All features to make your work easier
These is a selection of some relevant features that come with your subscription to Salestrekker
Customisable Workflows
Create your own workflows and supercharge with automations
Extensive Broker tools
Home loan, asset finance and commercial loan tools, products and calculators
Conditional Automation
Reduce workload by conditionally automating everything in your process
Salestrekker Premium
Expand your standard Salestrekker with some super tools
Client Portal Access
Give your clients access to their deals.
Salestrekker AI
Use of AI technologies in Salestrekker
E-Signature Integration
Fully embedded Annature or DocuSign option to electronically sign your documents
Full CRM Functionality
Lead generation, end-to-end lodgement processes and sales tools all in one place
Extensive Integrations
Over 50+ integrations that enrich your CRM experience
Video Conferencing
Make and record video meetings
Data Security Enforcement
Use of MFA, encryption, permissions and monitoring to ensure your data is safe
Detailed User Permission Settings
Refined settings of what users roles can and cannot see in the CRM
Live Support and Knowledge Base
Live chat support six (6) days per week and extensive knowledge articles
LoanQ Integration
Industry leading personal loan and asset finance platform
WebloanQ
A website plugin for leads, self service calculators and comparison tools
Email integration
Redirect your emails for automated and manual attachament to contacts and deals
Enterprise Portal
User management, reporting and audit access for Aggregators using Salestrekker
Lender Library
Lender forms, policy and calculators
Document Engine
Create word and PDF documents using information saved in the CRM
Lender Lodgement Options
Multiple lender gateways and direct lodgement options, covering over 50+ lenders
Mobile Application
iOS and Android applications
Open API
Integrate your favorite applications using GraphQL API playground
Partner Portal
Receive leads and keep your referral partners up to date
Personalisation Options
Make Salestrekker look and feel how you or your organisation like it
Quick Tools
Calculators and worksheets when you are on the go
Webforms and Access Referrals
Use Webforms and Access Referrals to get leads into your website or from other Salestrekker users