Streamline your data management process with the tractFile + ConvergeHub 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.

ConvergeHub is a cloud-based CRM designed to provide users with a complete customer management solution. With ConvergeHub, small and midsize businesses will be able to increase sales, improve ROI, strengthen customer relationships, achieve customer satisfaction and strengthen team productivity. Finally, ConvergeHub allows companies to take control of their sales, marketing, customer service, and collaboration activities from a single point of origin.

ConvergeHub is similar to a global software platform that can be used by companies at every stage of customer engagement. Having a platform to manage all business functions for customers allows small businesses to save resources, control costs and even have the same tools at their disposal to function as a business. ConvergeHub also offers multi-channel marketing capabilities in its fully functional and web-based customer management application. Helping companies to capitalize on various means of transmission and build closer connections across different touchpoints.

Small and medium businesses that often fail to run large marketing campaigns due to limited financial capacity use ConvergeHub to solve this problem. ConvergeHub allows them to implement a customer-oriented marketing strategy across multiple channels by tracking the data of all customers to review the analysis and build a better marketing plan.