Streamline your data management process with the tractFile + Exponea 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.

Exponea is a marketing cloud, an all-in-one platform that helps businesses acquire, covert and retain their customers thanks to a multichannel marketing approach, leveraging marketing automation. Thanks to Exponea, you can improve your sales process and empower the efficiency of your marketing to increase conversion rates at each step of your funnel. Thanks to Exponea, have the ability to expand your reach by managing your marketing via email, social media and much more.

Email marketing management allows you to follow up your potential clients and customers, in order to engage them with the most relevant content and offers for them. In fact, Exponea uses marketing automation to segmentate your lists and identifying the different buyer personas you have within your contacts.

Many functionalities of Exponea are enhanced by the Artificial Intelligence, which allows you to address your audience through the right channel, with the specific messages they need for buying. In every moment, Exponea gives you access to advanced tracking and analytics tools, which enables you to take the most out of your marketing efforts.