Streamline your data management process with the tractFile + Welcome SMS 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.

This new integration will allow you to automatically send a text message (or welcome SMS) for each new lead that will be recorded at an event.

For example, you can send a text message for each person who will participate in a webinar or for all those who compile a Facebook Lead Ads.

But that's not all, with Welcome SMS you can also send a text message to all those who will visit a landing page interacting with it.