Bank & Credit Union Contact Management
360 View Of Contacts, Tasks and Products & More
Never miss an opportunity again with simple contact management for your bank or credit union.
360 View
Know everything about your customers
Track products at other financials
View referrals, complaints, notes and sales all in one spot
View upcoming tasks for prospects
Track calls, emails and notes
Follow-Up Tasks
Never miss a follow-up again with simple follow-up tasks.
Add tasks for follow-up
Integrate with Outlook
Products
Track your prospects products at other financials.
Track mortgages and rates at other financials
Track loan renewals
Track deposit maturities and more
Tracking
Track calls, emails and notes with contacts.
Keep an ongoing history of staff contacting prospects
Automated manager referral reports
