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

Generate more leads with the tractFile + Helcim integration

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

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 Helcim

Helcim is a payment gateway tool that provides credit card processing how small businesses need it - with complete transparency. All of its prices are indicated on its website, and if anything confuses you, the company provides several online tutorials and how-to guides.

Helcim offers traditional payment processing equipment and a suite of features called "Helcim Commerce", designed as an all-in-one business management solution for merchants across all their sales channels.

Helcim offers competitive pricing for credit card processing, making it easy to compare costs with some of the competitors. Helcim's transparent pricing policy extends to its fees, as it also publishes them online in full, which is a good thing about credit card processors. Charge your account a single monthly fee. Moreover, the amount depends on how you accept payments.


What you can do with tractFile and Helcim

Create new Helcim leads with tractFile

Update Helcim leads with tractFile


Other popular Helcim integrations offered by LeadsBridge

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