CoreTrac’s ResourceOne, the easy-to-use & affordable client relationship management (CRM)/sales force automation (SFA) solution is used nationally by community banks and credit unions of all sizes to elevate their team’s performance and enhance growth within the communities they serve. At CoreTrac, we measure our success by the level of our clients’ satisfaction.

Client Testimonials:

“We needed a system that could assist with tracking that first prospective handshake and elevate it into a new client with appropriate staging and reporting. After extensive research of multiple vendors, we saw a clear value in how CoreTrac’s banking-specific platform will support our sales and service culture.”
-WedBush Bank

“The robust functionality of ResourceOne provides our employees with the necessary tools to better manage our members’ information. ResourceOne was created with community financial institutions in mind.”
-Visions FCU

“In our evalution of customer contact management and sales tracking automation systems, we recognized that the banking-specific features and functionality of CoreTrac’s ResourceOne was the obvious choice for our community bank as we center on building a strong financial future with our clients.”

“As we continue to grow and provide sound financial services to the people in our community, we felt CoreTrac’s ResourceOne was the best fit to help us achieve our vision of exceptional member service by providing value to our members each day to help them improve their financial situations.”
-Shell FCU

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