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

Streamline your data management process with the tractFile + Finalsite integration

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

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 Finalsite

Finalsite has brought web design and cutting-edge web software to leading schools, colleges, and independent organizations around the world.

Finalsite is another solid option when it comes to CRM software programs for higher education. Finalsite is focused on rationalizing the registration and enrollment process. The goal of Finalsite is for schools around the world to evaluate Finalsite's marketing and communication platform as an indispensable part of their daily success.

Finalsite provides a robust tool that allows students to create a profile and send documents so that admissions specialists can make informed decisions about their recruitment efforts. However, you can choose to expand your skills by purchasing in the add-on marketplace.


What you can do with tractFile and Finalsite

Create new Finalsite leads with tractFile

Update Finalsite leads with tractFile


Other popular Finalsite integrations offered by LeadsBridge

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