Finance and Coffee
4 days ago · 3 min read
28 April 2025 – Purple Circle Financial Services is the latest group to go live with Salestrekker 2.0, as part of the continued national rollout of Australia’s only fully integrated lending, origination and CRM platform.
Purple Circle has been able to move quickly in adopting the new platform, bringing brokers along with them through a highly organised implementation and training program. From day one, the group has shown a strong commitment to ensuring its brokers are set up to make the most of Salestrekker 2.0’s features — with a clear focus on building confidence, improving workflows, and delivering better client outcomes.
Frank Paratore, Director of Purple Circle, said the rapid implementation of Salestrekker 2.0 is aligned with the group’s long-held belief in supporting brokers with the right tools, not just more tools:
“Technology should help brokers run their business more efficiently – and that’s what Salestrekker 2.0 does. Our job is to make sure our brokers are supported to get the most out of it.
“We deliberately took a structured, staggered approach. It was training, training, training – deep dives, Q&As, and hands-on sessions. We had the luxury of transitioning from a robust system into what I call the Rolls Royce of platforms – Salestrekker 2.0. It’s not about fixing something broken, it’s about levelling up.”
Paratore also highlighted the strength of the partnership between Purple Circle and Salestrekker: “With support and direct conversations with Salestrekker founder Dalibor Ivkovic and customer success lead Heather Gallagher, Purple Circle had both guidance and influence every step of the way.”
Salestrekker 2.0 is designed as a one-platform solution that brings together lending, origination and CRM with Open Banking, real-time collaboration, digital compliance, and seamless integrations to lenders and fintech systems. Salestrekker 2.0 highlights include customised client portals, policy search tools and in-built property reports and calculators. The platform also supports multiple finance types, including mortgages, commercial loans, and asset finance.
Dalibor Ivkovic, CEO of Salestrekker, said Purple Circle’s readiness and commitment to broker success made the rollout smooth:
“The team at Purple Circle has been incredibly well prepared and proactive. They’ve taken this rollout seriously and are doing the work to help their brokers adopt the platform properly. For us, it’s great to see a partner recognising how central tech can be to broker success – and putting in the time to make that happen.”
With Salestrekker 2.0 now in place, Purple Circle brokers have access to a modern platform designed to cut down admin, improve transparency, and give them more time to focus on their clients.