Streamline your data management process with the tractFile + RingCentral 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.

RingCentral is a leading platform that provides businesses the ability to communicate through voice and video. RingCentral offers a wide range of solutions to businesses to develop the communication within the teams or through contact centers. By doing so, businesses can literally reinvent the way they communicate to their audience and collaborate and unleash their full potential. RingCentral’s cloud-based, innovative and secure platform has re-designed the way businesses connect employees, customers, teams and managers,

RingCentral has gone far beyond the traditional office phone systems. The platform includes VoIP business phone service or virtual PBX, but also a wide range of tools and features that unify voice, video, team messaging and collaboration, SMS, conferencing and online meetings, contact center, and fax.

RingCentral allows companies to create voice and video conferences, online meetings, phone calls to reach and engage users all around the globe. Your business can leverage communications with enterprise-class voice, fax, text, call handling. RingCentral empowers teams’ performances and productivity, providing team messaging tools and collaboration in just one digital workspace. RingCentral integrates with the most used business applications, such as Microsoft Outlook, Oracle, Zendesk, Google Salesforce and more.