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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 OnContact CRM
OnContact CRM is a cloud-based CRM software that can be implemented on-premise. OnContact CRM offers complete sales automation, marketing automation, customer service and contact center functionality, OnContact CRM offers a user-friendly interface on browsers and mobile devices.
Benefits of using OnContact CRM
OnContact CRM offers statistical analysis, global search functionality, interactive reports and dashboards, customization tools and integration with Outlook and Gmail.
Why should I use OnContact CRM
OnContact CRM allows users to adapt their screen formats and modify toolbars, buttons, and fields to adapt them to their workflows.
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