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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 Prophet CRM
Prophet CRM is a Customer Relationships Management system for Outlook, provided by Avidian. Its integration with Outlook is different respect to other CRMs integrations. It’s not a standard integration, because Prophet is literally embedded into Microsoft Outlook. The advantage of this kind of integration, is that Prophet extends the Outlook’s functionalities, turning it into a complete CRM solution, avoiding inconveniences such as duplicated users, extra-costs and continual syncing.
Benefits of using Prophet CRM
Prophet CRM is designed for sales teams and provides tools and features for this purpose, such as customizable dashboard, sales pipeline management, detailed insights, automation and workflows. All the activities are tracked with Prophet CRM, including email messages, calendar events, meetings and tasks. And if you want to send targeted email messages to your subscribers, just create “groups” and send the right message to each one in a bulk way.
Why should I use Prophet CRM
Thanks to its automation features, you can save a lot of time reducing repetitive tasks. In fact you can automate welcome emails, follow ups, generic tasks, alert notifications and satisfaction surveys. The robust reporting system is able to merge data from Outlook and other sources, providing visual reports to easily understand what’s happening in the sales cycle, including performances and forecasts. Prophet integrate with Microsoft Office, Dropbox, Go To Webinar and other CRM solutions such as Microsoft Dynamics, HubSpot, Marketo, Salesforce and Silverpop.
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