iCore/CRM embeds full-featured customer relationship management directly into your iCore workflow.

DCI continues to bring you superior solutions to help maximize efficiency and profitability at your bank, now with the innovative iCore/CRM™, the latest advance in embedded iCore functionality, powered by CoreTrac.

iCore/CRM is an optional customer relationship management tool that helps you discover and expand new ways to manage your customer relationships for greater loyalty, satisfaction and profitability, and ensure opportunities aren’t overlooked.

Overview
iCore/CRM helps you implement sales and service cultures that improve your bottom line by tracking leads and referrals, recommending products based on customer demographics, developing targeted and trackable marketing and incentive campaigns, increasing cross-sell opportunities, managing pipelines, creating custom reports and more.

With iCore/CRM, you’ll also achieve more effective marketing, increased client retention, increased productivity, and increased employee retention. And real-time reporting by product, employee, department and branch ensures accountability and control.

Embedded Ease
iCore is built for simplicity and efficiency. And efficiency means money, so just like everything else in iCore, iCore/CRM is also simple and efficient to use. iCore/CRM features single-sign-on capability, eliminating the need to juggle multiple applications, logon passwords, etc. Once you’ve logged into iCore, just select iCore/CRM from the main menu and go. Plus, you’ll access and complete routine items like referral forms directly from the iCore menu to be tracked by iCore/CRM without having to touch other iCore/CRM screens.

A Partnership of Quality
iCore/CRM begins with the industry-leading technology partnership of DCI and CoreTrac. DCI doesn’t take partnerships lightly, and only chooses partners that demonstrate our shared values, commitment to excellence, and dedication to your satisfaction and success. This partnership honors DCI’s tradition as a privately held corporation dedicated exclusively to providing simple and affordable solutions tailor-built for community banks like you with the right mix of product and price. The iCore/CRM team of professionals has deep experience in technology and banking, and we are exclusively focused on your distinct needs.

Product Development for You
At DCI, our customers are the company, so your success is our success. And because you rely on iCore and DCI to meet perhaps the most sensitive and mission-critical functions at your bank, we work hard to understand, anticipate, and meet your needs as well as you do. Already, DCI customers have been instrumental in helping design features for iCore/CRM. When developing new capabilities for iCore/CRM you can be sure that our DCI and CoreTrac teams will work closely with users and each other to ensure you get the kind of meaningful capabilities you need.

We believe that iCore/CRM is a terrific feature addition to iCore that can open great opportunities for you.

Contact us today at (620) 694-6800 or email us for more information or to schedule a detailed demonstration of how iCore can help you. Remember, when it comes to banking technology, its DCI…just ahead.