Streamline your data management process with the tractFile + Retention Science 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.

Retention Science Inc. operates an automated SaaS marketing platform that allows users to profile and predict customer behavior and send the right message at the right time.

It focuses on retention marketing. The company enables clients to profile and predict customer behavior by analyzing behavioral, transactional, and demographic data; and keep their customers engaged and purchasing by delivering relevant and timely messaging.

Retention Science also enables clients to build customer advocacy by understanding and delivering what their customers want; send targeted multi-channel marketing campaigns via email, onsite displays, mobiles, points of purchase, call centers, and other channels to relevant, engaging, and convertible customers; and deliver targeted incentives relevant to customers based on their behavior, loyalty, and likelihood to purchase.