CRMBOOSTcrmboost
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CoreTracIgnitech
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses and companies requiring a customer relationship management solution
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Audience
Community banks and credit unions searching for a complete Financial CRM platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company Informationcrmboost
www.crmboost.com
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Company InformationIgnitech
Founded: 2018
United States
ignitetech.com/softwarelibrary/coretrac
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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