Streamline your data management process with the tractFile + Marketing 360 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.

Marketing 360 is a cloud-based platform that offers CRM software and is suitable for companies of all sizes. A key point of this cloud-based platform is the ability to access Marketing 360 through any device connected to the Internet, including laptops, tablets, and smartphones.

Using Marketing 360 CRM, users will be able to manage both sales leads and customers, all from a centralized location. This feature gives users the ability to view a customer's entire life span, helping them design effective marketing campaigns and accurately calculate the customer's lifetime value.

Also, Marketing 360 offers features that will allow companies to conduct marketing campaigns on social media, search engine optimization is also known as SEO and monitor marketing performance.