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CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.
Pricing
$49-99/user/month
Founded
2015
Team size
11-50 employees
Headquarters
Sydney, Australia
At a glance
Best for
Financial Advisors
Integrates with
AnnatureDocuSignLoanQQualifiVideo conferencing+3
About Salestrekker
CRM and workflow platform for mortgage brokers and financial advisers with pipelines and compliance.
Buyer Fit & Positioning
Procurement & Fit
The vendor hasn’t added security, compliance, or commercial details yet. Tell us what you need and Cubbie will ask them.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Salestrekker
Salestrekker doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Salestrekker and Cubbie routes it to the vendor and our procurement team.
