Streamline your data management process with the Workplace by Facebook + tractFile integration

Workplace by Facebook is a platform for team collaboration that takes the most essential components of the social network, including user profiles, personalized news feeds, groups, searches, events, chats & calls, and packages them as a new cloud-based business software product, optimized and protected for internal business and B2B communications.

Workplace by Facebook offers a secure space for each organization.

It allows team members to communicate within groups, using their personal profile to share info and events. By doing so, businesses can rely on professional communications with less distraction at work.

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.