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

Generate more leads with the Olark + tractFile integration

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Quick summary of Olark

Olark is an easy-to-use live chat software, very helpful to engage and support your customers and website visitors. It is one of the most common platforms for real-time chats, adopted by several businesses that want to increase sales, provide a better support experience and manage long-term relationships with their customers. Its intuitive and fresh design, together with a quite easy setup process, make Olark a platform suitable for small businesses too.

Olark allows you to easily connect with your customers, also getting useful information such as location, device used, number of visited pages on your website, most recently visited pages and so on. In this way, you can better identify your customers, provide them the best answers to their questions and turn leads/opportunities into deals.

Olark’s main goal is helping you to close more deals and improve your sales. For this purpose, Olark also provides a complete reporting system, that comes with a lot of analytics and insights, useful to monitor all the activities and optimize performances. The real-time monitoring system, allows you to your agent’s ratings, so you can better plan staffing decisions. One of the Olark’s mainstays is its integration list, which includes a lot of CRMs, Email Marketing software and Ecommerce platforms, such as HubSpot, Salesforce, Mailchimp, Shopify and BigCommerce.

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 Olark and tractFile

Create new tractFile leads with Olark

Update tractFile leads with Olark


Other popular tractFile integrations offered by LeadsBridge

No integration available but…
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