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

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

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Does tractFile integrate with Goldmine CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting tractFile and Goldmine 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 Goldmine CRM

Goldmine CRM is an affordable CRM solution, suitable for businesses of all sizes, available on the cloud or on-premise. Which distinguishes it from most other CRM softwares, is a built-in call center solution.

Goldmine CRM provides a lot of features to manage the entire businesses activities, from sales and contact management, to marketing and customer service. The central database for marketing and sales prospects, allow you to eliminate duplicated contacts across leads, customers and suppliers. Goldmine CRM also offers segmentation and filter methods, and a native integration with Constant Contact campaigns to communicate with your leads, prospects and customers. Goldmine CRM provides some key modules useful to manage the entire sales pipeline, such as activities, contacts, opportunities and cases (useful for customer support purposes).

The communication tools are very straightforward: from a contact view, you can immediately start a phone call or send an email message. Goldmine CRM provides dozens of customizable dashboard, to easily view and monitor the entire business processes and activities. In fact, all the interactions are automatically tracked and stored. Therefore, the system is able to generate insights, reports and forecasts in an very accurate way. The Premium Edition also offers sales and marketing automation capabilities, in order to avoid you to perform repetitive admin tasks.


What you can do with tractFile and Goldmine CRM

Create new Goldmine CRM leads with tractFile

Update Goldmine CRM leads with tractFile


Other popular Goldmine CRM integrations offered by LeadsBridge

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