Streamline your data management process with the tractFile + Bpm’online 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.

Bpm’online is a software that offers a product for the automation of business processes and CRM. Equipped with a complete suite of solutions, Bpm'online can help you simplify business processes, increase employee productivity and make sense of CRM data to provide better service to your customers.

Bpm’online CRM has composed by three different modules: Bpm’online marketing, Bpm’online sales, and Bpm’online service, thanks to these modules users have the power to manage their CRM data without having to invest in more programs. Each module has specialized tools for different departments. This way, you can centralize your database and optimize the overall efficiency of your work.

Bpm’online CRM has open API capabilities that allow it to easily integrate with third-party applications like ERP, business analytics, social listening, and productivity systems. Thanks to these features, you can combine Bpm'online CRM with existing business systems or configure it according to the needs of your business.