Salestrekker

What is Salestrekker?

Salestrekker is a cloud CRM and loan-origination workflow platform used widely across Australian broking groups, with kanban pipelines, document collection, e-signatures and white-label options. It suits brokerages wanting one configurable system across origination and task management, and it underpins several aggregator-branded CRM offerings.

The facts

Vendor
Salestrekker
Pricing
per user / month
Australian support
Yes

Where it wins, where it doesn't

Pros

  • Broad feature surface: pipeline, docs, e-sign in one place
  • Proven at aggregator scale

Cons

  • Configuration burden lands on the brokerage
  • Interface shows its age in places

Who Salestrekker is not for

Brokers who want opinionated defaults out of the box — Salestrekker expects you to configure it.