Streamline your data management process with the tractFile + Fattmerchant 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.

Fattmerchant is a cloud-based payment gateways that provides fixed price and subscription credit card transaction processing. Promising an integrated and unified experience, Fattmerchant's Omni solution allows merchants to accept payments on as many channels as possible.

Fattmerchant securely accepts major credit and debit cards, ACH, and more, regardless of whether or not the card is present, with the support of the mobile app that supports POS transactions from anywhere.

Other solutions that Fattmerchant offers its users include an online virtual terminal for managing payments on all web-enabled devices. Its users can also set up recurring billing schedules with automatic reminders, manage stored customer information, track product inventories, and distribute receipts. Additionally, Fattmerchant offers analytics capabilities that serve dashboard-based data visualizations in multiple locations so that merchants can enjoy holistic business performance visibility.