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Generate more leads with the tractFile + FreeAgent CRM integration
tractFile / FreeAgent CRM
Integrations

Streamline your data management process with the tractFile + FreeAgent CRM integration

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

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 FreeAgent CRM

FreeAgent CRM offers a cloud-based platform to help teams unlock productivity and increase sales. FreeAgent CRM helps improve team productivity through artificial intelligence-driven sales. Users see only what is needed, with a feed based on the flow of personalized and priority activities and key insights.

FreeAgent CRM allows users to gain visibility into customer work and also acquire an immediate context in all customer relationships, visualizing the activity related to any change in the pipeline and its impact.

With FreeAgent CRM, users can also measure and improve performance by monitoring activities that bring sales and satisfied customers. Thanks to FreeAgent CRM you can increase the sales cycle with customizable stage-gate processes and eliminate manual work with automation.


What you can do with tractFile and FreeAgent CRM

Create new FreeAgent CRM leads with tractFile

Update FreeAgent CRM leads with tractFile


Other popular FreeAgent CRM integrations offered by LeadsBridge

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NOTE tractFile is on Waiting List
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