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

Generate more leads with the Dubsado + tractFile integration

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

Quick summary of Dubsado

Dubsado is a client management system for the entrepreneur. Submit contracts, invoices, process automation, project management and more.

Dubsado also offers a CRM service and other customer management tools that offer lead tracking or the ability to send contracts and proposals.

Finally, Dubsado allows the use of lead monitoring, billing, electronic signature and automation at the same time.

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.


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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