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Trail CRM

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Software to support the growth of the world's top mortgage and insurance brokers.

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Trail CRM Overview

Trail CRM is a dynamic customer relationship management platform designed for small to medium-sized businesses seeking to enhance their customer engagement and sales processes. It offers a simplified, user-friendly interface that allows for easy tracking of customer interactions, sales opportunities, and task management. The software supports the creation of customized workflows to automate repetitive tasks, improving efficiency and allowing teams to focus on more strategic activities. Trail CRM's integration capabilities with email, social media, and other business tools enable a unified approach to customer communication. Its analytics and reporting features provide valuable insights into sales performance and customer behavior, helping businesses make informed decisions. Trail CRM is ideal for companies looking to streamline their CRM processes without the complexity of larger systems.

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Trail CRM Screenshot & Video

Contact Details

  • Vendor Name Trail
  • Founded 2014
  • Location New Zealand
  • Employees 1-10

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

Trail CRM Features

Trail CRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
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Trail CRM FAQs

  • No, Trail CRM does not offer a free version.

  • No, Trail CRM does not offer any free trial.

  • No, Credit Card details are not required for the Trail CRM trial.

  • No, Trail CRM does not offer an API.

  • Trail CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Trail CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Trail CRM supports the following languages:
    • English

  • Following are the typical users of the Trail CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • Trail CRM supports the following deployment:
    • Cloud Hosted

  • Trail CRM supports the following devices and operating systems:
    • Web-Based