Audience

Community banks and credit unions searching for a complete Financial CRM platform

About CoreTrac

This powerfully specialist CRM from Avolin is designed specifically for community banks and credit unions, giving you a centralized, 360° view of all your clients. Your financial services teams will be empowered to deliver outstanding customer experience outcomes, like never before. Build stronger connections with your clients using a centralized data view across all their experiences and communications with you. With one unified view you’ll be able to build better relationships, sell more and expand every opportunity. CoreTrac goes beyond other platforms, giving you the deep insight you need to craft bespoke communications for all your clients and prospects: the right message, at the right time. It also automatically manages online requests so that your website can serve clients and generate revenue 24/7.

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Integrations

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Ratings/Reviews

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Company Information

Ignitech
Founded: 2018
United States
ignitetech.com/softwarelibrary/coretrac

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Product Details

Platforms Supported
Cloud

CoreTrac Frequently Asked Questions

Q: What kinds of users and organization types does CoreTrac work with?
Q: What languages does CoreTrac support in their product?

CoreTrac Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

CoreTrac Additional Categories