Streamline your data management process with the tractFile + RevampCRM 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.

RevampCRM is a marketing CRM for small businesses that helps automate reporting and streamline workflow.

With RevampCRM you can segment leads dynamically, define continuous automation workflows, and conduct email campaigns. Moreover, you can also automate a wide range of activities including reminders, emails, follow-ups, lead scores, business creation and much more.

RevampCRM offers a user-friendly dashboard that gives you a quick overview of all the important activities on your calendar such as, for example, the ability to reach your integration list and view important notifications. The RevampCRM dashboard is a feature that will help you to stay organized as it allows you to view a list of your upcoming activities with due dates to help you focus on your day-to-day activities and meet deadlines.