Streamline your data management process with the tractFile + Flexie.io 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 helps you connecting the dots along your entire customer journey, best for companies with big growth plans. Flexie CRM started as a generic solution for small and medium companies, which were challenged with the digital transformation of the economy, and as a result of their previous success in similar projects, they have created Flexie as a platform which would be adaptable in many industries.

Flexie CRM allows you to build workflows may come in handy in certain situations. For example, you may want to share a lead upon submitting the form only if he/she resides in Miami. Or you want to add 10 points to a lead upon opening your marketing email, but only if the lead came from your website. By adding AND and OR conditions, you can build complex workflows that match your requirements.

Moreover Flexie CRM lets you execute actions once an event is completed. For example, you can send a follow-up email once a lead opens a marketing email, or you can automatically add points to the lead when he/she submits a form. You can also have the workflow execute other actions such as sending sms/web and email notifications, adding task, notes, and much more.