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.
Company Details
- Employees
- 18
- Founded
- -
- Address
- 1 Ara Tai Road, Half Moon Bay, Auckland,auckland 2012,new Zealand
- Phone
- +6 49-600-1600
- su****@****ail.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://GetTrail.com
- Keywords
- Financial Advice, Mortgage broker, Insurance Broker, Authorised Financial Adviser, Registered Financial Adviser, CRM.
- HQ
- Auckland, Auckland
Trail Crm Questions
Trail Crm's helpline number is +6 49-600-1600
Trail Crm's website is https://GetTrail.com
Trail Crm's LinkedIn profile is https://nz.linkedin.com/company/gettrail
Trail Crm has
18 employees.
View email and phone details for 18
employees at Trail Crm.
Trail Crm's industry is
Financial Services
Trail Crm's top competitors are
Centrix,
Kiwi Adviser Network,
Cone Marshall Group,
Blueprint Finance Nz,
Mortgagehq,
Connectos,
Tubman Heating Ltd,
Crm Contact Centre Awards,
Dummi,
Nz Adviser.
Trail Crm's support email address is support@gettrail.com
Trail Crm's categories are Financial Services
Trail Crm's founding year is 2017
