Salestrekker

Salestrekker

Adviser CRM platform

1 ratings
4 reviews
Free

Details

  • Released
  • Updated
  • July 4, 2017
  • June 4, 2020

Features

Salestrekker screenshot #1 for iPhone
Salestrekker screenshot #2 for iPhone
Salestrekker screenshot #3 for iPhone
iphone
ipad
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About

This finance CRM organizes leads and deals, facilitating client connections and team collaboration. It automates workflows, manages tasks, and offers integrated communication tools like video conferencing and VOIP.

Lead and deal organization
Client and partner connection
Team collaboration
Automated workflow actions
Task management
Document merge
Integrated communication tools
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What's New in Salestrekker

2.3

June 4, 2020

- General update for iOS 13 - Fixed bug with invalid phone numbers - Other minor bug fixes and performance improvements

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User reviews

Useless app

All I can see is a list of my deals. I can’t do anything with them - there is no way to update, review or do anything. This is another example of a company writing a poor app that simply is unusable.
I’d like to give it zero stars to match the functionality.

Really user friendly app that helps me run my biz on the go

This is 100 years ahead of any other broker CRM solutions I’ve used in the past 10 years. It made my business streamlined and I was able to share my progress with my team. Love it!

Best CRM in the market

The app is great, love the features and I’m sure there are more to come.
SalesTrekker is BY FAR the best broker CRM in the market. I don’t know how brokers could use anything else

The best mortgage broking CRM

I have been searching for years and VowNet/Salestrekker is hands down the best CRM in the country. It is miles ahead of its competitors and improving every day.

Please note you need to be subscribed to Salestrekker to use this app. Talk to your aggregator, Salestrekker directly or Premium Broker Pty Limited if you need to know more.
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FAQ

What is Salestrekker used for?

Salestrekker is a CRM and adviser solution designed for finance brokers and lenders. It helps organize leads and deals, connect with clients and partners, and automate workflow actions.

What communication features does Salestrekker offer?

Salestrekker includes features for video conferencing, VOIP phone, and SMS. It also supports electronic signatures for a seamless client interaction process.

Is Salestrekker secure for financial data?

While the description does not detail specific security protocols, as a CRM platform for finance professionals, it is expected to adhere to industry standards for data protection. Users should verify specific security measures with the developer.

What devices is Salestrekker available on?

Salestrekker is available for iPhone, iPad, and iPod devices, making it accessible for users on the go.

How often is Salestrekker updated?

The latest version, 2.3, was released on June 4, 2020. The app was initially released on July 4, 2017, indicating a history of updates.

What is the user sentiment for Salestrekker?

Based on the available data, Salestrekker has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive initial user experience.

Does Salestrekker have ads?

No, Salestrekker does not contain advertisements, providing an uninterrupted user experience.

What is the age rating for Salestrekker?

Salestrekker has an age rating of 4+, making it suitable for a wide range of users.