Streamline your data management process with the Crowdcast + tractFile integration

Crowdcast is a live video platform designed to collect with your audience through webinars, interviews, summits and more. Most webinar platforms don’t have a separate question section; you have to root through comments to see specific questions that attendees have asked throughout the live stream. Not only does Crowdcast have a separate question section, but it allows attendees to ask questions ahead of time, vote on questions, and see each question on the screen as it’s being answered.

With Crowdcast you can easily create Polls to interact with your audience and turn the webinar into a 2-way conversation. They gauge the interest of your audience on certain topics and require less of people than leaving questions and comments. You can set up polls ahead of time so attendees can begin answering the questions after they register, or you can create a poll while your webinar is live and ask attendees to weigh in with their feedback. Crowdcast also makes it easy for attendees to leave feedback and interact with each other in the Comment section on the right side of the window. And, because it’s separate from the Questions & Topics section, you can minimize the comment section as you’re hosting to cut back on distractions.

Crowdcast not only allows you to include a button for your call-to-action, but it places the button front and center on the screen. By placing the call-to-action in a prominent place, you’re able to call attention to it and easily point your audience to a sales page or link to another helpful resource. Whether you’re offering a new product or you’re sharing helpful information, you often want to include a call-to-action somewhere in your webinar window and direct your viewers to another page.

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.