Streamline your data management process with the tractFile + Flexie 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.

Flexie CRM's goal is to help its customers successfully build a digital strategy for their company using the Flexie CRM platform.

Flexie CRM was born as a generic solution for small and medium-sized businesses.

In addition, thanks to Flexie CRM you will be able to focus on the offers that add value to your organization through its easy-to-use bid management system. Creating pipelines will never be easier with Flexie CRM.