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Generate more leads with the tractFile + CMS Trader integration
tractFile / CMS Trader
Integrations

Streamline your data management process with the tractFile + CMS Trader integration

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

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 CMS Trader

CMSTrader is a leading investment advisor.

Its platform allows traders to take smartest decisions in terms of investments and trading. Thanks to its innovative, online trading platform specifically designed around traders’ needs, CMSTrader focuses on offering a Forex trading rewarding experience. This allows more traders to get the most out of their efforts and knowledge.

Moreover, CMSTrader offers trainings, interactive courses and tutorials for the users, which give the basis of such a type of investing.


What you can do with tractFile and CMS Trader

Create new CMS Trader leads with tractFile

Update CMS Trader leads with tractFile


Other popular CMS Trader integrations offered by LeadsBridge

No integration available but…
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