Streamline your data management process with the tractFile + Junxure 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.

Junxure is a CRM platform for financial advisors that allows companies to simplify workflow, simplify technology and provide customers with the best service in their category.

Junxure harnesses the power of meaningful data imposes deeper relationships with customers and scale by using intelligent automation. The main features offered by Junxure include centralized customer information, workflow automation, reporting tools for the company and its customers.

Junxure offers the possibility to follow highly personalized introductory learning programs. The Junxure data migration department provides onboarding specialists that help provide a smooth transition to Junxure.