Streamline your data management process with the tractFile + Maximizer CRM 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.

Maximizer CRM is a customer relationship management software suitable for businesses of all sizes, which includes sales management tools, a customer service system and marketing automation features. Two different versions of Maximizer CRM are available: an online one, stored in the cloud and accessible through a desktop browser, and an “on-premise” version, installed on your own server.

Maximizer CRM was one of the first modern CRM software. It was launched more than 25 years ago, and it’s now used from both small businesses and large enterprises. It provides an all-in-one solution to manage all the business activities, including lead management, email marketing campaigns and sales.

As many others CRM softwares, Maximizer CRM offers list management and segmentation capabilities, in order to better manage leads, opportunities and customers. Then you can filter and search for specific contacts. Together with the integrated Email Marketing system, you can send the right message to the right audience. Maximizer CRM also provides an advanced tracking feature, collaboration tools and a robust analytics system, which is able to generate detailed insights (real-time consulting is available), reports and forecasts. Thanks to a suite of tools for lead generation, you can easily get data and information you need, in order to optimize your activities and capture qualified leads.