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

Streamline your data management process with the tractFile + Surefire CRM integration

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Does tractFile integrate with Surefire CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting tractFile and Surefire 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 Surefire CRM

Top of Mind’s Surefire CRM is a leading online sales and marketing platform for the mortgage industry.

Simple to use and implement, Surefire CRM is useful for thousands of mortgage professionals, from individuals to large corporate clients, successfully use Surefire to manage and grow their sales pipeline.

Surefire CRM helps the growth of its customers by placing them first in their database through the development and automation of customized and individual marketing campaigns for their potential customers, customers in the process of processing and past clients.


What you can do with tractFile and Surefire CRM

Create new Surefire CRM leads with tractFile

Update Surefire CRM leads with tractFile


Other popular Surefire CRM integrations offered by LeadsBridge

No integration available but…
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