Streamline your data management process with the tractFile + Salesflare 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.

Salesflare is a Customer Relationship Management platform specifically created for salesmen. Most CRMs require users to enter customer information into their system, which can be a very redundant and painstaking process that decrease the conversion rates of your funnel. Salesflare ditches that part and focuses on what salespeople do best: selling.

Salesflare doesn’t require leads and customers to input their data, such as emails, phone numbers, and address books, into the software. The platform in fact is built on top of salespeople’s existing data pools, which makes it easy to organize and manage the information you need to make a sale. The software automates the whole gathering and storing of customer information, reducing time spent on data entry up to 70%.

Salesflare gives your salespeople a huge boost in terms of productivity and effectiveness, helping them focusing on sales-related tasks instead of spending a significant amount of time on data entry. Thanks to the opportunity prioritizing feature, you and your sales team are always aware about that’s most important. With Salesflare, your time is spent on managing your customers, and not customer data.