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.
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.
CoreLogic RP Data
Dropbox
Equifax
Illion
Glass’s Guide
Google Drive