CoreTrac ResourceOne


Financial institutions that utilize ResourceOne have the ability to leverage analytics to attain data-based insights into their pipeline and immediately take action to achieve measureable improvements to sales pipeline performance. 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 to 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. ResourceOne delivers the power to automate:

  • Lead and referral tracking
  • Contact and pipeline management
  • Calendar synchronization
  • Next-best product cross-sell recommendations
  • Profitability tracking
  • Service Center case management
  • Up-to-date marketing campaigns
  • Employee incentive, compensation, and goal performance tracking
  • Comprehensive management reports

CoreTrac’s ResourceOne provides a simple, straightforward pricing structure so there are no nasty surprises down the line. Our clients benefit from a low total cost of ownership with unlimited users. The difference is clear, so before you commit to any other system and the complexities that go along with them, take a look at why financial institutions across the country ranging from $50M – $15B+ in assets are choosing CoreTrac’s ResourceOne as their integrated CRM/SFA solution.

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