Streamline your data management process with the tractFile + Nexj Intelligent 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.

NexJ Intelligent is a Financial CRM that uses artificial intelligence to drastically reduce the amount spent by consultants and bankers for non-revenue-generating activities.

With NexJ Intelligent, users have an excellent platform to automate time-consuming administrative tasks and information gathering and customize interactions, offers, and services. Financial advisors can also simplify compliance and due diligence processes and leverage ongoing learning decision models to help them take the right actions at the right time.

NexJ Intelligent allows companies to collaborate with their customers to offer efficient and personalized experiences that meet the needs of customers at every stage of their journey.