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Make transaction line interactions count.

Designed as a companion to sit above your transaction processing software.

The toolbar auto-populates each client's CRM profile as your team processes transactions. Respond to system prompts on potential cross-sale opportunities tailored to the client. 

How it works

TRA Toolbar filled with client information

Your transaction processing software or core goes here. 

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No toggling between windows. CRM info is always at the top of the screen.

Bring the CRM to your team and increase the value of customer initiated touchpoints.
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