Streamline your data management process with the tractFile + Sellsy 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.

Sellsy is a cloud-based sales management solution for small and medium-sized businesses. Features include time monitoring, sales automation, and a help desk.

The CRM module creates a pipeline view that allows users to view the status of business opportunities. Visual indicators and drag-and-drop functionality help users track and organize opportunities. A task manager allows users to assign tasks to themselves or other staff and email reminders are sent automatically.

Point of sale functionality integrates with other Sellsy modules such as e-commerce, retail, and internal sales. Shared programs, discussion forums, file management, and live chat help users communicate. Sellsy integrates with various applications such as Google Apps, Dropbox, MailChimp, and others.