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Generate more leads with the tractFile + Microsoft Dynamics CRM integration
tractFile / Microsoft Dynamics CRM
Integrations

Generate more leads with the tractFile + Microsoft Dynamics CRM integration

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

Microsoft Dynamics CRM is a Customer Relationship Management platform designed for businesses and entrepreneurs who need to manage their contacts’ base with the aim of increasing conversions and sales. What’s a CRM A CRM is a tool that allows you to build a better relationship with your leads and customers, by improving the communication and tracking engagement and sales.

A CRM helps you simplify your tasks. For example, with Microsoft Dynamics CRM, you can easily create email marketing campaigns, analyze data, organize meetings and much more. Moreover, Microsoft Dynamics CRM lets you manage your entire team, by assigning tasks to your team members in order to boost their productivity.

Easy to use Microsoft Dynamics CRM provides you the most advanced tools for better managing your business, yet it’s easy to use. Moreover, Microsoft Dynamics CRM integrates with the entire Microsoft environment, like Microsoft Office, Word, Excel, etc.


What you can do with tractFile and Microsoft Dynamics CRM

Create new Microsoft Dynamics CRM leads with tractFile

Create new Microsoft Dynamics CRM leads in static lists with tractFile

Create new Microsoft Dynamics CRM leads in dynamic lists with tractFile

Create new Microsoft Dynamics CRM customers with tractFile

Create new Microsoft Dynamics CRM customers in static lists with tractFile

Create new Microsoft Dynamics CRM customers in dynamic lists with tractFile

Update Microsoft Dynamics CRM leads with tractFile

Update Microsoft Dynamics CRM leads in static lists with tractFile

Update Microsoft Dynamics CRM leads in dynamic lists with tractFile

Update Microsoft Dynamics CRM customers with tractFile

Update Microsoft Dynamics CRM customers in static lists with tractFile

Update Microsoft Dynamics CRM customers in dynamic lists with tractFile


Other popular Microsoft Dynamics CRM integrations offered by LeadsBridge

No integration available but…
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