Streamline your data management process with the tractFile + Webhook 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.

Webhook is an HTTP callback, that allows you to connect a platform with other applications that you use, tracking the events that occur within your account through other tools.

Webhooks can be used to send and receive data, which makes this method flexible for multiple uses.

Webhooks are used to keep your CRM up to date when someone unsubscribes to your lists.