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

Generate more leads with the tractFile + LionDesk integration

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

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 LionDesk

LionDesk is a real estate agent CRM designed that enables businesses of the real estate market to make more sales thanks to marketing automation. With LionDesk, you can better manage your contacts’ database in order to close more deals, keeping under control your entire sales funnel by tracking your leads behaviors, to-do-lists, team tasks, and results.

How does LionDesk work? First of all, Liondesk integrates with the most lead generation tools and platforms used by Real Estate agents. Once the leads come into your funnel, you can follow up with them with email marketing campaigns, personalizing their journey with automation rules. LionDesk enables you to define the tasks of your entire sales team and manage transactions. With the LionDesk Property Plan tools, you avoid missing tasks and opportunities.

It’s very important that your leads feel they are unique. However, you need an automatic system that lets you run massive campaigns, in order to make the most out of your marketing activity. LionDesk puts your follow up process on autopilot, thanks to drip marketing campaigns that allow you to create custom templates. With LionDesk’s reporting tools you get reports on your campaigns’ success, viewing open rates, click-throughs and more.


What you can do with tractFile and LionDesk

Create new LionDesk contacts in contact sources with tractFile

Create new LionDesk contacts in contact hotnesss with tractFile

Create new LionDesk contacts in task statuses with tractFile

Create new LionDesk contacts in task types with tractFile

Create new LionDesk events in contact sources with tractFile

Create new LionDesk events in contact hotnesss with tractFile

Create new LionDesk events in task statuses with tractFile

Create new LionDesk events in task types with tractFile

Create new LionDesk tasks in contact sources with tractFile

Create new LionDesk tasks in contact hotnesss with tractFile

Create new LionDesk tasks in task statuses with tractFile

Create new LionDesk tasks in task types with tractFile

Update LionDesk contacts in contact sources with tractFile

Update LionDesk contacts in contact hotnesss with tractFile

Update LionDesk contacts in task statuses with tractFile

Update LionDesk contacts in task types with tractFile

Update LionDesk events in contact sources with tractFile

Update LionDesk events in contact hotnesss with tractFile

Update LionDesk events in task statuses with tractFile

Update LionDesk events in task types with tractFile

Update LionDesk tasks in contact sources with tractFile

Update LionDesk tasks in contact hotnesss with tractFile

Update LionDesk tasks in task statuses with tractFile

Update LionDesk tasks in task types with tractFile


Other popular LionDesk integrations offered by LeadsBridge

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