Streamline your data management process with the tractFile + Salesmachine 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.

Salesmachine is a real-time scoring platform that follows the health of customers in real-time and generates automatic tasks, emails & notifications to increase conversion rate and reduce churn.

Salesmachine helps businesses to retain and grow their customers. It brings all your customer data together in one place, helping you understand customer health, lifecycle stages and deploy customer success strategies to reduce churn and increase upsell.

Moreover, with Salesmachine you'll be able to consolidate product usage, emails, support, and payment data in one customer profile.