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

Streamline your data management process with the tractFile + Batchbook integration

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

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 Batchbook

Batchbook is the CRM solution for small and medium-sized businesses that need an easy way to build relationships with their customers. Batchbook CRM allows you to store contact details in one central location, which the entire team can access from any device connected to the Internet. You can create better relationships with your customers by managing activities, segmenting, creating lists and recording important communications, personalized details and more on your contacts.

This software is designed to be simple to use but powerful. With custom fields and advanced search and directory creation capabilities, you can manage the flow of sales, marketing, customer service and other business processes. Batchbook CRM was designed based upon the idea that if you can build better relationships with your customers, you can build a better business.

Finally, this software boasts affordable prices for a small business or organization, powerful and easy-to-learn features, and a dedicated customer service team with technology professionals who help you get the most out of it.


What you can do with tractFile and Batchbook

Create new Batchbook leads with tractFile

Update Batchbook leads with tractFile


Other popular Batchbook integrations offered by LeadsBridge

No integration available but…
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