Complaint Tracking & Management Software

Streamline Your Bank or Credit Union's Complaint Management

Eliminate spreadsheets and increase customer satisfaction with complaint tracking and complaint management

Route and Track Complaints

Easily track and route complaints to the correct personnel

  Enter detailed complaint including product and more

  Route the complaint to the correct personnel

  Track complaints and resolution for increased compliance

Complaint Trends

Quickly identify complaint trends

  Set sales goals per employee and products

  Simple dashboard to keep staff on track

  Automated weekly sales reports sent to staff


Quick Resolution

Decrease resolution time

  Assign commissions to 

  No more excel spreadsheets for sales tracking

  Automated accounting reports

Complaint Reports

Generate instant complaint reports

  Create custom reports

  Generate reports within minutes

  Automated reports emailed to sals staff and managers

Discover How ReferTrac Is Helping Banks & Credit Unions Improve Customer Satisfaction