Leads

Turn prospect lists into conversations.

Load a campaign list and each name becomes a lead for one of your bankers. They log their calls as they go, and anything left too long gets flagged to their manager.

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Quick to set upStaff training included

Lead list with each lead's status, kind, opportunity and the banker working it

Bring in your lists

Load the prospect lists you buy or build.

A banker on each lead

Hand each lead to the right person.

Calls logged

See each call attempt and how it went.

Follow-up tasks show up on their own.

When a banker takes a lead, the follow-up tasks land on their list. If one runs late, their manager finds out.

Know which leads are worth another call.

Bankers note how each call went and where the lead stands. Managers can see at a glance who's interested.

Different lists, different follow-up.

CD rate shoppers, loan prospects and branch sign-ups each get their own follow-up plan.

Also in Leads

Each lead linked to the customer's record
Lead reports by branch, region and banker

Works well with

Onboarding & Workflows

Give new customers the same checklist every time, and loop in a manager when a step runs late.

CRM

A page for each customer with their accounts, notes and history with you.

Reports & Dashboards

Dashboards for each person, reports for managers and monthly numbers by email.

See ProTrac in action

We'll spend 30 minutes in 46 Trust, our demo institution, using your terminology. Bring whatever questions you have.

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