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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 ProsperWorks
ProsperWorks is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities, and get a visual overview on your entire customer base. ProsperWorks includes email marketing, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.
Benefits of using ProsperWorks
Thanks to the sync feature with Google Contacts avoid you to update your contacts in ProsperWorks too. Once you’ve updated a contact, ProsperWorks will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.
Why should I use ProsperWorks
ProsperWorks also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, ProsperWorks will automate next steps.
Create new ProsperWorks leads
in lead statuses
with tractFile
Create new ProsperWorks leads
in pipelines
with tractFile
Create new ProsperWorks leads
in customer sources
with tractFile
Create new ProsperWorks leads
in tags
with tractFile
Create new ProsperWorks leads
with tractFile
Create new ProsperWorks people
in lead statuses
with tractFile
Create new ProsperWorks people
in pipelines
with tractFile
Create new ProsperWorks people
in customer sources
with tractFile
Create new ProsperWorks people
in tags
with tractFile
Create new ProsperWorks people
with tractFile
Create new ProsperWorks opportunities
in lead statuses
with tractFile
Create new ProsperWorks opportunities
in pipelines
with tractFile
Create new ProsperWorks opportunities
in customer sources
with tractFile
Create new ProsperWorks opportunities
in tags
with tractFile
Create new ProsperWorks opportunities
with tractFile
Update ProsperWorks leads
in lead statuses
with tractFile
Update ProsperWorks leads
in pipelines
with tractFile
Update ProsperWorks leads
in customer sources
with tractFile
Update ProsperWorks leads
in tags
with tractFile
Update ProsperWorks leads
with tractFile
Update ProsperWorks people
in lead statuses
with tractFile
Update ProsperWorks people
in pipelines
with tractFile
Update ProsperWorks people
in customer sources
with tractFile
Update ProsperWorks people
in tags
with tractFile
Update ProsperWorks people
with tractFile
Update ProsperWorks opportunities
in lead statuses
with tractFile
Update ProsperWorks opportunities
in pipelines
with tractFile
Update ProsperWorks opportunities
in customer sources
with tractFile
Update ProsperWorks opportunities
in tags
with tractFile
Update ProsperWorks opportunities
with tractFile