Streamline your data management process with the tractFile + TeamGram 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.

TeamGram is an integrated cloud-based CRM solution. TeamGram offers better sales management that helps companies manage their workflows and sales cycle.

TeamGram offers CRM capabilities that enable companies to manage interactions with new and existing customers. Users can define offers for potential sales and prepare sales quotes that can be reviewed and converted into orders. The solution allows users to manage and track their inventories in real time and add products when required. The task management function allows users to create and assign tasks to themselves or colleagues, set expiration dates and track progress.

TeamGram also offers a mobile app for Android and iOS devices for remote use. Services are offered on a monthly subscription basis which includes support via email, telephone, and online video tutorials.