CORETRAC SOLUTION OVERVIEW

Why CoreTrac?

  • Unified Customer View
    With one unified view, you’ll be able to build better relationships, sell more and expand every opportunity.
     
  • Always Personalized, Always On
    Deliver the right message at the right time — always.
     
  • Easy Integration
    Integrate with your operations to seamlessly unify how you manage client relationships.
     
  • Grow Revenue
    The results are tangible, delivering more revenue growth for your organization, more cross-selling opportunities than ever before and more deals closed.
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  • Action Center
    See all your crucial data in one place with CoreTrac's Action Center, a comprehensive collection of dynamic data views that can be configured to your needs.
     
  • Powerful Reporting
    Visualize your data with easy-to-digest reporting. Track sales opportunities, view pipelines and manage employee performance.
     
  • Helpful Snapshots
    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.

NEW GENAI COPILOT FEATURE

Coretrac CoPilot is a GenAI personal assistant that automates report analysis. It quickly synthesizes complex data on branch performance, referrals, and pipelines, delivering concise, actionable summaries. By delivering rapid insights for strategic planning, CoPilot streamlines decision-making and gives executives more time for other priorities.

BENEFITS
  • Time-Saving: Eliminate the hours spent on manual report analysis, freeing up valuable time for other tasks.
  • Actionable Insights: Quickly identifies the most critical performance indicators and trends, allowing for data-driven decision-making.

Resources

CoreTrac Solution Overview
CoreTrac Solution Overview
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CoreTrac Consulting Services
CoreTrac Consulting Services
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CoreTrac Support Services
CoreTrac Support Services
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COMPLEMENTARY IGNITETECH UNLIMITED SOLUTIONS

Check out the solutions below, available free as part of your CoreTrac subscription:

AlertFind

Enterprise notifications to communicate important information, monitor responses and verify staff safety.

Learn More UNLIMITED

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