Top 10 Trail CRM Alternatives & Competitors

(2)4.8 out of 5

Research alternative solutions to Trail CRM on G2, with real user reviews on competing tools. Other important factors to consider when researching alternatives to Trail CRM include reliability and ease of use. The best overall Trail CRM alternative is Total Expert. Other similar apps like Trail CRM are Shape Mortgage Software, nCino's Mortgage Suite, BNTouch Mortgage CRM, and Encompass Digital Mortgage Solution. Trail CRM alternatives can be found in Mortgage CRM Software but may also be in Mortgage Point of Sale (POS) Software or Loan Management Software.

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Best Paid & Free Alternatives to Trail CRM

Total Expert
Shape Mortgage Software
nCino's Mortgage Suite
BNTouch Mortgage CRM
Encompass Digital Mortgage Solution
eClosing by Snapdocs
Cimmaron Mortgage Manager
Insellerate

Top 10 Alternatives to Trail CRM Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Trail CRM stacks up to the competition, check reviews from current & previous users in industries like Education Management and Financial Services, and find the best product for your business.

Product Description

Categories in common with Trail CRM:

Mortgage CRM

Shape Mortgage Software

By Shape Software

4.9/5

(98)

Product Description

Shape Mortgage Software is an all-in-one customer relationship management and marketing automation platform tailored specifically for mortgage professionals. It streamlines the entire loan process—from lead generation to post-closing—by integrating essential tools into a single, user-friendly interface. By automating sales and marketing tasks, Shape enhances productivity, reduces manual effort, and accelerates loan closures. Key Features and Functionality: - Integrated CRM: Centralizes client information, facilitating efficient lead management and communication. - Built-in Communication Tools: Includes VoIP calling, SMS/MMS texting, and email automation to streamline client interactions. - Digital 1003 Borrower Portal: Offers a secure, online platform for borrowers to complete applications and upload necessary documents. - LOS Integrations: Seamlessly syncs with leading Loan Origination Systems like Encompass and LendingPad, ensuring smooth data flow and reducing manual data entry. - AI-Powered Lead Scoring: Utilizes ShapeIQ to prioritize leads based on their likelihood to convert, enabling loan officers to focus on high-potential clients. - Automated Marketing Campaigns: Provides pre-built email and text templates, along with drip campaign sequences, to nurture leads and maintain client engagement. - Referral Management: Tracks and manages relationships with referral partners, enhancing collaboration and business growth. - Mobile Accessibility: Features a mobile app that allows users to manage tasks, communicate with clients, and access information on the go. Primary Value and Solutions Provided: Shape Mortgage Software addresses the common challenges faced by mortgage professionals, such as fragmented workflows, manual data entry, and inefficient communication. By consolidating essential tools into a single platform, it enhances operational efficiency, reduces errors, and accelerates the loan origination process. The software's automation capabilities free up valuable time for loan officers, allowing them to focus on building client relationships and closing more loans. Additionally, its AI-driven insights and seamless integrations with existing systems ensure that mortgage businesses can adapt to market demands and maintain a competitive edge.

Categories in common with Trail CRM:

Mortgage CRM