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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 Nintex
Nintex Connectors enable you to boost operational efficiencies, reduce costs, and improve customer service by connecting critical ECM and CRM systems through the cloud.
Benefits of using Nintex
This integration allows quick and easy automation processes between departments and can readily accelerate a variety of processes between customer-facing teams and internal business operations.
Why should I use Nintex
Integration with Salesforce and Microsoft Dynamics enables you to drive business processes seamlessly between SharePoint and CRM systems and even automate the creating, updating, retrieving, and querying of records using drag-and-drop workflow actions.
Create new Nintex
leads with tractFile
leads with tractFile
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