Streamline your data management process with the tractFile + CleverTap 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.

CleverTap is a customer lifecycle management platform and engagement platform to drive long-term conservation and growth. CleverTap operates from San Francisco, New York, London, Singapore, Mumbai, and Bengaluru.

CleverTap is a powerful mobile marketing solution that brings together user data from online and offline channels on a centralized platform. Every day, thousands of brands use the CleverTap machine learning models to create strategies for engaging differentiated customers that help marketers drive omnichannel growth.

Because, thanks to CleverTap you will be able to build up valuable customer relationships using interactive, real-time insights that help create incredible customer experiences.