Streamline your data management process with the tractFile + Nimble 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.

Nimble CRM is a platform for managing customers relationships, strongly focused on Social Media, designed for small and midsize businesses. Populate the contact profiles including all the necessary information may be a lenghty process with a lot of data entry work. Also keeping track of the contacts activities is not easy without a solution that helps you put everything in the right place.

Nimble CRM provides a tool which automatically populate the contact profiles and interaction histories such as email conversations, social media profiles, social media activities and a social listening feature to keep contact profiles updated. In addition, Nimble CRM provides a sales management solution with a suite of tools for managing sales cycle, forecasting, analytics, deals, tasks and communications. Thanks to the Group Messaging feature, you can also manage your Email Marketing activities, send email messages to group of contacts, get tracking and analytics information such as message opens and clicks, to easily identify the hottest prospect.

Nimble CRM also provides a native integration with Google Apps/Office 365 that unify email, calendar and social history, and 100+ Integration Partners, including MailChimp, Hootsuite, Evernote, Salesforce and ActiveCampaign. For a better customer relationships management, Nimble CRM provides desktop notifications, browser extensions (Google Chrome, Safari, Mozilla Firefox) and a mobile app available for iOS and Android devices.