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Trail CRM logo — Making great advisers extraordinary

Trail CRM

Making great advisers extraordinary

Founded 2017 New Zealand New Zealand 18 employees Financial Services

General Information

Company Name Trail CRM
Founded Year 2017
Location New Zealand New Zealand +1
Employees 18
Industries Financial Services
Social

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About Trail CRM

Trail CRM is a financial services startup founded in 2017 with the aim of empowering mortgage and insurance advisers. Recognizing the industry's struggle to operate a successful online broking business, the team developed a solution to address the challenges they experienced firsthand in their previous business, 'iRefi Mortgage & Insurance Advisers'. They observed the gap between clients' readiness to conduct business online and the lack of suitable software within the advice industry. This led to the creation of Trail CRM, with the goal of providing a powerful yet simple tool for mortgage and insurance advisers to accelerate sales and effectively manage their businesses. The company currently supports over 300 advisers in enhancing their advice businesses by offering the same tools they successfully used. The team consists of developers and salespeople committed to continuous software improvement and client support, emphasizing the importance of meeting clients' needs while working flexibly from anywhere.

Taxonomy: Online broking, Mortgage and insurance advising, Sales acceleration software, CRM software, Financial advice industry, Business process optimization, Client relationship management, Remote work solutions, Financial advisory support, Business growth support

No funding data available for Trail CRM yet.

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Trail CRM Alternatives & Competitors

Trail CRM vs
360 Lifecycle
360 Lifecycle United Kingdom

Data-rich practice management system for financial advisers. Grow revenue, manage clients and reduce...

36 employees
Financial Services, CRM and Sales
Trail CRM vs
EB Associates Group
EB Associates Group United Kingdom

EB Associates Group is a UK financial advisory business devoted to helping individuals with their fi...

10 employees
Financial Services, Insurance
Trail CRM vs
Burton and Fisher Financial Services
Burton and Fisher Financial Services United Kingdom

Trust, Integrity, Expertise

6 employees
Financial Services, Insurance

FAQ About Trail CRM

Making great advisers extraordinary
Trail CRM was founded in 2017.
Trail CRM is headquartered in New Zealand.
Trail CRM operates in the following industries: Financial Services.
Trail CRM has approximately 18 employees.
Top alternatives and competitors to Trail CRM include 360 Lifecycle, EB Associates Group, Burton and Fisher Financial Services, Excel Mortgage Corp.,USA, Swinton Accountants. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Trail CRM and 360 Lifecycle are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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