https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo862.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo484.png
Generate more leads with the tractFile + Insightly Education CRM integration
tractFile / Insightly Education CRM
Integrations

Streamline your data management process with the tractFile + Insightly Education CRM integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/862-484.webp

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

Insightly’s education CRM is a cloud-based solution that can be customized for the education industry to facilitate prospective student lead management, enrollment planning, recruiting territory management, alumni engagement and donor outreach. Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others.

With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. Insightly extends the benefits of a traditional CRM by wrapping these essential product capabilities in a customer relationship platform that helps you deliver relevant and meaningful interactions at every stage of the customer lifecycle, from the very first email and beyond.

Insightly provides customer relationship management software to small and medium sized businesses worldwide. Businesses of all sizes leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices.


What you can do with tractFile and Insightly Education CRM

Create new Insightly Education CRM leads in tags with tractFile

Create new Insightly Education CRM leads in lead sources with tractFile

Create new Insightly Education CRM contacts in tags with tractFile

Create new Insightly Education CRM contacts in lead sources with tractFile

Update Insightly Education CRM leads in tags with tractFile

Update Insightly Education CRM leads in lead sources with tractFile

Update Insightly Education CRM contacts in tags with tractFile

Update Insightly Education CRM contacts in lead sources with tractFile


Other popular Insightly Education CRM integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start automating tractFile with LeadsBridge

NOTE tractFile is on Waiting List
Please click the button below to get free early access once it will be available.