Streamline your data management process with the tractFile + GreenRope 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.

GreenRope is a small business CRM that provides a variety of useful tools for marketing automation and email marketing management. It’s an all-in-one solution that comes with a user-friendly interface suited for small and midsized businesses, which combines CRM, CMS, project management, a Marketing automation software, an Email Marketing solution, a platform for Sales management and a suite of productivity tools.

GreenRope offers a complete CRM solution, also including Social CRM features. The platform is designed to organize and automate a series of steps, in order to better manage and speed up the customer engagement process. The CRM includes information about customers and leads, interaction historics (email, social media and any trackable data, including payments), a built IMAP Email integration to sync your inbox with the CRM, and a Sales Pipeline Management System.

GreenRope is strongly focused on Marketing Automation. It offers a Workflow feature which allows their customers to set up sequences and automatic actions, such as sending automatic emails to contacts who have performed a specific action/activities. One of the most interesting feature is the Lead Scoring System, which allows you to identify the hottest leads and the value that leads and customers have for your business.