https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo862.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo707.png
Generate more leads with the tractFile + Mercury Connect CRM integration
tractFile / Mercury Connect CRM
Integrations

Streamline your data management process with the tractFile + Mercury Connect CRM integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/862-707.webp

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

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Therefore, Mercury Connect CRM allows you to: store all your client and loan details, tracks and splits commissions payments, performs borrowing capacity and funding position calculations.

With Mercury Connect you can store all our compliance documents in one place for easy retrieval and send single or bulk SMS and emails.


What you can do with tractFile and Mercury Connect CRM

Create new Mercury Connect CRM leads with tractFile

Update Mercury Connect CRM leads with tractFile


Other popular Mercury Connect 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.