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

Streamline your data management process with the tractFile + FileInvite integration

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

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 FileInvite

FileInvite is an app for websites that transforms the way you gather information from your customers. Thanks to FileInvite, it will no longer be necessary to receive e-mails from clients, files that are too large, incorrect files, files that are delayed and sometimes nothing.

FileInvite was able to simplify the process: all you need to do is create and send a file via FileInvite with the requested information. The client then uploads the files and information to a centralized location.

Moreover, with FileInvite it is possible to select the information in the checklist when they are received and send automatic reminders to motivate customers. Thanks to FileInvite you can download files at any time directly to your computer or synchronize them with your favorite cloud archive. With FileInvite you keep control and amaze your customers with professionalism, saving time and money.


What you can do with tractFile and FileInvite

Create new FileInvite leads with tractFile

Update FileInvite leads with tractFile


Other popular FileInvite integrations offered by LeadsBridge

No integration available but…
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