Sales Tracking Software

Streamline Your Bank or Credit Union's Sales Tracking & Reporting

Eliminate spreadsheets and manually financial institution sales tracking and reporting

Sales Tracking

Easily track your sales efforts in your bank or credit union

  Enter sales manually and/or through an API

  Track sales, fees, commissions and more

  Track all your sales products and services

Sales Goals

Keep sales staff on track with their sales goals

  Set sales goals per employee and products

  Simple dashboard to keep staff on track

  Automated weekly sales reports sent to staff


Commission & Incentives

Track your sales commissions and incentives with no effort

  Assign commissions to 

  No more excel spreadsheets for sales tracking

  Automated accounting reports

Sales Reports

Generate instant sales reports

  Create custom reports

  Generate reports within minutes

  Automated reports emailed to sals staff and managers


Integrate with your system for seamless customer data.

  Integrate with your core to pull sales data

  IT staff can use API for referral verification

  Eliminate data entry 

Discover How ReferTrac Is Helping Banks & Credit Unions Grow