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

Streamline your data management process with the tractFile + Daylite integration

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

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 Daylite

Daylite is a CRM designed for small and medium businesses who want to better manage their contacts, leads and clients. Daylite is used by companies and professionals to organize all their notes, e-mails, sales opportunities, projects, calendars, activities and contacts, in just one platform. In addition, you can connect people to keep track of relationships, project emails, call notes and people to appointments. This simplifies the search and saves you time.

Daylite improves your productivity. You can keep all your customers' information in a centralized location, including calls, notes, e-mails, meetings, sales opportunities, and related projects. At the same time, all information on the project can be stored at one place, including the people involved, the activities to which they are assigned and the correspondence such as e-mails and phone calls.

You can access your information anywhere with your PC, Mac, iPad and iPhone. In addition, you can have offline access and when you restore your Internet connection, Daylite automatically synchronizes and update's devices and information about the system.


What you can do with tractFile and Daylite

Create new Daylite leads with tractFile

Update Daylite leads with tractFile


Other popular Daylite integrations offered by LeadsBridge

No integration available but…
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