CoreTrac CRM is a specialized customer relationship management solution meticulously designed for the unique needs of community banks and credit unions. It aims to empower financial services teams to achieve outstanding customer experience outcomes by providing a comprehensive, unified view of customer data. This consolidated perspective enables organizations to cultivate stronger relationships, identify and capitalize on cross-selling opportunities, and ultimately accelerate revenue growth by closing more deals. The platform facilitates personalized, always-on communication, ensuring that the right message reaches customers at the most opportune moment. It offers easy integration capabilities, seamlessly unifying client relationship management with existing operational systems. CoreTrac CRM centralizes crucial data within its "Action Center," a configurable hub offering dynamic data views tailored to specific organizational needs. Furthermore, it provides powerful, easy-to-digest reporting tools for visualizing data, tracking sales opportunities, managing pipelines, and monitoring employee performance. The "Helpful Snapshots" feature enhances efficiency by instantly displaying relevant customer data—including cases, cross-sell opportunities, and marketing campaigns—directly on customer records.

Features & Benefits

• Unified Customer View
  • Provides a single, comprehensive view of customer data, enabling financial services teams to build stronger relationships, increase sales, and expand opportunities.
• Personalized & Always-On Communication
  • Ensures that the right message is delivered to customers at the optimal time, facilitating highly personalized interactions.
• Easy Integration
  • Allows for seamless unification with existing operational systems, streamlining the management of client relationships.
• Grow Revenue
  • Delivers tangible results, including increased revenue growth, more cross-selling opportunities, and a higher rate of closed deals for the organization.
• Action Center
  • Centralizes all crucial data in one place through a comprehensive collection of dynamic data views, configurable to specific organizational needs.
• Powerful Reporting
  • Visualizes data with easy-to-digest reports, enabling tracking of sales opportunities, viewing pipelines, and managing employee performance.
• Helpful Snapshots
  • Offers quick pop-up displays on customer records, showing a collection of relevant data drawn from various CoreTrac sources, such as cases, cross-sell opportunities, and marketing campaigns.