CoreTrac Description

Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.

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Company Details

Company:
Ignitech
Year Founded:
2018
Headquarters:
United States
Website:
ignitetech.com/softwarelibrary/coretrac

Media

CoreTrac Screenshot 1
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Product Details

Platforms
SaaS

CoreTrac Features and Options

Financial CRM Software

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

CoreTrac Lists