Marquis’ easy to implement CRM software application, designed exclusively for banks and credit unions, is powerful enough to manage the most sophisticated challenges.

Deepen Relationships

Customer value and engagement data allows you and your teams to identify and act on discovered opportunities.

360-View of Relationship

A single source of reference for your customer and member relationships.

Incentive and Pipeline Tracking

Track and manage your sales pipeline, referrals, and internal incentive plans in a single location.

CRM Software

CallTrax, our CRM solution, is designed exclusively to serve financial institutions. A CRM system is only as good as the data. CallTrax is updated daily from ExecuTrax ensuring marketing and sales are always on the same page.

Contact us for more information about our CRM software.