Solutions…to build a stronger sales force!

CoreTrac ResourceOne

ResourceOne is a robust, core-integrated, easy-to-use CRM/Sales Force Automation solution that is provided exclusively to community financial institutions at an excellent price-to-value relationship. Integrated to your core and other 3rd-party data platforms, ResourceOne will help all employees of your organization easily adapt to client expectations, meet sales information and management needs, and provide exceptional service. We get you installed quickly and help you roll it out at your desired pace.

CoreTrac Link

If you’re not quite ready for an end-to-end comprehensive enterprise CRM/Sales Force Automation solution right now, but are in need of an easy-to-use, secure, browser-based software application running on your internal network, then CoreTrac Link is the tool you need today.

No longer will you have to force fit your business model into generic solutions that service multiple industries, instead, begin leveraging the tools of Contact Management, Lead/Referral Tracking, Pipeline Management, Compensation Scoring and Management Reports that make sense to financial institutions from day one!