Streamline your data management process with the tractFile + Slate 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.

Slate simplifies access and instant review of communications, test scores, and other student information. Slate is intuitively designed to support the workflow of reading and processing applications, in the office, at home, and on the go. Slate Reader integrates with all aspects of student documentation and is completely web-based, without requiring plug-ins.

The e-mail features and mass text messages offered by Slate simplify communication, which will be directed to the interests of the students and will allow them to be moved along the recruitment and candidacy process.

From student records to questions to reports, all data within Slate is immediately available and always up to date. Comprehensive reporting tools and integrated predictive modeling ensure that you have the power to make the best possible record management decisions.