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

Streamline your data management process with the tractFile + Nutshell integration

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

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 Nutshell

Nutshell is an easy to use cloud-based CRM software, suitable for small businesses, that offers a contact management system and sales force automation applications. Implement a CRM and all its tools can be a tough and lengthy process. With Nutshell you will be up and running in less of 24 hours, thanks to a quite easy implementation process. Nutshell also provides a great customer support and onboarding assistance.

Nutshell offers a suite of user-friendly tools that help sales team to improve their performances, such as intuitive sales process management and collaboration tools, and email integration with Gmail and Outlook. By the way, Nutshell goes beyond tools and features like traditional CRMs. The main challenge it wants to solve, is motivating your sales team to use the CRM software, in order to get best results for your business. They do that with an automation system that will complete several boring admin tasks, avoiding manual data entry work. Your sales reps will love the CRM software and will be free to focus on the sales cycle.

Anyway, Nutshell also offers standard tools and features like Lead Tracking, a built-in to-do-list manager, advanced tracking and reporting systems that let you monitor all the team activities, obtain analytics, forecasts and create graphics and summaries. Last but not least, Nutshell is an affordable solution with no hidden costs.


What you can do with tractFile and Nutshell

Create new Nutshell leads with tractFile

Create new Nutshell contacts with tractFile

Update Nutshell leads with tractFile

Update Nutshell contacts with tractFile


Other popular Nutshell integrations offered by LeadsBridge

No integration available but…
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NOTE tractFile is on Waiting List
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