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What is tractFile
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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is Surefire CRM
Top of Mind’s Surefire CRM is a leading online sales and marketing platform for the mortgage industry.
Benefits of using Surefire CRM
Simple to use and implement, Surefire CRM is useful for thousands of mortgage professionals, from individuals to large corporate clients, successfully use Surefire to manage and grow their sales pipeline.
Why should I use Surefire CRM
Surefire CRM helps the growth of its customers by placing them first in their database through the development and automation of customized and individual marketing campaigns for their potential customers, customers in the process of processing and past clients.
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