Streamline your data management process with the tractFile + Teamgate 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.

Teamgate offers a simple and transparent web-based full process Sales CRM system, Teamgate offers the functionality to guide you through the entire sales process from start to finish.

With Teamgate you can connect, organize, research, and analyze your leads from inside a super smart, fully integrated system, closing deals faster, in a more advanced user-friendly manner.

Moreover, Teamgate system provides a complete means of interaction with your customers both current and future helping you to manage every aspect of your connections, sales, and evaluation processes along the way.