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
FirstRain

Stay in the know with just-in-time sales & marketing intelligence to increase customer engagement and grow revenue.

Learn More UNLIMITED

Blog Posts

Unlock Your Data: How RAG Integrates Knowledge into AI Responses

Feb 28, 2024

Unlock Your Data: How RAG Integrates Knowledge into AI Responses

Your enterprise data holds a wealth of valuable insights. Learn how RAG empowers AI to tap into this…

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IgniteTech Announces Diamond Sponsorship at Generative AI Expo, part of the #TECHSUPERSHOW.

Feb 8, 2024

IgniteTech Announces Diamond Sponsorship at Generative AI Expo, part of the #TECHSUPERSHOW.

IgniteTech™, the enterprise software powerhouse known as "Where Software Goes to Thrive™”, today…

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How GenAI is transforming the workplace

Jan 18, 2024

How GenAI is transforming the workplace

The workplace is undergoing a transformative shift with the integration of GenAI. GenAI refers to AI…

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Collaboration 2.0 - Jive's 5 Strategies for Better Teamwork

Jan 10, 2024

Collaboration 2.0 - Jive's 5 Strategies for Better Teamwork

Effective collaboration is key to increasing team productivity. Leveraging modern technology…

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The Future Now: Exploring the Top Tech Trends of 2024

Jan 4, 2024

The Future Now: Exploring the Top Tech Trends of 2024

This blog post offers a comprehensive look at the most influential tech trends of 2024, from the…

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How to build a strong customer culture in your company

Dec 23, 2023

How to build a strong customer culture in your company

Explore the essentials of building a strong customer culture in our latest blog post. Learn the…

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