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Generate more leads with the tractFile + 1CRM integration
tractFile / 1CRM
Integrations

Streamline your data management process with the tractFile + 1CRM integration

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Does tractFile integrate with 1CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting tractFile and 1CRM

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.

Quick summary of 1CRM

1CRM is a cloud-based CRM solution that provides business capabilities for sales management, customer support, and business operations. 1CRM combines a CRM system with order management capabilities to develop quotes, track orders, generate invoices and manage projects, resources, customer cases, and human resources.

1CRM allows users to monitor sales pipelines and record a detailed history of interactions on leads, contacts, and accounts and keep account stakeholders up-to-date and informed about potential problems.

1CRM offers sales force automation, opportunity tracking, sales forecasting, calendar management, graphical dashboards, reporting, and email integration. It integrates with third-party applications such as Google and Outlook apps.


What you can do with tractFile and 1CRM

Create new 1CRM leads with tractFile

Update 1CRM leads with tractFile


Other popular 1CRM integrations offered by LeadsBridge

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