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

Streamline your data management process with the tractFile + Contactually integration

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Does tractFile integrate with Contactually? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting tractFile and Contactually

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 Contactually

Contactually is an easy to use CRM solution, suitable for lead generation purposes, with marketing automation and email marketing capabilities. It is recommended for small and midsized business as well as for freelancers. Contactually is strongly focused on discovering who are the best opportunities for your business. For this purpose, Contactually provides tools to grow and nurture the relationships with your leads and customers.

Connecting your inbox with the CRM, Contactually will help you to send the right message to the right person at the right time. Once you’ve uploaded your entire contacts database, you can organize it splitting up your main list, based on the value that each relationship has for your business. To do this, you can use the “Buckets”, a sort of funnels that you can use to organize your contacts. At this point, you can set up some reminders that will notify you when it’s time to get in touch with people contained into a bucket.

The Email Marketing system provided by Contactually is called “Scalemail”. It allows you to send bulk emails, customizing each messages to suit your needs and stay top of mind. A great feature offered by “Scalemail” is an option that allows you to select fading away contacts in a bulk, in order to reconnect and re-engage with them. Obviously, you can also select an entire bucket. Contactually also provides dozens of customizable email templates, in order to give your email a professional and stunning look, optimizing them for mobile devices as well.


What you can do with tractFile and Contactually

Create new Contactually contacts with tractFile

Create new Contactually contacts in tags with tractFile

Create new Contactually contacts in buckets with tractFile

Update Contactually contacts with tractFile

Update Contactually contacts in tags with tractFile

Update Contactually contacts in buckets with tractFile


Other popular Contactually integrations offered by LeadsBridge

No integration available but…
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