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Generate more leads with the Agendize + tractFile integration
Agendize / tractFile
Integrations

Generate more leads with the Agendize + tractFile integration

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Quick summary of Agendize

Agendize is an appointment and timing management system that offers companies a single interactive platform solution. The solution helps both startups and large companies to scale the product development cycle. It's a one-stop solution and an easy-to-install tool that helps generate leads from traffic.

The software not only schedules complex tasks in a user-friendly interface, but also offers additions to some of the most popular apps to improve overall operations. These operations include tools with deep API integrations to be used tailored or even on an existing platform.

The solution seamlessly combines appointment management and customer engagement, which is a critical requirement for companies requiring a versatile CRM. In addition, Agendize offers users powerful options to create custom reports and execute advanced scheduling commands.

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 Agendize and tractFile

Create new tractFile leads with Agendize

Update tractFile leads with Agendize


Other popular tractFile integrations offered by LeadsBridge

No integration available but…
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