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What is tractFile
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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is Finaeo
Finaeo is a CRM that connects the insurance industry globally. Finaeo is the main technological partner for insurers, wholesalers, and consultants who wish to improve the customer experience.
Benefits of using Finaeo
Finaeo is a solution for the digital assistants and sales manager for financial consultants. Finaeo's intuitive interface eliminates the steep learning curve and allows financial advisors to immediately take action.
Why should I use Finaeo
Finaeo's cloud-based platform allows advisors to access their database anywhere and has interesting features like voice notes that you can leave for yourself after a client meeting.
Create new Finaeo
leads with tractFile
leads with tractFile
The goal of Amzul Foods was to create awareness around urban population in India. Using LeadsBridge and Facebook, Amzul has achieved 67% decrease in cost per lead, and 48% increase in ROI