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What is tractFile
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.
Benefits of using tractFile
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.
Why should I use tractFile
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.
What is Workbooks
Workbooks offer an affordable, feature-rich, cloud-based CRM solution that enables mid-market organizations to efficiently capture, convert, and retain customers.
Benefits of using Workbooks
Workbooks help marketing teams to drive campaigns and generate more quality leads, as well as enable the sales team to work more effectively, identify opportunities better, close more businesses and increase revenue. Moreover. Workbooks offer an excellent customer support team.
Why should I use Workbooks
Workbooks integrate the entire organization around data and processes, fostering teamwork and collaboration, offering a 360-degree view of customers and information is accessible anytime, anywhere.
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leads with tractFile
leads with tractFile
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