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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 Mercury Connect CRM
Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.
Benefits of using Mercury Connect CRM
Therefore, Mercury Connect CRM allows you to: store all your client and loan details, tracks and splits commissions payments, performs borrowing capacity and funding position calculations.
Why should I use Mercury Connect CRM
With Mercury Connect you can store all our compliance documents in one place for easy retrieval and send single or bulk SMS and emails.
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