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Average Ratings 0 Ratings
Description
Avolin's specialized CRM is meticulously crafted for community banks and credit unions, providing a comprehensive, 360° perspective of your clients. This innovative tool equips your financial services teams to achieve unparalleled customer service outcomes, enhancing the overall client experience. By utilizing a centralized data view, you can foster stronger relationships with clients by streamlining all interactions and communications. With a unified perspective, your organization can cultivate better connections, increase sales, and seize every potential opportunity. CoreTrac surpasses conventional platforms, delivering profound insights that enable tailored communications for each client and prospect, ensuring that the right message reaches them at the perfect moment. Additionally, it efficiently handles online requests, allowing your website to effectively serve clients and generate revenue around the clock, ultimately enhancing your operational efficiency. This level of functionality ensures that your institution remains competitive in an ever-evolving financial landscape.
Description
LenzVU is committed to making your business a relaxing experience for your clients and you. Our business management features and waivers will help you to connect better with your clients. Are you unable to answer all of your calls? You are getting less email engagement from clients. Centralized Communication from LenzVU allows you to communicate directly with your clients and ensures that you never miss a customer. LenzVU allows you to customize your client experience by adding additional features to your existing software.
API Access
Has API
API Access
Has API
Integrations
Mariana Tek
Mindbody
WellnessLiving
fitDEGREE
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ignitech
Founded
2018
Country
United States
Website
ignitetech.com/softwarelibrary/coretrac
Vendor Details
Company Name
Tribute Kiosk
Founded
2009
Country
Canada
Website
www.lenzvu.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Waiver
Customizable Templates
Data Export
Online Signing
QR Codes
Searchable Database
Status Tracking
Waiver Kiosk