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

Generate more leads with the tractFile + Podio integration

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

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 Podio

Podio is a project management software designed to improve your collaboration performances. Podio helps you create and optimize an effective workflow for you and your team, thanks to multiple tools that allow you to make your business more efficient and profitable.

With Podio you can easily define the processes you need to manage your entire projects, from start to end. Whenever you need it, Podio gives you a detailed overview of your projects, which allows you to understand what’s the next task for your team. By doing so, you’ll be able in every moment to take the right decisions for your business, and manage it properly.

Easy to use Podio is very easy and intuitive. This is important, because your entire teem have access to it. You can assign roles and jobs to your team members, which enables them to visualize their task or assign a task to other employees. Integrated CRM With Podio, you have access to the integrated CRM, which enables you to manage your customer relationship, engage your prospects in the right moment, send customized emails and much more.


What you can do with tractFile and Podio

Create new Podio contacts in forms with tractFile

Update Podio contacts in forms with tractFile


Other popular Podio integrations offered by LeadsBridge


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