Streamline your data management process with the tractFile + EverWebinar 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.

EverWebinar is a webinar solution that allows you to promote and run automated webinars, in order to engage your audience and increase conversions with minimal effort. With EverWebinar you can create webinar pages using beautifully designed, pre-made templates. Thanks to its drag-and-drop solution, you can take advantage of a high-level of personalization for your webinars without writing a single line of code.

When people subscribe for your webinars, you can record the events and run them in an evergreen mode. Then, you can promote events that start within a few minutes after your registrants opt-in, and generate leads with this technique. Moreover, you can block night-time webinars and define specific calendar. By doing so, you’ll be able to avoid dates that don’t suite to your plans (Sunday, holidays, and so on).

EverWebinar uses a time zone auto-detection. Thanks to this feature, you don’t need to ask your registrants to fill useful fields when they opt-in (which can reduce significantly your opt-in rates). Just set up the auto-detection time-zone and automatically give access to your attendees at the right time. EverWebinar increases the engagement with your leads thanks to its live chat simulator. Simply write or import your chat history, and when people register to the webinar, the system will display the chat as live.