Streamline your data management process with the tractFile + FTP/SFTP 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.

FTP/SFTP are two different protocols used to transfer data over the internet. FTP, in fact, stands for File Transfer Protocol, and companies all over the world use it to share files with internet users.

These files can be downloaded from an FTP server by people who connects to internet through and FTP client. SFTP - Secure File Transfer Protocol, ensures that the files and data are transferred through a safe stream.

Today, the FTP protocol is considered very unsafe and risky, because data like usernames and passwords are not encrypted during the transfer. However, File transfer protocol without encryption is still the most widely used on internet.