CoreTrac Relationship Builder

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Educate new customers with onboarding campaigns; automate campaigns based on clicks, demographic criteria or time; increase attendance and strengthen follow-through for seminars; and chase delinquent accounts with our reminder series. Whether you’re an HTML genius or just starting out, CRB is easy to learn and simple to use. Upload HTML files and images that you create in other programs or create a file in CRB from scratch. You can even personalize your messages to customers-It’s easy with CRB. Set up dynamic content that changes names, simple text, images or even entire layouts.


  • SPAM Checker
  • A/B Split Testing
  • Easy Image Managing
  • Triggered Emails
  • WYSIWYG Email Editor
  • Built with Financial Institutions in mind
  • Mobile Messaging Available!


Create surveys on your own and distribute them to customers via multiple channels. Create your survey with our WYSIWYG editors and question guides, or give us a list of questions and let us create the survey for you. Data is only accessible via secure login, so you can trust that customer’s responses stay between you and them. Pair our survey solutions with Relationship Builder and get a better picture of your respondents than ever before. Use unique ID numbers to identify respondents or create anonymous surveys for general, non-specific data gathering.

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