CoreTrac, Inc. Celebrates 10 Years of Delivering Banking-Specific CRM/SFA Solutions

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A decade of superior service, products, and value

CoreTrac, Inc., provider of ResourceOne and LINK, the easy-to-use and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) solutions specifically architected for community financial institutions, celebrates 10 years of providing community banks and credit unions with innovative banking-specific solutions.

A decade ago, CoreTrac was formed with the idea to develop an industry-specific CRM/SFA software solution to help community financial institutions minimize missed opportunities and revenue leakage due to poor handling of leads and referrals, and help banking professionals make better informed decisions that drive toward strategic sales goal attainment with greater pipeline visibility and sales forecasting.

Since it’s founding in 2001, and acquiring its first customer in October of the same year, CoreTrac, Inc. has experienced steady, consistent growth serving community financial institutions looking to enhance their sales and service culture. After hundreds of thousands of development hours, continuous improvement through many version releases, and highly regarded industry partnerships, ResourceOne and LINK are now used in more than 110 financial institutions nationwide.

“It’s exciting to look back at what CoreTrac has accomplished over the last decade. Our success is a testament to the dedication of our employees who strive to deliver only the best software and service to the industry and to our customers,” said Dan Martin, President at CoreTrac, Inc.

CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its easy-to-use and affordable CRM/SFA solutions, ResourceOne and LINK, to community financial institutions. The ResourceOne solution delivers the power to manage opportunities through:

  • Lead and referral tracking
  • Contact and pipeline management
  • Next-best product cross-sell recommendation
  • Profitability tracking
  • Service Center case management
  • Up-to-date marketing campaigns
  • Employee incentive, compensation, and goal performance tracking
  • On-demand, comprehensive management Reports

For more information about CoreTrac, Inc., ResourceOne and LINK, please visit http://www.coretrac.com or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler(at)CoreTrac(dot)com.

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Ashley Stifflemire
CORETRAC, INC.
(512) 236-9120
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