Streamline your data management process with the tractFile + FollowUpBoss 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.

Follow up Boss is a Real Estate CRM that allows you to organize your tasks and manage your leads and customers effortlessly. By connecting your lead provider to your Follow Up Boss account, you can start immediately to optimize your marketing and sales process in order to set more appointments and close more deals.

Connect with your leads Follow Up Boss lets you connect with your leads through a unique platform. Once they’re in, you can easily manage your entire sales process. For example, you can define some rules that instantly let the system assign a lead to one of your agents. Automatic follow up When you have a lead generation system, you can instantly (and automatically) respond to your leads when they subscribe to your list. This is important, because the immediate response to your leads will increase your sales.

Moreover, you can set up a notifier that alert your agents when a new lead requires their attention. Tracking tools With Follow Up Boss you can track the entire sales process and set up reminders for your team members. Integrations Follow Up Boss integrates with more than 200 lead sources, allowing you to empower you lead generation activity and, consequently, your business.