Streamline your data management process with the tractFile + InTouch Follow-up 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.

InTouch Follow-Up is a web-based Communication Management system specifically built for health clubs, which guarantees every lead and member receives the minimum of 7-11 points of contact and follow-up.

Unlike paper-based and club management systems that rely too much on people to communicate and schedule follow-up activities, Follow-Up increases staff efficiency and takes out human error by automatically sending out branded emails, text messages and scheduling staff follow-up calls and activities.

Follow-Up also provides clubs ways to generate more leads via inbound Text SMS, Facebook and the member referral module.