overview

Attio fits DocuSign users who want a modern CRM with flexible data and clean workflows. It works well when agreement-driven selling requires more than a basic pipeline: custom attributes, powerful views, segmentation, and relationship context that stays usable as the database grows. It is a strong option for teams that want control over the CRM model without moving into heavier enterprise suites.

Pros

• Flexible data model and highly customizable views
• Strong for relationship-driven selling and account context
• Modern UI that stays fast as teams scale

Cons

• Some capabilities are gated above entry tiers
• Often needs initial configuration to match a specific sales process

Pricing

$29/user/month (billed annually)

5. Close

Rating

⭐⭐⭐⭐(G2)

Overview

Close fits DocuSign-driven sales cycles when speed of follow-up is the priority. It keeps reps in a tight execution loop—lead, deal, activity, next step—so agreement milestones do not stall revenue. It works best for teams running high-touch, high-volume outreach where the DocuSign step should trigger immediate calls, emails, and task creation.

Pros

• Strong execution layer for fast follow-up and rep productivity
• Communication-centric workflow reduces context switching
• Good fit for SDR/AE teams running high activity volume

Cons

• Less flexible for complex data models and custom objects
• Advanced reporting depth depends on plan level

Pricing

$49/user/month (billed annually)

6. Copper

Rating

⭐⭐⭐⭐⭐(G2)

Overview

Copper fits DocuSign workflows for teams living inside Google Workspace. It keeps contact and pipeline tracking lightweight while staying close to Gmail and Calendar habits, which reduces friction when legal or agreement steps add operational load. It works best when relationship management and simple pipeline execution matter more than deep automation complexity.

Pros

• Strong fit for Google Workspace-led teams
• Low onboarding friction and simple pipeline management
• Solid baseline CRM coverage for relationship-driven selling

Cons

• Limited depth for complex workflows, governance, and customization
• Advanced automation and reporting are tier-dependent

Pricing

$12/user/month (billed annually)

7. Nimble

Rating

⭐⭐⭐⭐(G2)

Overview

Nimble fits DocuSign-driven selling when relationship context needs to stay close to inbox activity and stakeholder mapping. It works well for lean teams managing multiple contacts per deal, where signing is one step in a longer relationship cycle. DocuSign events can be used as triggers for follow-up, while Nimble keeps contact data organized and usable without a heavy admin footprint.

Pros

• Strong relationship context for multi-stakeholder deals
• Lightweight workflow that stays close to daily communication habits
• Solid fit for small teams that need structure without complexity

Cons

• Less suited to complex RevOps modeling and deep governance needs
• Marketing automation depth is limited compared to larger suites

Pricing

$24.90/user/month (billed annually)

8. Capsule CRM

Rating

⭐⭐⭐⭐⭐(G2)

Overview

Capsule CRM is a lean, practical option for DocuSign users who want clean pipelines and contact management without enterprise complexity. It fits agreement-heavy SMB workflows where the priority is tracking deals, keeping ownership clear, and ensuring signing steps do not stall follow-up. Integrations can connect DocuSign status to deal updates while the CRM stays simple to run.

Pros

• Simple pipeline execution for SMB agreement workflows
• Low operational overhead and easy onboarding
• Good baseline CRM coverage without bloat

Cons

• Limited depth for advanced automation and reporting
• Less flexible for complex data models and custom objects

Pricing

$18/user/month (billed annually)

8 Best CRMs for DocuSign: Quick Recap

Conclusion

DocuSign accelerates the signature step. Revenue still depends on everything around it: clean contact records, clear ownership, disciplined pipeline stages, and immediate follow-up when an agreement is sent, viewed, or signed.

The best CRM for DocuSign users connects agreement activity to execution without manual cleanup. folk CRM is the strongest fit for that workflow: enrichment and deduplication keep the database reliable, timelines keep stakeholder context centralized, and pipelines plus tasks turn DocuSign milestones into consistent next steps and measurable pipeline movement.