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

Generate more leads with the tractFile + CleverTim integration

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

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 CleverTim

CleverTim is providing a cloud-based contact management system for small businesses to track their customers, plan activities, etc. This allows you to access your data wherever you are, in the office, at home, on the go via mobile. It makes it easy for you to implement a "remote work" or "work from home" policy.

Unlike a simple CRM system, CleverTim is light, fast, intuitive and easy to use. You should use it with minimal effort, and you do not have complex IT systems to maintain and pay. You focus only on your business.

Essentially, CleverTim CRM has been designed keeping in mind the ease of use to face the impervious learning curve of all the small businesses that occupy CRM. The solution is designed as a javascript application of a page that offers the main advantage for users to replicate the responsiveness of a desktop application, while taking advantage of all the benefits of cloud for data storage and collaboration. With instant synchronization, you immediately see the changes that other users are making in the system.


What you can do with tractFile and CleverTim

Create new CleverTim leads with tractFile

Update CleverTim leads with tractFile


Other popular CleverTim integrations offered by LeadsBridge

No integration available but…
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