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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 Sales Creatio - formerly bpm online
Sales Creatio - formerly bpm’ online, is a unified cloud-based CRM software and intelligent BPM platform for the automation of marketing, sales, and services. This tool is designed to meet the needs of medium and large companies, allowing them to manage the customer lifecycle, from lead to sales and customer service, without interruption.
Benefits of using Sales Creatio - formerly bpm online
Sales Creatio - formerly bpm’ online offers users the ability to view marketing, sales, and service activities through a single CRM platform. Sales Creatio - formerly bpm’ online provides three integrated products, which can be used separately or in a single CRM package: Marketing Creatio, Sales Creatio, and Service Creatio.
Why should I use Sales Creatio - formerly bpm online
Sales Creatio - formerly bpm’ online can be deployed on-demand as a cloud-based or on-site solution, where data is hosted internally on the company's servers. In both cases, users can access the platform using a web browser or mobile app. The system is compatible with both Windows and iOS.
Create new Sales Creatio - formerly bpm online
leads with tractFile
Update Sales Creatio - formerly bpm online
leads with tractFile
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