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Generate more leads with the tractFile + Velocify (HTML) integration
tractFile / Velocify (HTML)
Integrations

Streamline your data management process with the tractFile + Velocify (HTML) integration

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

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 Velocify (HTML)

Velocify is a web-based CRM application designed to let you control and evaluate high levels of sales and organize all data into one CRM platform. Velocify automates your sales management, lead management, sales enablement, and customer relationship management in just one user-friendly solution.

Velocify monitors all lead generation and sales actions to further increase maximum conversion rates as well as ensure detailed and accurate revenue reports that can be customized in real-time. The sales algorithm within the tool’s application automatically allocates gives leads to specific team members and will notify your employees via email or SMS.

The management platform is integratable completely with Salesforce, gives you a free smartphone application for your field representatives and managers to monitor sales leads or activities, and is also integrated with a Dial-IQ system giving your sales teams quick mobile access to new leads.


Other popular Velocify (HTML) integrations offered by LeadsBridge

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