Streamline your data management process with the tractFile + Wise Agent 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.

Wise Agent is a very powerful all-in-one real estate CRM platform that combines contact management, lead automation, transaction management, and real estate marketing software.

Wise Agent helps companies with their main automation, sales tracking, and contact management requirements.

Wise Agent has integrated with other leading companies in the real estate technologies sector, offering real estate professionals the opportunity to manage the entire business on a single system. The result is that Wise Agent helps all REALTORS become more efficient, giving them the opportunity to save time and undertake more business.