Streamline your data management process with the tractFile + Vision6 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.

Vision6 is an e-mail and SMS marketing platform for marketing operators and agencies that allows users to automate, execute, and track marketing campaigns.

An incisive benefit of Vision6 is the ability to choose from over 70 responsive and customizable email templates and an integrated image editor for creating personalized email campaigns. Besides, users can configure workflows for automated and customized e-mails and set up e-mail awareness campaigns to help convert leads into paying customers.

Surely, by using Vision6, you will be able to read interactive reports in real-time from each campaign to check all the useful information to monitor which customers have received, opened, clicked, and shared emails.