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

Generate more leads with the tractFile + Pipedrive integration

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

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 Pipedrive

Pipedrive is a sales management tool that helps you make more sales and organize your entire sales team, in order to boost your business’ productivity without effort. Pipedrive, in fact, is a type of CRM that everyone can use, thanks to its easy interface.

With Pipedrive, you can: Manage your sales process Sometimes manage all your clients is hard, especially if you work with a busy sales team. Pipedrive helps you manage and track your sales activities. By using Pipedrive, you can record all your offers, deals, and the conversations with clients involved in the deal. With the sales process management tool, you can discover which activity needs your attention and prioritize the tasks.

Pipedrive is easy to use and is made to be used by your entire team, so it’s very easy to use and it requires no technical skill. All businesses can customize their Pipedrive’s interface and integrate it with other tools, in order to meet their specific needs and desires.


What you can do with tractFile and Pipedrive

Create new Pipedrive people in pipelines with tractFile

Create new Pipedrive people in deal filters with tractFile

Create new Pipedrive people in people filters with tractFile

Create new Pipedrive participants in pipelines with tractFile

Create new Pipedrive participants in deal filters with tractFile

Create new Pipedrive participants in people filters with tractFile

Update Pipedrive people in pipelines with tractFile

Update Pipedrive people in deal filters with tractFile

Update Pipedrive people in people filters with tractFile

Update Pipedrive participants in pipelines with tractFile

Update Pipedrive participants in deal filters with tractFile

Update Pipedrive participants in people filters with tractFile


Other popular Pipedrive integrations offered by LeadsBridge

No integration available but…
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NOTE tractFile is on Waiting List
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