Streamline your data management process with the tractFile + SuiteCRM 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.

SuiteCRM is an open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies. SuiteCRM is designed to greatly improve business sales by enabling companies to bolster conversions, turn leads into customers, and drive innovation in product development and customer care.

With SuiteCRM, companies are able to maximize every opportunity and contact point with their potential clients and existing customers. As the software is offered as a free and open source platform, users are able to reduce their CRM-related expenses by as much as 80%. You also have total control over deployment. You can choose to have SuiteCRM deployed in your private cloud or directly on your servers behind your firewalls.

SuiteCRM gives businesses an award-winning platform that is free and open source and ranks among the most popular CRM options available out there including Salesforce, Oracle, SAP and Microsoft Dynamics to name a few. Function-wise, SuiteCRM is equipped with the tools and functionalities to serve companies on an enterprise-level.