Streamline your data management process with the tractFile + DealerSocket 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.

Dealer Socket is an automotive software solution that allows car dealers and automotive business teams to manage sales opportunities better. The tools offered by Dealer Socket provide sales and marketing team members to use the most advanced communication tools to build the most efficient campaigns through all your marketing channels.

Thanks to DealerSocket's CRM and product suite, car dealers can automate their entire sales process. The CRM enables you to manage the whole lifecycle of your customers, from lead generation to retention. Dealer Socket’s CRM is specifically designed to automate follow up with leads and customers, tracking their interaction with your brand and analyzing your results.

Thanks to CRM’s tracking tools, your marketing can be analyzed and grow in terms of efficiency and ROI. However, Dealer Socket’s CRM uses the smartest technology to manage all phone, web, and walk-in traffic, establishing long-lasting relationships with your clients through the most suitable device.