
Salestrekker is the CRM partner for aggregators like SFG, YBR, Vow Financial, Purple Circle and many more. It can handle multiple vertical workflows such as Mortgage, Commercial and Asset finance.
If you are looking to use the platform independently of aggregator association then check out Basetrekker. Salestrekker is one of the most robust CRMs available in the Broker industry.
If any detail about this product or service isn't quite right, or if we've misunderstood how it works, we'd love to hear from you. Share your feedback and help educate us!
This feedback is not used for public reviews and your personal details will remain private.
Get started for FREE with step-by-step workflow playbooks that show you how to capture leads via your CRM, onboard clients using AI Automations, and track revenue growth with the right broker tools.