BOOK YOUR FREE SALESTREKKER DEMO
Salestrekker CRM is a workflow automation tool, packed with features. Organise your clients and deals, collaborate with your team and business partners, connect with your clients and automate actions as your deal progresses.
- Client portal (client updates, document and data upload by clients)
- Partner portal (partner updates, document and data upload by business partners)
- Video conferencing (record a video call and screen share with your clients)
- eSignatures (send documents to sign electronically)
- Email and SMS marketing (send HTML email and SMS marketing campaigns)
- Automated email and SMS notifications (client and user updates and reminders)
- VOIP phone and SMS integration (make and record phone calls and SMS)
- Birthday automation (automated HTML birthday emails to your contacts)
- Automated document production (merge docx and PDF documents)
- Task automation (create and allocate tasks)
- Broker tools (calculators and comparison tools for mortgage brokers)
- iOS and Android apps (use Salestrekker on the go)
- Slack and Dropbox integrations (integrations with key productivity tools)
Request a Demo
Get Salestrekker customised for your organisation. Book a demo today and start your free trial.
... or contact us:
Please complete form below and one of our team members will get in ouch with you shortly.