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What is LenzVU?

LenzVU is dedicated to transforming your business into a stress-free environment for both you and your clients. With our suite of business management tools and waivers, you will enhance your connection with clients like never before. Struggling to respond to every call or experiencing dwindling email interaction with your clients? LenzVU's Centralized Communication system enables direct communication with your clients, ensuring that you stay connected and never overlook a customer inquiry. Additionally, LenzVU empowers you to tailor the client experience further by integrating extra features into your current software setup, allowing for a more personalized approach. This way, you can elevate your customer service while streamlining your operations.

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.

Media

Media

Integrations Supported

Mariana Tek
Mindbody
WellnessLiving
fitDEGREE

Integrations Supported

Mariana Tek
Mindbody
WellnessLiving
fitDEGREE

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

Tribute Kiosk

Date Founded

2009

Company Location

Canada

Company Website

www.lenzvu.com

Company Facts

Organization Name

Ignitech

Date Founded

2018

Company Location

United States

Company Website

ignitetech.com/softwarelibrary/coretrac

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

Waiver

Customizable Templates
Data Export
Online Signing
QR Codes
Searchable Database
Status Tracking
Waiver Kiosk

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

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