Streamline your data management process with the tractFile + Gist (formerly ConvertFox) 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.

Gist (formerly ConvertFox) provides Chat, Autoresponder, and Marketing automation in a single tool and lets them connect to each other.

The true power of such tools can only be realized once they open the tool for integrations and have web-hooks available.

Gist (formerly ConvertFox) also includes co-browsing and cross-domain tracking. Co-browsing means that you can view the exact activity of visitor on your site and interact with the visitor on their web browser. Cross-domain tracking will immensely help those who have sales pages on different websites but conversion happens on a main (single) website.