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

Streamline your data management process with the tractFile + Customerly integration

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

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 Customerly

Customerly is an integrated marketing tool that allows you to take under control the most important asset of your business: communication with your clients. Thanks to a simple and intuitive interface, Customerly allows you to grow your business at scale by leveraging the most powerful tools and advanced features available in the market. Customerly has been specifically designed for businesses with a data-oriented growth approach.

With Customerly, you can give assistance online to your clients directly from your website and send them ad hoc emails. For example, if you have a blog and you want to create funnels that need to convert visitors into paying customers, the live site assistance enables you to do it at scale. What make Customerly different than other Customer Relationship Management tools? First of all, Customerly is a very flexible tool that gives you the ability to approach your clients in multiple ways: via emails, live chat, using marketing automation and much more. You’ll always have everything under control through a single platform with a simple and intuitive user interface.

Customerly lets you create automations that optimize your communications with your customers in unlimited ways, by simply creating the conditions you want. You can offer a better customer support, empower your-mail campaigns, use marketing automation to send the most relevant message to you leads and clients, in order to improve conversions and retention.


What you can do with tractFile and Customerly

Create new Customerly customers with tractFile

Update Customerly customers with tractFile


Other popular Customerly integrations offered by LeadsBridge

No integration available but…
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NOTE tractFile is on Waiting List
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