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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. 

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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