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Generate more leads with the tractFile + Close.com integration
tractFile / Close.com
Integrations

Streamline your data management process with the tractFile + Close.com integration

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

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 Close.com

Close.com is a customer relationship management tool trusted by startups and small-medium businesses. Close.com helps you increase the productivity of your business, managing your entire sales communication in one place. This enables you to take control of your business and understand the weaknesses and strengths of your sales process. By giving you an overview of all your sales activities you’ll be able to optimize your time and efforts in order to close more deals.

Close.com organizes automatically emails, calls, voice mails, tasks, and reminders, empowering your sales team with strong and flexible management tools. With Close.com you always stay on top of your pipeline so you know what’s going on with your business and what you should do next. Your inbox is always up-to-date with the prior tasks that need attention.

By completing a task or return a missed call, Close.com will delete these items and refresh the to-do-list. Close.com, in fact, is always synced to Inbox, making sure you don’t miss a single business opportunity. Close.com gives you complete team transparency, and you always know which team members are more productive. Thanks to its simple user interface, everyone can start using Close.com without effort.


What you can do with tractFile and Close.com

Create new Close.com leads in statuses with tractFile

Create new Close.com contacts in statuses with tractFile

Update Close.com leads in statuses with tractFile

Update Close.com contacts in statuses with tractFile


Other popular Close.com integrations offered by LeadsBridge

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