Streamline your data management process with the tractFile + Act! Premium integration

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Act! Premium offers growing businesses a solution that brings together contacts, account history, notes, and activities into a single, centralized location. Instead of relying on multiple systems, spreadsheets, or documents, users can take notes, manage prospect and customer information, send email campaigns, and track interactions from the same interface.

This software includes applications for sales and marketing automation and is suitable for companies in any industry. When it comes to account information, Act! Premium allows users to manage contact details, lead data, and pending opportunities. Built-in features help track lead sources, competitors, status changes, and more. The software also provides a shared team calendar, so users can manage multiple schedules and track sales activities.

Act! Premium is designed to integrate with the tools sales teams use every day, like Office, Outlook, Dropbox, Google, and social media sites like Facebook and LinkedIn. It's also fully accessible on the go from both Apple and Android devices.