Streamline your data management process with the tractFile + SatuitCRM 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.

SatuitCRM is a powerful but easy to use CRM software that provides a front office CRM solution that can be provided as a hosted application or as a more traditional local application.

The SatuitCRM software is also ideal as a sales management and customer relationship software and was built specifically to track complex relationships, including third parties and consultants. Thanks to SatuitCRM, the sales team can monitor new offer requests, the flow of funds and additions to existing accounts.

In addition, with SatuitCRM, companies can manage the growing challenges associated with regulation and industry compliance. The services offered by SatuitCRM include software licenses, configuration, support, training, and integration with other essential sector software.