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

Generate more leads with the tractFile + PRISM CRM integration

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

PRISM CRM manages the entire real estate buying process that begins with the first contact of your client and continues with the purchase of the project by the client.

PRISM CRM, as well as sales force automation for construction companies, successfully manages business processes such as Portfolio Management, Financial Management, Document Management, After Sales Procedures, and Post Delivery, which is relevant to the real estate sector.

PRISM CRM also integrates Bulk SMS systems to facilitate your marketing activities.


What you can do with tractFile and PRISM CRM

Create new Prism Visual Software leads with tractFile

Update Prism Visual Software leads with tractFile


Other popular PRISM CRM integrations offered by LeadsBridge

No integration available but…
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