Streamline your data management process with the tractFile + Activix CRM 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.

Activix CRM is a Customer Relationship Management software designed to help you connect with your leads and clients in order to move them through your sales pipeline. Based on solid automotive experience, Activix CRM is setting industry standards for phone calls and online applications.

Through the PerfecTel and PerfecWeb divisions, Activix CRM offers innovative training and assessment solutions and management tools that significantly increase the results of incoming and outgoing calls and online requests. Thanks to its unique approach to continuous training and assessment, Activix allows you to integrate all sales steps, techniques and customer service to maintain long-term gains. It also maximizes the potential of your customer contacts by increasing the performance of your employees and reaching the highest levels.

Thanks to this system you can quickly increase customer satisfaction and profitability. Activix also offers the implementation of software and customized solutions for customer contact management (CRM).