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Generate more leads with the tractFile + Act! CRM integration
tractFile / Act! CRM
Integrations

Generate more leads with the tractFile + Act! CRM integration

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

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 Act! CRM

Act! CRM is a Customer Relationships Management software that offers a fully flexible platform, suitable for all business needs. The user-friendly interface makes this CRM a great solution for beginners and individuals too. It is used by freelance, small businesses and sales team that would like to use an all-in-one solution to manage relationships with their contacts and sales activities.

Get a complete overview about your customers’ needs, interests and behaviors can be tough. Act! CRM is strongly focused on customers and contacts management. It organizes all the information about your contacts, in order to avoid loss of data and help you to better know your audience, build stronger relationships and close more deals.

Act! CRM keeps track of all the interactions between sales team and leads, prospects and customers, providing a contact list management system which includes segmentation and different deal stages. The built-in email marketing system allows you to send bulk targeted and tracked messages to your specific audiences. Thanks to its automation capabilities, you can schedule email messages, reminders, events and tasks. Act! CRM can be used online or you can install it on your own server through the “On Premise” version.


What you can do with tractFile and Act! CRM

Create new Act! CRM leads with tractFile

Update Act! CRM leads with tractFile


Other popular Act! CRM integrations offered by LeadsBridge

No integration available but…
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