Streamline your data management process with the tractFile + ConnectWise 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.

ConnectWise is a business automation platform that allows you to sell, service, and support technology efficiently. This business management tool helps your business and allows you to centralize all information, automate business processes, achieve real-time visibility into operations, providing better support for your customers.

ConnectWise offers a CRM service, a ticketing system, a help desk and tools for project management, billing and procurement, and can offer companies a complete platform for the management and automation of processes for technology companies, including IT services companies, professional services, software developers, security and telecommunications.

Finally, the ConnectWise platform can also be used for ticket management, help desk management, project management, customer relationship management, time tracking, asset tracking, billing and invoicing, technical dispatching, procurement, inventory management, and much more.