Streamline your data management process with the tractFile + SmartReach.io 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.

SmartReach.io is an email automation software designed to allow users to automatically schedule and send personalized email and follow-up from their inbox and increase response rates.

The tool is designed to increase the sales team bandwidth so that they can focus on potential customers who have responded. This increased revenue and reduces costs.

SmartReach.io offers you the possibility to send and receive e-mails from different e-mail providers and the integration of unlimited e-mail accounts. With SmartReach.io you have the ability to create unlimited campaigns and to store an unlimited number of potential customers. You'll also have the option to create any number of custom merge tags that in turn provide maximum customization and reporting on antispam tests to identify and resolve delivery issues.