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

Generate more leads with the tractFile + Zoho CRM integration

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

Zoho CRM is a customer relationship management software that enables you to grow your business by managing your contacts’ base effectively and without effort. Zoho CRM helps you increase your sales volume, empower your marketing and support your clients. By reaching your audience in perfect timing, engaging them across multiple channels and showing them the most relevant content and offers, Zoho CRM allows you to sell smarter and faster.

With Zoho CRM you can create automated follow-ups to your leads. Thanks to automation rules, you are able to segment your audience and make the right decisions. Zoho CRM empowers your entire sales team, helping them be more productive and organized. By creating sustainable workflows that motivate the employees you can, at the same time, track the sales performances and identify what works and what doesn’t.

Thanks to the advanced CRM analytics, you have your business under control, understand trends, churn rates and much more. Zoho CRM integrates with the most used tools for businesses, including Microsoft Outlook, Google Apps, Twitter, Facebook, just to name a few.


What you can do with tractFile and Zoho CRM

Create new Zoho CRM leads with tractFile

Create new Zoho CRM leads in campaigns with tractFile

Create new Zoho CRM leads in tags with tractFile

Create new Zoho CRM leads in deal phases with tractFile

Create new Zoho CRM contacts with tractFile

Create new Zoho CRM contacts in campaigns with tractFile

Create new Zoho CRM contacts in tags with tractFile

Create new Zoho CRM contacts in deal phases with tractFile

Create new Zoho CRM deals with tractFile

Create new Zoho CRM deals in campaigns with tractFile

Create new Zoho CRM deals in tags with tractFile

Create new Zoho CRM deals in deal phases with tractFile

Update Zoho CRM leads with tractFile

Update Zoho CRM leads in campaigns with tractFile

Update Zoho CRM leads in tags with tractFile

Update Zoho CRM leads in deal phases with tractFile

Update Zoho CRM contacts with tractFile

Update Zoho CRM contacts in campaigns with tractFile

Update Zoho CRM contacts in tags with tractFile

Update Zoho CRM contacts in deal phases with tractFile

Update Zoho CRM deals with tractFile

Update Zoho CRM deals in campaigns with tractFile

Update Zoho CRM deals in tags with tractFile

Update Zoho CRM deals in deal phases with tractFile


Other popular Zoho CRM integrations offered by LeadsBridge

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