Streamline your data management process with the tractFile + checkout on Instagram 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.

Checkout on Instagram is an "in-app" payment system, which would allow Instagram to be compared to a real eCommerce site. The checkout function enables users to purchase without ever leaving the Instagram app, creating a simplified and two-touch process to convert Instagram followers directly into loyal customers.

With checkout on Instagram, customers can make a simple tap to view a product from an affordable post and then continue the payment process, all within Instagram. All they have to do is enter their name, email, billing information, and shipping address, only the first time they checkout.

The ability to guide the audience from browsing to buying in a few quick touches has a significant impact on the conversion rate as it creates a unique experience for customers. Furthermore, checkout on Instagram ensures that brands do not have access to valuable customer data (such as emails) since all communications are managed by Instagram rather than by the brand directly, avoiding excessive data dissemination.