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Generate more leads with the tractFile + Copper (formerly ProsperWorks) integration
tractFile / Copper (formerly ProsperWorks)
Integrations

Streamline your data management process with the tractFile + Copper (formerly ProsperWorks) integration

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

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 Copper (formerly ProsperWorks)

Copper (formerly ProsperWorks) is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities and get a visual overview on your entire customer base. Copper is a cloud-solution: all your data are saved automatically, including files sent via email. Recommended by Google itself. Copper is suitable for businesses of all sizes and industries. It includes email marketing tools, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Copper directly interacts with Gmail, Calendar, Google Sheets, Docs and Slides, in order to eliminate a lot of manual data entry work. The sync feature with Google Contacts avoid you to update your contacts in Copper too. Once you’ve updated a contact, Copper will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

Copper also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, Copper will automate next steps.


What you can do with tractFile and Copper (formerly ProsperWorks)

Create new Copper (formerly ProsperWorks) leads in lead statuses with tractFile

Create new Copper (formerly ProsperWorks) leads in pipelines with tractFile

Create new Copper (formerly ProsperWorks) leads in customer sources with tractFile

Create new Copper (formerly ProsperWorks) leads in tags with tractFile

Create new Copper (formerly ProsperWorks) leads with tractFile

Create new Copper (formerly ProsperWorks) people in lead statuses with tractFile

Create new Copper (formerly ProsperWorks) people in pipelines with tractFile

Create new Copper (formerly ProsperWorks) people in customer sources with tractFile

Create new Copper (formerly ProsperWorks) people in tags with tractFile

Create new Copper (formerly ProsperWorks) people with tractFile

Create new Copper (formerly ProsperWorks) opportunities in lead statuses with tractFile

Create new Copper (formerly ProsperWorks) opportunities in pipelines with tractFile

Create new Copper (formerly ProsperWorks) opportunities in customer sources with tractFile

Create new Copper (formerly ProsperWorks) opportunities in tags with tractFile

Create new Copper (formerly ProsperWorks) opportunities with tractFile

Update Copper (formerly ProsperWorks) leads in lead statuses with tractFile

Update Copper (formerly ProsperWorks) leads in pipelines with tractFile

Update Copper (formerly ProsperWorks) leads in customer sources with tractFile

Update Copper (formerly ProsperWorks) leads in tags with tractFile

Update Copper (formerly ProsperWorks) leads with tractFile

Update Copper (formerly ProsperWorks) people in lead statuses with tractFile

Update Copper (formerly ProsperWorks) people in pipelines with tractFile

Update Copper (formerly ProsperWorks) people in customer sources with tractFile

Update Copper (formerly ProsperWorks) people in tags with tractFile

Update Copper (formerly ProsperWorks) people with tractFile

Update Copper (formerly ProsperWorks) opportunities in lead statuses with tractFile

Update Copper (formerly ProsperWorks) opportunities in pipelines with tractFile

Update Copper (formerly ProsperWorks) opportunities in customer sources with tractFile

Update Copper (formerly ProsperWorks) opportunities in tags with tractFile

Update Copper (formerly ProsperWorks) opportunities with tractFile


Other popular Copper (formerly ProsperWorks) integrations offered by LeadsBridge

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