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

Streamline your data management process with the tractFile + Tableau integration

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

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 Tableau

From connecting to collaboration possibilities, Tableau is the most powerful, secure, and flexible end-to-end analytics platform for the data.

Tableau harnesses the power of data to put users in the best possible conditions. Designed for the individual but scalable for the entire company, Tableau is the only business intelligence platform that transforms data into information useful for making the best decisions.

With Tableau, companies can create and publish dashboards and share them with partners, colleagues, or customers, but without the need for programming skills.


What you can do with tractFile and Tableau

Create new Tableau leads with tractFile

Update Tableau leads with tractFile


Other popular Tableau integrations offered by LeadsBridge

No integration available but…
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