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. Weve packaged up the tools we used to run an extremely effective advice business and are m...