https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo290.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo862.png
Generate more leads with the LiveAgent + tractFile integration
LiveAgent / tractFile
Integrations

Streamline your data management process with the LiveAgent + tractFile integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/290-862.webp

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

Quick summary of LiveAgent

Live Agent is a robust Helpdesk and live chat software, rated as the best helpdesk platform for Small and medium-sized businesses in 2017. It allows you to manage and track all communications with your customers and leads, including emails, which are automatically converted into tickets for better management, phone calls and video calls. So you can easily receive and send emails (including mass emails) from the same place. The real-time chat widget can be easily configured in order to send automatic custom invitations, based on customers’ behaviors or website url (useful for pricing pages).

All the communications between your staff and customers are recorded as “tickets”. A ticket includes emails, live chats, phone calls and other channel communications, including social media. Live Agent in fact, provides a stunning feature which allows you to help and support your customers across Facebook and Twitter. Furthermore, Facebook private messages and tweets are automatically converted into tickets, so you can easily answer them from LiveAgent and have your fans and followers under control. All your replies will be sent as tweets or private messages.

Tickets are accessible from the “Universal Inbox”, a single place where you can find all the communications. Through the “Automated Tickets Distribution” feature, you make sure that each ticket is assigned to the correct agent or department. Live Agent’s reporting system provides detailed insights and data about your agents/departments performances, rating and analytics. Live Agent integrates with several CRMs, CMS, Email Marketing software and Project Management tools.

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 LiveAgent and tractFile

Create new tractFile leads with LiveAgent

Update tractFile leads with LiveAgent


Other popular tractFile integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start automating LiveAgent with LeadsBridge

NOTE LiveAgent is on Waiting List
Please click the button below to get free early access once it will be available.