Bank & Credit Union SAAS Workflow Software Business
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ProTrac.com is SAAS workflow software for Banks and Credit Unions. The software system has several customers and has a lot of opportunity to scale.
Banks and credit unions need to automated work flows and are behind the times. ProTrac has several modules that automated needed workflows to improve efficiencies. The current workflow modules are Contact Management (CRM), Referral Management, Leads Management (new), Onboarding Workflow (new) and Complaint Management.
A lot of opportunity if more sales efforts were to be established. Current owner owns multiple businesses and does not have the time to do sales. There is a current referral source that the owner would continue with new owner.
The business has minimal overhead and is very profitable with the current clients.
Banks and credit unions need to automated work flows and are behind the times. ProTrac has several modules that automated needed workflows to improve efficiencies. The current workflow modules are Contact Management (CRM), Referral Management, Leads Management (new), Onboarding Workflow (new) and Complaint Management.
A lot of opportunity if more sales efforts were to be established. Current owner owns multiple businesses and does not have the time to do sales. There is a current referral source that the owner would continue with new owner.
The business has minimal overhead and is very profitable with the current clients.
About the Business
- Years in Operation
- 5
- Employees
- 2 (1 Full-time, 1 Part-time)
- Currently Relocatable
- Yes
- Website
- https://protrac.com
- Opportunities for Growth
- Banks and credit unions need to automated work flows and are behind the times. ProTrac has several modules that automated needed workflows to improve efficiencies. Endless opportunity if more sales efforts were established. Current owner owns multiple businesses and does not have the time to do sales.
About the Sale
- Transition Support
- Owner will transition and train new owners. Opportunity to have the owner still involved with design and development. Owner will continue referral sources.
- Financing Options
- None
Listing Info
- ID
- 2450746
- Listing Views
- 70
Business Location
Listing ID: 2450746 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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