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

Streamline your data management process with the tractFile + FreshSales integration

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

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 FreshSales

FreshSales is an all-in-one CRM solution strongly focused on Sales Management which provides several tools and features, including Email Marketing, Automation, advanced Lead Management system, Logged Phone Calls and a robust Event Tracking system.

FreshSales’ Lead Management system helps you to easily turn your website visitors to new leads, segment them based on their activities/engagement with your website, and assign each one to the right salesperson of your organization, based on location. In fact, you can group your sales team by territories, in order to automatically pass them the leads. It’s a great feature that can be useful to close more deals. In the meantime, Freshsales will enrich their profiles with social media information and photos. Then you can assign a score to each lead and schedule tasks and appointments with leads and customers as well.

The main focus of this CRM are sales, as its name suggests. Freshsales offers a stunning visual sales pipeline, that allows you to easily identify the your leads and deals in each stage of your pipeline, getting crucial insights and follow-up them directly from the dashboard. Freshsales also provides a phone call and voicemail system, with tracking and logged phone calls, an email marketing solution with dozens of templates, reports and insights, and a common inbox for the entire sales team.


What you can do with tractFile and FreshSales

Create new FreshSales contacts in list views with tractFile

Create new FreshSales contacts in lead sources with tractFile

Create new FreshSales leads in list views with tractFile

Create new FreshSales leads in lead sources with tractFile

Update FreshSales contacts in list views with tractFile

Update FreshSales contacts in lead sources with tractFile

Update FreshSales leads in list views with tractFile

Update FreshSales leads in lead sources with tractFile


Other popular FreshSales integrations offered by LeadsBridge

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