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

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

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

Advent CRM is the management solution provided by Advent - leading automotive software provided. Advent CRM is designed to help dealers to better manage, capture, convert and retain their customers.

Lead Capture The lead can be acquired in many ways, including driver’s license scans, internet lead sources or manual data entry. Automated campaigns Advent CRM allows you to run sales and services campaigns to your leads, which can be set up manually or automatically.

Internet leads Advent CRM allows you to manage your internet leads by tracking and monitoring their activities and response. Planning and reporting Advent CRM lets you control and manage your team’s activities, by creating new tasks for your sale’s team and tracking your goals. Moreover, the reporting tool lets you manage all customer’s activity in real time, from the first call to the sale.


What you can do with tractFile and Advent CRM

Create new Advent CRM leads with tractFile

Update Advent CRM leads with tractFile


Other popular Advent CRM integrations offered by LeadsBridge

No integration available but…
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