Streamline your data management process with the tractFile + Brightpearl 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.

Brightpearl is a cloud-based platform designed to help users with CRM, point-of-sale (POS), accounting, inventory and order management.

Brightpearl's CRM solution offers sales analysis and contact tagging functionality so that companies can carry out targeted marketing campaigns towards loyal and loss-making customers. Brightpearl automatically keeps track of order histories and details of all customer interactions.

Brightpearl integrates with the main eCommerce platforms and markets such as Magento, Shopify, BigCommerce, Amazon and eBay, helping users to manage all aspects of their retail business.