Streamline your data management process with the tractFile + The Brokers Academy 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.

The Brokers Academy is a professional platform designed to help people learn the secrets of trading, made by successful traders who provide courses, master classes and advices.

The Brokers Academy gives the chance to many people from different countries to become a better trader, by learning not only the tools and the ability to trade, but also the psychology behind a successful trading business.

The Brokers Academy also focuses on giving you the right financial knowledge you need to know, in order to avoid the most common mistakes traders make when they start.