CoreTrac CRM Reviews
CoreTrac CRM

CoreTrac CRMPricing

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CoreTrac CRM Pricing Overview

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What is CoreTrac CRM?

Designed specifically for community banks and credit unions, the CoreTrac CRM solution from Avolin gives users a centralized, 360-degree view of clients. With it, the vendor states financial services company workforces will become enabled to deliver outstanding customer experience outcomes.

Offerings

  • Does not haveFree Trial
  • Does not haveFree/Freemium Version
  • Does not havePremium Consulting/Integration Services

Entry-level set up fee?

  • No setup fee

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CoreTrac CRM Alternatives Pricing

The following is a quick overview of editions offered by other software in similar categories

Creatio

What is Creatio?

Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom. The Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.…

Redtail CRM

What is Redtail CRM?

Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Zinnia SmartOffice

What is Zinnia SmartOffice?

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.