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

Streamline your data management process with the tractFile + Automational integration

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

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 Automational

Automational is an all-in-one marketing solution specifically designed for small businesses. The system offers marketing automation, email marketing, Web visitor tracking, tracking of opportunities and score of potential customers, and more.

The email marketing application contains a drag and drop editor who allows users to monitor the performance of email campaigns with embedded email statistics. With the Automation Builder tool, users can choose from predefined templates and create "drip marketing" campaigns or consolidate sales campaigns, customer loyalty and retention campaigns, and more.

Automational offers a social discovery application that can identify the social identity of a contact using only an email address. With the Web Intelligence feature, a user can monitor when a person visits a site and can determine from which organization he is browsing. The software integrates with Gmail, Outlook and Office 365 and offers mobile apps so that they can be accessed from mobile devices.


What you can do with tractFile and Automational

Create new Automational leads with tractFile

Update Automational leads with tractFile


Other popular Automational integrations offered by LeadsBridge

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