Who We Are

Company Overview

CoreTrac, Inc. is a privately held company headquartered in Austin, Texas. The company is dedicated exclusively to providing easy-to-use and affordable Client Relationship Management (CRM) & Sales Force Automation (SFA) software architected specifically for community financial institutions.

CoreTrac, Inc. delivers the highest quality technology to elevate your team’s performance and enhance growth in your community. Our software minimizes missed opportunities & revenue “leakage” due to poor handling of leads and referrals; helps banking professionals make better informed decisions that drive toward strategic goals while developing stronger client relationships. It improves a community financial institution’s overall understanding of current relationships with clients, captures content on prospects, tracks incentive compensation for employees, and generates on-demand activity reports to keep management well-informed.

CoreTrac is unmatched in meeting the market’s distinct pricing and functionality needs. CoreTrac has grown steadily since inception in late 2001, and today has more than 100 community financial institutions ranging from $35M-$15B+ in assets with varying organizational structures.