Streamline your data management process with the tractFile + MailingBoss 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.

MailingBoss is an email marketing service that allows you to engage your contacts’ base and running email marketing campaigns without effort. Email marketing is one of the most powerful ways to build trust on your brand and make more sales.

MailingBoss gives you the ability to use many tools and take the most out of your marketing activity. With MailingBoss, in fact, you can send instant newsletters and drip emails, in order to keep informed your audience about news, events, articles on your blog, and much more. Moreover, thanks to MailingBoss’ autoresponder, you can reach your leads and customers timely when they subscribe to your list, and run your email marketing campaigns on autopilot.

With MailingBoss you can also create automated campaigns that nurture your leads and engage them with the most relevant message. Thanks to the automation rules, you are able to set up triggers, which segmentate your audience in order to show the right offers to your prospective clients and customers, and consequently increase your sales volume.