Streamline your data management process with the tractFile + Evolve CRM 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.

Evolve CRM has been developed taking into account the small business needs.

This software is web-based, easy to use, beautiful to look at and can help you and your team to manage your customers clients and new business prospects, in order to make grow your new business prospects.

Evolve CRM is fully customizable. From displaying your own company logo in the software to your own defined status list and contact field names, Evolve CRM is designed to suit your needs.