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What is tractFile
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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is FunnelMaker
FunnelMaker is a cloud-based CRM software designed for companies of all sizes. FunnelMaker offers a user-friendly dashboard and helps in automatic sales tracking, email monitoring, and opportunity management.
Benefits of using FunnelMaker
FunnelMaker provides a pipeline management feature to help sales professionals track potential customers and capture customer activity data, and with FunnelMaker, users can access call transcriptions using the dashboard.
Why should I use FunnelMaker
FunnelMaker also boasts a predictive analytics feature that helps users evaluate campaign performance by analyzing customer actions, such as the number of open emails, page visits, and purchases.
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