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

Streamline your data management process with the tractFile + Act! Essentials integration

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

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! Essentials

Designed for small businesses and entrepreneurs, Act! Essentials give you organized access to key customer details and powerful email marketing, facilitating the growth of your business. Furthermore, Act! Essentials is easy to learn and use, so you can start right away.

With Act! Essential you can easily create eye-catching emails using templates that you can customize with your own message, logo and images, with a great choice of templates, you’re sure to find one that fits your business need. Moreover, you can customize your template with the intuitive template editor.

Use Groups to intelligently segment your contacts and deliver engaging, relevant messages, to the right people. Real-time campaign reporting lets you see who has opened and read your emails - and how often - so you can see who's really interested and follow-up with your next move.


What you can do with tractFile and Act! Essentials

Create new Act! Essentials leads with tractFile

Update Act! Essentials leads with tractFile


Other popular Act! Essentials integrations offered by LeadsBridge

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