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What is tractFile
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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is Claritysoft
Claritysoft is a CRM that helps medium and large companies manage customer accounts by providing user-friendly and convenient customer relationship management software. Key features of Claritysoft include account management, task management, calendar management, and pipeline management.
Benefits of using Claritysoft
Claritysoft presents a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks, Claritysoft also allows users to view the location of contacts on Google Maps, useful for planning routes for sales representatives.
Why should I use Claritysoft
Finally, the email marketing feature offered by Claritysoft allows users to design email templates and extract contacts from contact lists based on filters and preferences.
Create new Claritysoft
leads with tractFile
leads with tractFile
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