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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.

Key Features

• 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)