Streamline your data management process with the tractFile + ClinchPad 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.

ClinchPad is cloud-based sales management software developed for small businesses that can help you manage sales pipelines, manage contacts and create reports. The product is positioned as an alternative to traditional CRM systems and offers an intuitive user interface and other features such as filters, graphs, dashboards and notifications.

ClinchPad helps users manage all sales pipelines from a single point and allow users to track and filter leads into sales pipelines, identify bottlenecks in the sales process and centralize all sales operations. The tool helps in communication between sales teams by integrating Gmail inboxes into the CRM system and attaching all relevant emails to their respective leads. Users can also add meetings, emails and calls to a lead, and delegate sales operations to other team members.

ClinchPad offers dashboard and reporting capabilities to track daily updates, search the sales funnel, and analyze sales operations. Finally, ClinchPad generates sales activity reports that provide metrics and insights on sales transactions based on geographic areas, products, date range and other parameters.