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

Streamline your data management process with the tractFile + AgileCRM integration

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

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 AgileCRM

Agile CRM is an all-in-one platform for managing customer relations. The next-generation cloud-based service is designed to provide a simple and mobile-ready use to get the most out of this tool.

Sales management Agile CRM’s features allow you to automatically create the right tasks for your team with the aim to close more sales, effortlessly. For example, by simply scheduling an appointment using the online calendar, sales team can automate the email follow up, tracking the leads’ activity and the whole customer’s journey. Marketing Agile CRM allows you to build automated campaigns to capture leads and drive them into your funnel. In fact, Agile CRM provides you popups, optin forms, email newsletters and much more.

The software is designed to provide you the most advanced segmentation tools for your lists. Depending on how your leads respond to your emails, you can assign them scores and custom tags, track email opens and link clicks. Helpdesk Agile CRM provides also a “helpdesk tool”, which enable business to provide a great and personalized customer service to their clients, in order to increase loyalty and understand their needs. Integrations Agile CRM integrates with the main third party providers, apps, social networks and softwares.


What you can do with tractFile and AgileCRM

Create new AgileCRM contacts in tags with tractFile

Update AgileCRM contacts in tags with tractFile


Other popular AgileCRM integrations offered by LeadsBridge

No integration available but…
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