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

Streamline your data management process with the tractFile + PerfectMind integration

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

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 PerfectMind

PerfectMind is a cloud-based software for managing members and booking facilities. Its robust platform as a service (PaaS) serves organizations of all sizes in parks and recreational, government, health, and wellness, fitness, and education sectors.

Built for businesses of all sizes, PerfectMind can handle anything from a few transactions per day to thousands of transactions per hour. From automated billing to marketing and business planning, PerfectMind software allows organizations to function smoothly and effectively, taking care of tedious tasks.

Intuitive and easy to use, PerfectMind offers several advantages. The platform's integrated reporting engine and automated workflows alleviate the problem of repetitive work on manual activities. PerfectMind also has a flexible bi-directional API for organizations and allows you to achieve smooth interconnection between platforms and integrate seamlessly with third-party applications.


What you can do with tractFile and PerfectMind

Create new PerfectMind leads with tractFile

Update PerfectMind leads with tractFile


Other popular PerfectMind integrations offered by LeadsBridge

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