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

Streamline your data management process with the tractFile + CDK integration

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

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 CDK

CDK Global is an Automotive Customer Relationship Management designed to make the sales process as easier as possible, in order to save time and make more sales. CDK CRM helps car dealers give customers a faster, more convenient experience.

Thanks to the advanced tracking system within the CRM, you’ll have a better control on the entire sales process, which gives you all the data you need to understand how to make the right decisions for your business. CDK Global allows you to: Build a long-lasting relationship with your clients Having a contacts’ database is crucial for your car dealership business.

CDK Global helps you manage your leads and clients through just one platform. Segmentate your leads CDK Crm lets you segmentate your leads and clients in order to understand which stage of the sales process they are at. Follow up the sales process Buying a car is not a one-day decision. You may need some time, and CDK Global allows you to follow up your prospects by email, telephone number, and more. Track and optimize your sales Track is the key to grow. CDK CRM allows you to track results thanks to its built-in software, which is specifically designed around car dealers’ needs.


What you can do with tractFile and CDK

Create new CDK leads with tractFile

Update CDK leads with tractFile


Other popular CDK integrations offered by LeadsBridge


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