Streamline your data management process with the tractFile + Lucrativ 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.

Lucrativ is a multi-channel software designed for accelerating sales and managing customer relationships, useful for companies of all sizes, Lucrative is able to help them with the management of storage, upselling, prospecting and calling processes.

Lucrativ offers products including custom modules, email integration, insights, a power dialer, pipeline management, and mobile CRM. The main features of Lucrativ include forecasts, reports, dashboards, real-time data, message history and much more.

Lucrativ also offers a ranking that allows users to access the progress of team members in real-time and Lucrativ provides widgets that allow users to monitor team performance using reports and metrics.