Streamline your data management process with the tractFile + Insightly Education CRM 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.

Insightly’s education CRM is a cloud-based solution that can be customized for the education industry to facilitate prospective student lead management, enrollment planning, recruiting territory management, alumni engagement and donor outreach. Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others.

With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Insightly extends the benefits of a traditional CRM by wrapping these essential product capabilities in a customer relationship platform that helps you deliver relevant and meaningful interactions at every stage of the customer lifecycle, from the very first email and beyond.

Insightly provides customer relationship management software to small and medium sized businesses worldwide. Businesses of all sizes leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices.