Overview
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…
Leaving a review helps other professionals like you evaluate Financial Services CRM Systems
Be the first one in your network to review CoreTrac CRM, and make your voice heard!
Get StartedPricing
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.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
Alternatives Pricing
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.
What is Ebix SmartOffice?
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management,…
Product Details
- About
- Tech Details
What is CoreTrac CRM?
CoreTrac CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
