Streamline your data management process with the tractFile + Optivo 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.

Optivo is a cloud-based email marketing software designed for businesses of any size, that allows you to increase your sales volume and grow your profit by building powerful email and multichannel campaigns. Optivo, in fact, enables you to connect with your audience and engage with your contact’s base, by addressing with personal emails and relevant contents.

Optivo gives you the ability to start a one-on-one dialogue with your lists. Moreover, Optivo is really easy-to-use. You can create emails, campaigns and automations using a simple and quick drag and drop builder. This graphical user interface allows you to always have a one-shot campaign in sight, which makes Optivo so flexible. Consequently, you’ll be able to optimize the sales processes, run a/b tests for improving conversion rates, remove or add new sequences within minutes, and much more. With email marketing, you don’t need to re-invent the wheel.

If you are a business owner and you want to get quick results, Optivo can provide you an entire template kit, full of templates and proven models to improve your communication without effort.