Streamline your data management process with the Zendesk + tractFile integration

Zendesk is a customer support service for businesses and companies that allows you to offer a first-class customer support to your clients and prospect. Zendesk’s software is designed to optimize your customer relationship by empowering the collaboration within team members. Zendesk helps your company be more flexible and increases the trust of your customers.

Thanks to Zendesk, you can also collect a huge quantity of data that allows you to turn a short chat with a prospective client into a long-lasting relationship. Zendesk allows you to offer a customer service that stands out of the crowd, because its software is designed to help your team members be more efficient and fast.

Moreover, ZenDesk provides you insights and data about the most relevant metrics of your business, like the level of engagement with your customers and much more. ZenDesk is a helpful software for growing your business at scale. In fact, you can connect the platform with your favorite business tools and partners and take the most of of your customers support efforts.

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.