Streamline your data management process with the tractFile + SendGrid 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.

SendGrid is a cloud-based SMTP provider that allows you to send email without having to maintain email servers. This tool manages all of the technical details, from scaling the infrastructure to ISP outreach and reputation monitoring to whitelist services and real time analytics. The goal of this software is to make it as easy as possible to add reliable, scalable email to your application so that you can focus on building the core features of your product.

SendGrid is for anyone that needs to send email, whether it’s transactional email or marketing emails and campaigns. We all send billions of emails each month, so thanks to this tool you can handle your email regardless of volume. With SendGrid it’s possible to warm up an IP - which is a process of gradually increasing sending volume over a period of time to establish a reputation as a legitimate sender from the perspective of ISPs (Internet Service Providers). This process is performed when you have a dedicated IP that needs to develop a good reputation to ensure email deliverability.

SendGrid has Two Factor Authentication that customers can add a layer of defense, in case their passwords get compromised. When enabled, 2-Factor Authentication prompts users for their usual username and password, as well as a one-time authentication code sent to their mobile device. Two Factor Authentication makes it harder for people who shouldn’t have access to your account to gain access to your account information.