Streamline your data management process with the tractFile + Pega CRM 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.

Pega CRM is a CRM software from Pegasystems that integrates sales, marketing, and customer support functions in a single solution. Pega CRM also offers end-to-end automation and a real-time artificial intelligence capability to guide customer insights.

Pega CRM provides tools to recognize and analyze customer behavior and to suggest the next best action for each customer. Furthermore, Pega CRM can acquire and connect customer conversations on multiple channels to anticipate and stimulate their journey.

Furthermore, Pega CRM is designed for very large companies that need to process high volumes of complex requests from customers. Finally, Pega CRM supports various integrations with Outlook, Gmail and other email service providers.