Streamline your data management process with the tractFile + Mindbody 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.

Mindbody is business management software targeting Health and Wellness companies to help them effectively manage their marketing and business operations. It helps in automating business tasks, including payment collection, confirmations, rescheduling, and payroll processing. Software’s easy-to-use and effective marketing tools allow organizations to stay in touch with their customers and integrate promotions at the point of sale. The marketing tools allow creating custom gift cards and starting promotions and loyalty programs. Clients can conveniently book their next appointment through the website or the Android & iOS app.

Mindbody helps businesses grow by providing them with the necessary tools to effectively manage their resources and automate their business tasks. Clients get to book their appointments as per their convenience using a device of their choice, while their visit history and payment details are stored in a single and easy-to-manage profile. You can link the schedule directly to the website as well as a Facebook page. Different filters like by name, by service, by staff member etc. make sorting the entire schedule easier.

Mindbody can take the customer experience to another level and make it easier for users to manage their appointments right from their phones, but this is no all because with Mindbody you can also managing staff resources more accessible, thanks to organizational features that help organize the team’s work, and schedule employee’s work in a single, easy to manage the place. Payroll can also be processed quickly and without any hassle. A huge plus, Mindbody offers Android and iOS apps.