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

Generate more leads with the CompanyHub + tractFile integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting CompanyHub and tractFile

Quick summary of CompanyHub

CompanyHub is a customizable CRM platform packed with powerful reporting, email sync, and bulk mail capabilities. Created to fit into any industry, CompanyHub CRM is designed to track anything other than just leads, helping companies with their lead management and sales pipeline processes via a unified and centralized platform.

With CompanyHub, users are able to manage leads more effectively by improving conversion rates with powerful features such as: smart follow-up recommendations, 360-degree contact visibility, synchronization and email synchronization capabilities.

Filters and custom fields simplify the organization of users by offering personalized experiences with features such as: mass submission, scheduling and personalized e-mails. Data viewing and reporting helps users to understand and analyze their data more effectively and improve sales performance to exponential levels.

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 CompanyHub and tractFile

Create new tractFile leads with CompanyHub

Update tractFile leads with CompanyHub


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NOTE tractFile is on Waiting List
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