at 6101 W Courtyard Dr Bldg 2, Suite 100, Austin, 78730 United States
CoreTrac, Inc. provides an easy-to-use and affordable Client Relationship Management/Sales Force Automation solution specifically for Community Financial Institutions.
CoreTrac, Inc. is a privately held company headquartered in Austin, Texas. For more than a decade the company has been crafting the finest technology solution for enterprise wide, banking CRM+ infrastructure. In 2013, the company began expanding its product offering, extending it to a full-range of multi-channel eRelationship solutions that enhance a financial institution’s client relationships in a truly intelligent way byproviding a complete set of tools that effectively engage their customers across every channel—website, email, social media, mobile, and more—and leverage the data to effectively build strong, lasting relationships with every prospect and customer.
2370 FB users likes CoreTrac, Inc., set it to 4 position in Likes Rating for Austin, Texas in Bank/financial services category
Our CRM Solution, ResourceOne, goes beyond other CRM platforms to provide the insight necessary to communicate the right message at the right time to your clients and prospects.
Designed specifically for Financial Institutions, CoreTrac’s CRM solution integrates with your core to give a centralized, 360° view of clients.
With the insight ResourceOne supplies, Financial Institutions experience increased sales, enhanced employee productivity, and greater client satisfaction.
ResourceOne is made to integrate with your Financial Institution’s core and is customizable to fit your specific CRM needs.
Imagine being able to have complete insight into a client – their habits, preferences, and current status – as well as predictions of future behavior.
It transforms the way Financial Institutions communicate with clients by giving them the exact information needed to better serve clients and win more business.
For Capturing website leads
Automatically manage visitor’s requests so that your website provides client service & generates revenue 24/7/365.
For tracking products
Understand how to maximize the profit from each of your clients and products.
For any & all SQL Databases
Improve client service by automatically answering 95% of the questions submitted in your website’s search bar.
For optimized ads creation
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With access to 9 unique databases, Lead Generator finds you leads that match your most beneficial clients.
Since its founding in 2001, CoreTrac has worked closely with our clients to craft ResourceOne into a CRM solution that satisfies every demand of Banks and Credit Unions.
Over 150 Banks & Credit Unions have benefited from ResourceOne nationwide.
These include clients as large as $16 billion in assets, 30 clients with assets greater than $1 billion, and dozens more with assets below $1 billion.