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

Streamline your data management process with the tractFile + PersistIQ integration

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

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 PersistIQ

From database management to team reporting, PersistIQ helps sales teams launch customized outbound campaigns with multiple touchpoints. The application provides automation teams with automated tools to reach all potential customers at the right time, with the right message. PersistIQ adapts to sales workflows and integrates with many CRMs, marketing automation systems and Salesforce.

PersistIQ covers the database and lead management. Allows sales teams to import lead lists, create custom database fields, and track any duplicate leads. Also, synchronize email history with existing leads to ensure they are not included in campaigns. PersistIQ improves sales campaigns by setting up follow-up reminders and improving email templates.

To help teams sell smarter and faster, PersistIQ includes team collaboration tools such as sharing databases and templates, as well as team reporting to identify problems. Managers can also create group dashboards, giving each team member a global view of the sales process and pipeline.


What you can do with tractFile and PersistIQ

Create new PersistIQ leads with tractFile

Update PersistIQ leads with tractFile


Other popular PersistIQ integrations offered by LeadsBridge

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