CRMBOOST

CRMBOOST

crmboost
CoreTrac

CoreTrac

Ignitech
+
+

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About

Customer relationship management (CRM) is all about managing the relationships you have with your customers, including potential customers. CRM combines business processes, people, and technology to achieve this single goal: getting and keeping satisfied customers. It's an overall strategy to help you learn more about your customers and their behavior so you can develop stronger, lasting relationships that will benefit both you and your customers. It's very hard to run a successful business without a strong focus on CRM. After all, it's all about the customer. All the data you care about is right at your fingertips. To do your job well, you need the right information at the right time. CRMBOOST brings your business and its data together in one intuitive platform. Automate prospecting and sales processes with drip marketing campaigns. Automate customer service with auto-generated tickets, dispatching, and follow-up surveys. Lower costs and increase efficiencies.

About

This powerfully specialist CRM from Avolin is designed specifically for community banks and credit unions, giving you a centralized, 360° view of all your clients. Your financial services teams will be empowered to deliver outstanding customer experience outcomes, like never before. Build stronger connections with your clients using a centralized data view across all their experiences and communications with you. With one unified view you’ll be able to build better relationships, sell more and expand every opportunity. CoreTrac goes beyond other platforms, giving you the deep insight you need to craft bespoke communications for all your clients and prospects: the right message, at the right time. It also automatically manages online requests so that your website can serve clients and generate revenue 24/7.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and companies requiring a customer relationship management solution

Audience

Community banks and credit unions searching for a complete Financial CRM platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

crmboost
www.crmboost.com

Company Information

Ignitech
Founded: 2018
United States
ignitetech.com/softwarelibrary/coretrac

Alternatives

Alternatives

Everest 7

Everest 7

Lynk Software
MAP.CRM

MAP.CRM

MAP IT
InStream CRM

InStream CRM

InStream.io
Agency Revolution Fuse

Agency Revolution Fuse

Agency Revolution
Wealthbox

Wealthbox

Starburst Labs

Categories

CRM

Categories

CRM Features

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

Integrations

No info available.

Integrations

No info available.
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