Why use this solution?
Unified customer view
Build stronger connections with your clients using a centralized data view across all their experiences and communications with you. With one unified view you’ll be able to build better relationships, sell more and expand every opportunity.
Always personalized, always on
CoreTrac goes beyond other platforms, giving you the deep insight you need to craft bespoke communications for all your clients and prospects: the right message, at the right time. It also automatically manages online requests so that your website can serve clients and generate revenue 24/7.
CoreTrac CRM will integrate with your operations seamlessly to unify how you manage client relationships. Enhance your sales and pipeline management, case and support management, knowledge management, profitability tracking, employee performance tracking and much more.
Sophisticated yet super easy to use, you’ll be empowered to build better relationships with your customers and achieve real operational efficiency. The results are tangible, delivering more revenue growth for your organization, more cross-selling opportunities than ever before and more deals closed.
See all your crucial data in once place with CoreTrac's Action Center, a comprehensive collection of dynamic data views that can be configured to your needs.
Visualize your data with easy to digest reporting. Track sales opportunities, view pipelines and manage employee performance.
On customer records, Snapshot pops up to show you a collection of relevant data drawn from several sources within CoreTrac, including cases, cross sell opportunities and marketing campaigns.