Streamline your data management process with the tractFile + Visual Lease 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.

Visual Lease is a lease management and accounting software for assets, including real estate, equipment and more.

Visual Lease helps companies manage, analyze and report on their leased asset portfolio, including real estate, equipment and more. The cloud-based Visual Lease platform is based on a community of over 300 companies, retailers, hospitals and institutions.

The Visual Lease solution integrates with all major accounting and resource planning systems with critical features such as FASB / IASB accounting forms.