https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo862.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo887.png
Generate more leads with the tractFile + Junxure integration
tractFile / Junxure
Integrations

Streamline your data management process with the tractFile + Junxure integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/862-887.webp

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

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 Junxure

Junxure is a CRM platform for financial advisors that allows companies to simplify workflow, simplify technology and provide customers with the best service in their category.

Junxure harnesses the power of meaningful data imposes deeper relationships with customers and scale by using intelligent automation. The main features offered by Junxure include centralized customer information, workflow automation, reporting tools for the company and its customers.

Junxure offers the possibility to follow highly personalized introductory learning programs. The Junxure data migration department provides onboarding specialists that help provide a smooth transition to Junxure.


What you can do with tractFile and Junxure

Create new Junxure leads with tractFile

Update Junxure leads with tractFile


Other popular Junxure 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.