Streamline your data management process with the tractFile + Selligent 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.

Selligent is a flexible, scalable, and secure B2C marketing automation platform used by various industries, which include: retail media, entertainment, publishing, travel, hospitality and financial services.

With Selligent, universal customer profiles can be generated using data from cross-channel communications and website activities, allowing users to analyze and target their customers better. The marketing automation platform enables the delivery of messages and serving of web content that can be personalized based on the contextual information, actions, and behaviors of customers.

Selligent permits the creation, testing, launching, and optimization of campaigns from one platform. It is also equipped with comprehensive reporting and analytics so users can understand how their customers are engaging with their brand. Last but not the least, the platform can be seamlessly integrated with third-party systems and partners because of its open architecture.