Streamline your data management process with the tractFile + Five9 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.

Five9 is used by call centers all over the world to manage inbound, outbound, blended or multi-channel contact centers.

Five9 offers IVRs with speech recognition, multi channel ACD, predictive dialers and customer relationship management (CRM) integrations, and offers integrated workforce optimization and integrated call recording, agent scripting and quality monitoring components.

Most call centers can be installed in a few days, since agents only need computers and headsets with Internet technology to get started. In addition, Five9 is able to adapt to new business needs (seasonal requests, remote agents, peak call times, etc.) and adapts to your business as it grows.