Streamline your data management process with the tractFile + UPilot 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.

UPilot offers the main features of advanced CRM solutions in an extremely simple way. In addition, UPilot focuses on providing businesses and startups with customer relationship management solutions.

UPilot offers an interface that allows its customers to organize, manage and forecast their sales and revenue. It also provides real-time data and information about their sales process to create analyses and reports.

The interface also allows companies to manage their sellers and their businesses. UPilot offers features that allow companies to synchronize and manage their emails through their interface. It also offers businesses a feature that captures their customers' information via their email address.