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

Generate more leads with the tractFile + KarmaCRM integration

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

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 KarmaCRM

KarmaCRM is a cloud-based customer relationship management solution that addresses small businesses, helping them build relationships, close deals and manage business operations. The contact management feature of KarmaCRM provides detailed overview on contact information, contact activity and history. Contacts can be located through system-wide searches and updated with mass operations.

Through KarmaCRM, users can search and connect with their customers through automatic searches on social profiles and leads can be automatically imported from the company's website. Users can also control access rights and permissions with customizable user groups.

KarmaCRM also allows you to boost the productivity of your team. In fact, activities can be prioritized with calendars, alerts and reminders that can be sent via email and SMS. Users can create and manage multiple calendars for different types of activities or events. Moreover, KarmaCRM allows you to customize and re-organize dashboard fields, tabs, labels and colors to meet the needs of the sales process. In addition, KarmaCRM integrates with Outlook or Gmail and has a Dropbox function for BCC emails directly to the CRM.


What you can do with tractFile and KarmaCRM

Create new KarmaCRM leads with tractFile

Update KarmaCRM leads with tractFile


Other popular KarmaCRM integrations offered by LeadsBridge

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