Streamline your data management process with the tractFile + Sellead (now Ally) 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.

Ally is an administrative and financial management system for agencies and exchange schools that simplifies the sale of courses abroad and other related products by providing operational agents with the tools they need to interact with customers intelligently during all phases of the sale.

Exchange agencies and schools around the world have similar needs, use a CRM to store customer information, a program to track the attendance process, worksheets to keep course values ??up to date and an ERP to keep track of finances.

All of this is expensive, so Ally's technology was designed by experienced industry professionals as a solution to help agents at every stage of the sales process in one place. In addition, Ally offers various packages designed for the needs of companies of all sizes.