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Ratings and Reviews 0 Ratings
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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 ConvergeHub?
CRM, or Customer Lifecycle Management, transforms cold prospects into lifelong satisfied customers. All relevant customer data and interactions are centralized, enabling efficient management. With robust automation and customizable sales workflows, businesses can enhance their selling strategies and accelerate deal closures. Increase your return on investment by implementing impactful marketing initiatives, reaching potential customers interested in your offerings, and expanding your clientele. Customer service agents can foster exceptional experiences and cultivate enduring relationships by utilizing comprehensive customer insights. Monitor products and services seamlessly, generate tailored invoices, manage discounts, oversee payment tracking, and facilitate business growth. This process allows for the evolution from initial prospects to dedicated customers, and eventually to enthusiastic brand advocates. By consolidating all customer-related activities on a single platform, you can effectively oversee sales, marketing, customer support, and billing functions. Furthermore, this comprehensive system provides a holistic view of each customer while eliminating the hassle of duplicate data entry. Ultimately, an integrated approach not only streamlines operations but also enhances overall customer satisfaction and loyalty.
Integrations Supported
Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
HubSpot Operations Hub
Mailchimp
Integrations Supported
Box
Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Workspace
HubSpot Operations Hub
Mailchimp
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$11.00/month/user
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
ConvergeHub
Date Founded
2013
Company Location
United States
Company Website
www.convergehub.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
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management