Financial Institution

Workflow Solutions

Increase productivity with turn-key workflow solutions designed specifically for Banks and Credit Unions.

ReferTrac

Referral Management Software
ProTrac makes the referral process easy and seamless that results in more referrals and sales. No more lost opportunities to sell more products per household.

ContactTrac

Contact Management Solution
Never miss an opportunity for a sale again. A 360 view of your contacts, task management and follow-ups will keep your contacts organized and increase sales.

ReferTrac is simple and easy to use referral system that has shown results in communication and accountability of staff! We previously did not have a referral program and since implementing ReferTrac our referrals have increased substantially.

Dennis Vogel - President Citizens Bank

ReferTrac has taken the manual process out of our referral tracking saving research hours and money. They worked with us and our individual products requests to match what we needed for our end result. This process is so simple that all new employees can review and easily use our ReferTrac software without in person training.

Cindy Doran - AVP Farmers National Bank

Before ReferTrac, we were sending referrals through email without tracking them. Since implementing ReferTrac are referrals have increased 120% and sales have grown. Implementation took less than a week and after one virtual training session, all staff was able to use the system efficiently.

Steve Peotter - CEO One Community Bank

Simple Pricing and Easy Implementation

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