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

Generate more leads with the tractFile + AgilOne integration

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

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 AgilOne

AgilOne is a cloud-based marketing platform that helps retailers to increase customer loyalty and profitability.

The AgilOne platform combines advanced database management, predictive customer analysis, and integrated campaign management. This combined functionality allows marketers to understand each customer and send the most effective marketing messages.

AgilOne creates more enjoyable experiences for customers and more revenue by offering more accurate customer profiles and better predictive targeting. The platform optimizes customer engagement, increases repeated purchases and creates more profitable relationships by increasing the customer's lifetime value through channels.


What you can do with tractFile and AgilOne

Create new AgilOne leads with tractFile

Update AgilOne leads with tractFile


Other popular AgilOne integrations offered by LeadsBridge

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