Streamline your data management process with the tractFile + Klaviyo 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.

Klaviyo is an email marketing platform specifically designed for e-commerce marketers who want to increase their sales by targeting, customizing and measuring their email marketing and Facebook campaigns.

A key benefit that Klaviyo offers is the ability to access essential data from your audience directly from your e-commerce website and other marketing tools that you can use to manage your business. In this way, you will be able to identify your best customers and customize your marketing campaigns to increase conversions and sales. Keeping to the Benefit theme, the simplified audience segmentation offered by Klaviyo will help you target potential customers with the most suitable marketing message for them.

A valid reason to use this tool is that Klaviyo makes it easier for marketing experts to use existing segments for targeting Facebook advertising campaigns. Moreover, Klaviyo offers a system of integration with other very simple software; in fact, Klaviyo can be easily integrated with Magento, Shopify, ZOHO, and Zendesk.