Trail CRM
Financial Services • 
Auckland, Auckland, New Zealand • 11-20 Employees
Company overview
| Headquarters | 1 Ara Tai Road, Half Moon Bay, Auckland, Auckland 2012, NZ |
| Phone number | +6496001600 |
| Website | |
| NAICS | 52 |
| Keywords | Mortgage Broker, Financial Advice, CRM, Insurance Broker, Registered Financial Adviser, Authorised Financial Adviser |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contact at Trail CRM
Benjamin Krebs
Founder & Director
Trail CRM Email Formats
Trail CRM uses 2 email formats. The most common is {first name} (e.g., john@gettrail.com), used 93.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@gettrail.com | 93.8% |
{last name} | doe@gettrail.com | 6.2% |
About Trail CRM
Starting out in the industry a few years ago, the team at Trail noticed first-hand how hard it was to run an effective online broking business. Generating leads, following up with prospects, and effectively managing admin was a huge challenge for their previous business, ‘iRefi Mortgage & Insurance Advisers’. The hardest part of all? Clients were ready to do business online, but the advice industry was not. The team looked everywhere for great software to accelerate sales for mortgage and insurance brokers. The key here is great, not some antiquated software built 15 years ago, based off an excel spreadsheet. We wanted something powerful yet simple, something we could be proud of presenting to their clients. Meeting people face to face is very important, but having the flexibility to work from anywhere, and do business with prospects the way they want was an advantage the team knew we needed. We’ve packaged up the tools we used to run an extremely effective advice business and are making them available to all mortgage & insurance advisers. With a great team of developers and salespeople working to help our clients and constantly improve the software, we currently support more than 300 advisers in growing their advice businesses.
Trail CRM revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Trail CRM has 14 employees across 6 departments.
Departments
Number of employees
Funding Data
Trail CRM has never raised funding before.
Trail CRM Tech Stack
Discover the technologies and tools that power Trail CRM's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Operating systems
Miscellaneous
RUM
Documentation
JavaScript libraries
Advertising
Security
Analytics
UI frameworks
Web frameworks
Spain
United Kingdom
Australia
United States
CanadaFrequently asked questions
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