About Us

Company Overview

CoreTrac, Inc. is a privately held company headquartered in Austin, Texas.  The company is dedicated exclusively to providing easy-to-use and affordable Client Relationship Management (CRM) & Sales Force Automation (SFA) software architected specifically for community financial institutions.

We deliver the highest quality technology to elevate your team’s performance and enhance growth in your community.  Our software minimizes missed opportunities & revenue “leakage” due to poor handling of leads and referrals; helps banking professionals make better informed decisions that drive toward strategic sales goal attainment with greater pipeline visibility and sales forecasting; and motivates employees with accurate compensation and rewards while developing stronger client relationships.  It improves a community financial institution’s overall understanding of current relationships with clients, captures content on prospects, track incentives for employees, and generates on-demand activity reports to keep management well-informed.

CoreTrac is unmatched in meeting the market’s distinct pricing and functionality needs.  After five years of intense research and development, CoreTrac has grown steadily since inception in late 2002, and today has more than 100 community financial institutions ranging from $10M-$10B in assets with varying organizational structures.

Product Overview

CoreTrac’s ResourceOne delivers the power to track leads and referrals; recommend products based on demographics; create and manage marketing campaigns; set employee goals and measure performance; create reports; and integrate multiple data sources for a complete picture of client and prospect relationships.  ResourceOne integrates to your core and other third party systems (e.g. Brokerage, Insurance, Credit Card, Trust, Mortage, Platforms, etc.)

Using the latest Microsoft technology, ResourceOne is an easy-to-use, secure, browser-based software application running on the financial institution’s internal network.  The system, which is exclusively designed for community financial institutions, delivers the power to manage business opportunities by:

• Tracking leads and referrals
• Recommending products based on demographics
• Creating and managing marketing campaigns
• Manage service case issues
• Setting employee goals and measuring performance
• Creating reports
• Integrating multiple data sources for a complete picture of client and prospect relationships

Business Benefits

With ResourceOne, you will:

• Deepen your relationship with your client by seeing all the information on one screen; and offering the right services at the right time
• Measure staff productivity (e.g. how man pipelines worked vs. how many accounts booked)
• Increase revenue by taking advantage of one of your key resources: cross-selling into the client base
• Minimize (or eliminate) missed opportunities & revenue “leakage” due to poor handling of leads and referrals
• Make better informed decisions that drive toward strategic goal attainment with greater pipeline visibility and sales forecasting
• Motivate employees with accurate compensation and rewards while developing stronger client relationships
• Synchronize calendars, events & tasks with Outlook, Lotus Notes, Groupwise and PDA’s

Chris Ney
CEO and Founder

Dan Martin
President and COO

Patrick McClain
Chief Financial Officer

Kirby Haltom
Chief Technology Officer

Alan Buhler
VP Sales & Marketing
 
Jason Watanabe
VP Technical Operations