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

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

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

Apptivo CRM is a cloud-based application suite designed to help small businesses manage a range of functions, including finance, human resources, and supply chain management.

The Aptivo CRM application offers companies lead management, a pipeline of opportunities with intuitive dashboards and versatile tools for workflow management, including marketing automation. Everything is fully accessible from your Android or iOS device and integrated with Office365 and G Suite.

The marketing applications offered by Aptivo include campaign management, lead segmentation, and loyalty management. Businesses can select the applications they need and omit the apps they don't need.


What you can do with tractFile and Apptivo CRM

Create new Apptivo CRM leads with tractFile

Update Apptivo CRM leads with tractFile


Other popular Apptivo CRM integrations offered by LeadsBridge

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