Overview
CRM Trail is a CRM software for brokers, consultants, and advisory teams that centralises client records in a single accurate database with a branded client portal. Lead capture from social media, automated distribution, and a visual pipeline drive conversion, while reminders for fixed-rate reviews, policy anniversaries, and birthdays keep relationships warm. Gmail and Outlook integration logs emails automatically for compliance, and Android, iOS, and web apps let teams work from anywhere.
Key Features
6 capabilities across the CRM Software workflow.
Branded Client Portal
Customisable portal where clients submit documents and track their own requests
Social Lead Capture
Pull leads directly from social media platforms into the pipeline automatically
Visual Sales Pipeline
Drag-and-drop pipeline visualises deal stages and forecasts conversion outcomes
Event Reminders
Alerts for rate reviews, policy anniversaries, and client birthdays drive retention
Gmail & Outlook Sync
Auto-store email conversations under client profiles for compliance archives
Mobile Apps
Dedicated Android and iOS apps let field teams manage leads and clients on the go
Pricing Plans
All prices in INR. Contact vendor for enterprise & annual discounts.
Custom
flat · custom billing
- Client portal
- Lead capture
- Pipeline
- Mobile apps