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Generate more leads with the tractFile + OnContact CRM integration
tractFile / OnContact CRM
Integrations

Generate more leads with the tractFile + OnContact CRM integration

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

OnContact CRM is a cloud-based CRM software that can be implemented on-premise. OnContact CRM offers complete sales automation, marketing automation, customer service and contact center functionality, OnContact CRM offers a user-friendly interface on browsers and mobile devices.

OnContact CRM offers statistical analysis, global search functionality, interactive reports and dashboards, customization tools and integration with Outlook and Gmail.

OnContact CRM allows users to adapt their screen formats and modify toolbars, buttons, and fields to adapt them to their workflows.


What you can do with tractFile and OnContact CRM

Create new OnContact CRM leads with tractFile

Update OnContact CRM leads with tractFile


Other popular OnContact CRM integrations offered by LeadsBridge

No integration available but…
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