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What is tractFile
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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is Lead Metadata (real estate)
Lead Metadata is a standard format used in Real Estate market. Nowadays a lot of people search for buying homes online. In order to supply this online demand, lead generation websites were born with the aim to connect potential customers to real estate agents.
Benefits of using Lead Metadata (real estate)
Lead Metadata has been developed to to identify a unique format for leads’ information, prescribing a way to transport prospects’ data (email, telephone number, etc.) from vendors (such as a real-estate search portals), to consumers (including real estate CRMs). The problem is that, when a software can’t load the leads’ information properly, it’s not possible for real estate agents to manage such data.
Why should I use Lead Metadata (real estate)
Thanks to Lead Metadata, the market players can get the leads from the major lead generation websites and automatically extract the information they need, in order to better manage their leads through their CRMs/email marketing softwares.
Create new Lead Metadata (real estate)
leads with tractFile
Update Lead Metadata (real estate)
leads with tractFile
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