Streamline your data management process with the tractFile + NeonCRM 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.

NeonCRM is a donation management software for non-profit organizations with CRM functionality. NeonCRM offers three price options, mainly based on the size of the buying companies and their needs. NeonCRM can be used both for managing members and for raising funds.

NeonCRM offers you the possibility to customize the modules of your website. You can opt for simple modules that are offered for free with any price package or for custom packages that make the purpose of your organization stand out.

In addition, NeonCRM helps you keep track of your finances by developing an integration feature with QuickBooks giving you even more simplified financial management.