Salestrekker is a cloud-based customer relationship management (CRM) and workflow platform designed for finance brokers, mortgage brokers, and lenders. It helps streamline the loan application process, manage client relationships, and track sales pipelines. Key features include document management, lead tracking, task automation, and real-time collaboration with teams and clients. Salestrekker integrates with third-party tools and financial platforms, offering a seamless experience for managing client data and compliance. Its user-friendly interface and custom workflows allow professionals to efficiently manage applications, automate tasks, and provide a better client experience throughout the lending process.
This creates a contact record in Salestrekker using the information from the chat session. A side panel will open, allowing you to edit the contact's details. To complete the process and create the contact record, click the green checkmark in the chat window.
This creates a Deal record in Salestrekker using the information from the chat session. A side panel will open, allowing you to edit the Deal's details. To complete the process and create the Deal record, click the green checkmark in the chat window.
This extracts all details in a contact record from Salestrekker into the chat session, allowing you to query the information using prompts in the chat window.
This extracts all contacts from Salestrekker into the chat session, allowing you to query the information using prompts in the chat window.
This extracts all details in a Deal record from Salestrekker into the chat session, allowing you to query the information using prompts in the chat window.
This extracts all Deals from Salestrekker into the chat session, allowing you to query the information using prompts in the chat window.