Streamline your data management process with the tractFile + DealTrak 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.

DealTrak is a platform that facilitates finance & insurance transactions in the automotive industry.

DealTrack helps dealers and finance brokers do over 200 finance, insurance, data and other value-added products and service providers, allowing them to offer compliantly and efficiently engine F&I products to car buyers.

This platform acts as a link between multiple systems with a simple, elegant technology interface that can be used for daily F&I administration, management and reporting activities by all parties. DealTrack is designed to meet both dealers and finance brokers in the automotive & leisure sectors, regardless of business size.