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

Generate more leads with the tractFile + CapsuleCRM integration

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

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 CapsuleCRM

Capsule is an online CRM that allows you to store and manage all your business contacts leads, customers, vendors and more, in just one place.

Thanks to this tool, businesses can have a complete overview of their business to take the right decisions in terms of marketing and growth. Easy interface Capsule CRM allows you to create and manage lists of contacts very easily. Its user-friendly interface is simple and intuitive. Manage contacts Through Capsule you can add, share and categorize your new business contacts using tags.

Team’s management Capsule CRM allows business owners and managers to create new tasks and share with co-workers. Thanks to this feature, your team’s member will be more productive and focused on their job. Track your sales pipeline One of the most important characteristics of Capsule is the ability to track where each opportunity is at. You can do this by using a segmentation method based on milestones, such as prospect > meeting > proposal > won etc.


What you can do with tractFile and CapsuleCRM

Create new CapsuleCRM people in tags with tractFile

Update CapsuleCRM people in tags with tractFile


Other popular CapsuleCRM integrations offered by LeadsBridge

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