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Generate more leads with the Action Network + tractFile integration
Action Network / tractFile
Integrations

Generate more leads with the Action Network + tractFile integration

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Quick summary of Action Network

Action Network is an open platform that empowers individuals and groups to organize for progressive causes. Thanks to Action Network, you can promote events and progressive causes.

Action Network allows you to rise money for your for your campaigns, collect RSVPs for events, sell tickets, and much more. Through the platform, it is also possible to ask others to host their own events as part of an event campaign anywhere in the world.

In fact, Action Network help you spread your message through different countries, in multiple languages. Its sibling nonprofit, the Action Network Fund, uses new technology and a networked approach to build powerful campaigns to create shared prosperity and a more just society.

Quick summary of tractFile

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.


What you can do with Action Network and tractFile

Create new tractFile leads with Action Network

Update tractFile leads with Action Network


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