Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Intapp DealCloud Reviews & Ratings
    36 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    131 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    24,178 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,713 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Allvue Reviews & Ratings
    5 Ratings
  • LeanData Reviews & Ratings
    1,031 Ratings
    Company Website
  • Twilio Reviews & Ratings
    1,301 Ratings
    Company Website
  • Qomon Reviews & Ratings
    54 Ratings
    Company Website

What is CoreTrac?

Avolin’s specialized customer relationship management system is expertly designed for community banks and credit unions, offering a thorough, 360° view of clients. This cutting-edge solution empowers your financial services teams to deliver exceptional customer service, significantly improving the overall client journey. By leveraging a centralized data perspective, you can strengthen client relationships by simplifying all interactions and communications. With this unified approach, your organization is well-positioned to build better connections, boost sales, and capitalize on every available opportunity. CoreTrac goes beyond traditional platforms, providing valuable insights that facilitate personalized communications for each client and prospect, ensuring that the appropriate message is conveyed at just the right time. Furthermore, it adeptly manages online inquiries, enabling your website to serve clients efficiently and generate revenue continuously, which ultimately improves your operational effectiveness. Such a high level of functionality not only enhances client satisfaction but also ensures your institution stays ahead in a rapidly changing financial environment, adapting to new challenges and opportunities with ease.

What is 360 View CRM?

Demonstrating an understanding of the unique needs of customers is vital for any business. By improving the relational experience, organizations can effectively drive growth. As the appetite for personalized services continues to rise, financial institutions are compelled to harness customer data to meet these evolving expectations. A key strategy to illustrate genuine understanding to clients is to recommend the most appropriate products exactly when they need them. To ensure ongoing growth, banks ought to implement a system that tracks every customer interaction in real-time, allowing for a nuanced understanding of their preferences. Additionally, it is imperative to build capabilities for personalized outreach at every stage of the customer journey. Through the use of targeted marketing communications, organizations can not only boost customer retention but also reinforce their relationships with clients. Tailoring communications and interactions to reflect each client's distinct profile is crucial for nurturing and enlarging these significant connections. This level of customization not only cultivates customer loyalty but also propels sustained success in a highly competitive environment. Ultimately, the ability to adapt to individual customer needs will set organizations apart as leaders in their fields.

Media

Media

Integrations Supported

ThinkOwl
WhatsWaves

Integrations Supported

ThinkOwl
WhatsWaves

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ignitech

Date Founded

2018

Company Location

United States

Company Website

ignitetech.com/softwarelibrary/coretrac

Company Facts

Organization Name

inBusiness Services

Date Founded

2001

Company Location

United States

Company Website

www.360view.com

Categories and Features

Financial CRM

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

Categories and Features

Financial CRM

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

Popular Alternatives

Everest 7 Reviews & Ratings

Everest 7

Lynk Software

Popular Alternatives

C2CRM Reviews & Ratings

C2CRM

Clear C2
NexJ CRM Reviews & Ratings

NexJ CRM

NexJ Systems Inc.
Doxim CRM Reviews & Ratings

Doxim CRM

Doxim
CoreTrac Reviews & Ratings

CoreTrac

Ignitech