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

Generate more leads with the Desk + tractFile integration

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Does Desk integrate with tractFile? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Desk and tractFile

Quick summary of Desk

Desk is a salesforce customer support software designed to help small businesses help and connect with their customers, in order to make them happy and satisfied. Desk is a Salesforce tool that empowers your ability to provide a quick and efficient support to your audience. Thanks to its out-of-the-box support tool, you can easily and successfully manage every case and make better decisions, by bringing all your data in one place and get the insights you need to grow your business.

Desk is designed as a scalable tool, in order to let you focus on what matters for your business. By sharing you knowledge on a self-service site, you’ll help customers help themselves, allowing them to find what they need without effort. Moreover, Desk help you scale your entire business as you grow, thanks to detailed overviews of your customers base. In order to take the most out of your desk account, you can integrate it with your favorite business tool, to improve email marketing, social media marketing and increase your sales volume.

Desk works on mobile, and it allows you and your team members to help customers wherever you are, respond to customer requests, and collaborate together with your team. Its simple and intuitive interface allows agents support customers without technical obstacles. Reporting and analytics tool let you get the answers you need about your supporting performance, customer satisfaction and much more, thanks to advanced and detailed business insights accessible from everywhere.

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 Desk and tractFile

Create new tractFile leads with Desk

Update tractFile leads with Desk


Other popular tractFile integrations offered by LeadsBridge

No integration available but…
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