--- title: Trail CRM Reviews meta\_title: 'Trail CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Trail CRM works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 2 scale: '5' date\_modified: '2026-03-17' parent\_category: name: Loan url: https://www.g2.com/categories/loan --- # Trail CRM Reviews & Product Details Trail CRM is a comprehensive customer relationship management platform specifically designed for mortgage, insurance, and financial advisers. It streamlines client interactions and sales processes, enabling advisers to focus more on delivering quality advice and less on administrative tasks. With a user-friendly interface accessible across desktops, tablets, and mobile devices, Trail CRM ensures seamless communication and efficient management of client relationships. Key Features and Functionality: - Online Client Interactions: Facilitates all client interactions online, allowing advisers to engage with clients remotely and securely. - Branded Client Portal: Offers a customizable portal branded to the adviser's business, enhancing client trust and recognition. - Document Management: Simplifies the collection and management of supporting documents through secure online requests. - Sales Tracking: Enables assignment of leads and monitoring of sales opportunities, keeping sales progress transparent and organized. - Team Management: Allows creation of broker teams, assignment of specific responsibilities, and efficient management of business operations. - Performance Metrics: Provides reporting on key sales metrics to help improve conversion rates and overall performance. - Compliance Support: Ensures adherence to compliance and audit processes with fixed advice procedures and automated servicing events. - Email Integration: Integrates with Gmail and Outlook to automatically store email communications within client profiles for compliance purposes. - Data Management: Maintains a single, up-to-date database for all client information, reducing redundancy and ensuring accuracy. Primary Value and Solutions Provided: Trail CRM addresses the common challenges faced by financial advisers, such as administrative overload, compliance complexities, and client engagement inefficiencies. By automating routine tasks, centralizing client data, and providing tools for effective team and sales management, Trail CRM enhances productivity and profitability. It empowers advisers to deliver high-quality, compliant advice efficiently, ultimately leading to improved client satisfaction and business growth. * * * Seller [Trail CRM](https://www.g2.com/sellers/trail-crm) Discussions [Trail CRM Community](https://www.g2.com/products/trail-crm/discuss) Show More ## Top-Rated Alternatives [ ![Lead Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lead Management") Lead Management 4.5/5(158) ](https://www.g2.com/products/total-expert-lead-management/reviews) [ ![Shape Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shape Mortgage CRM") Shape Mortgage CRM 4.9/5(101) ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) [ ![nCino's Mortgage Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "nCino's Mortgage Suite") nCino's Mortgage Suite 4.9/5(95) ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) [ View All Alternatives ](https://www.g2.com/products/trail-crm/competitors/alternatives) ![Johan F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Johan F.") JF Johan F. Small-Business (50 or fewer emp.) 3/21/2023 "Amazing system and awesome team" 5/5 What do you like best about Trail CRM? Very user-friendly system with heaps of features to assist a financial services business run smoothly. Review collected by and hosted on G2.com. What do you dislike about Trail CRM? Does not have a practice oversight dashboard allowing you to see all pipelines and activities on one page. Review collected by and hosted on G2.com. What problems is Trail CRM solving and how is that benefiting you? Client applications and compliance in the financial services industry. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Small-Business (50 or fewer emp.) 2/3/2022 "Highly effective in demand generation and tracking" 4.5/5 What do you like best about Trail CRM? A fresh tool which is easy to use and a welcoming move away from the usual worksheets Review collected by and hosted on G2.com. What do you dislike about Trail CRM? Nothing thag I dislike about the product as of now Review collected by and hosted on G2.com. What problems is Trail CRM solving and how is that benefiting you? Easy, UI based solution to demand generation with proper analytics Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Trail CRM for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Lead Management Logo](https://images.g2crowd.com/uploads/product/hd_favicon/0a5407caba4b6fc7ed93d4e1623ae20e/total-expert-lead-management.svg "Lead Management Logo") Lead Management 4.5 (158) Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. ](https://www.g2.com/products/total-expert-lead-management/reviews "Lead Management")[ 2 ![Shape Mortgage CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM Logo") Shape Mortgage CRM 4.9 (101) 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. ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews "Shape Mortgage CRM")[ 3 ![nCino's Mortgage Suite Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite Logo") nCino's Mortgage Suite 4.9 (95) nCino's Mortgage Suite is a leading provider of fully customized,white-labeled platform that bridges the gap between mortgage loan originators, Realtors, and borrowers. ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews "nCino's Mortgage Suite")[ 4 ![BNTouch Mortgage CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM Logo") BNTouch Mortgage CRM 4.5 (68) Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. ](https://www.g2.com/products/bntouch-mortgage-crm/reviews "BNTouch Mortgage CRM")[ 5 ![Encompass Digital Mortgage Solution Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png "Encompass Digital Mortgage Solution Logo") Encompass Digital Mortgage Solution 4.2 (61) Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans. ](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews "Encompass Digital Mortgage Solution")[ 6 ![eClosing by Snapdocs Logo](https://images.g2crowd.com/uploads/product/hd_favicon/f2667e2a64d1dde9ee70d68c2fa0f488/eclosing-by-snapdocs.svg "eClosing by Snapdocs Logo") eClosing by Snapdocs 4.6 (28) Cloud software for the Mortgage Industry ](https://www.g2.com/products/eclosing-by-snapdocs/reviews "eClosing by Snapdocs")[ 7 ![Cimmaron Mortgage Manager Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_f9d8b71163999340f0a8236844560fc4/cimmaron-mortgage-manager.jpg "Cimmaron Mortgage Manager Logo") Cimmaron Mortgage Manager 4.7 (25) Cimmaron Software has delivered cutting-edge software solutions in variety of industries focusing on the mortgage industry since 2005. We value customer satisfaction and technological innovation over short term profits. ](https://www.g2.com/products/cimmaron-mortgage-manager/reviews "Cimmaron Mortgage Manager")[ 8 ![Insellerate Logo](https://images.g2crowd.com/uploads/product/hd_favicon/dbba9dbc987d6884fe25cb2c5eb9c01a/insellerate.svg "Insellerate Logo") Insellerate 4.6 (25) Insellerate combines the benefits of customer relationship management, business intelligence, marketing automation, and lead management systems into a single, comprehensive solution that adheres to the compliance requirements of the most regulated businesses. ](https://www.g2.com/products/insellerate/reviews "Insellerate")[ 9 ![Surefire CRM Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Surefire CRM Logo") Surefire CRM 4.0 (20) A Mortgage CRM that gets you. You'll pull away from the competition when you enable Surefire CRM in your business. ](https://www.g2.com/products/surefire-crm/reviews "Surefire CRM")[ 10 ![Jungo: The Mortgage App Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png "Jungo: The Mortgage App Logo") Jungo: The Mortgage App 4.5 (20) Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts. ](https://www.g2.com/products/jungo-the-mortgage-app/reviews "Jungo: The Mortgage App") [Show More](#) ## Questions about Trail CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Trail CRM ](https://www.g2.com/products/trail-crm/discussions/new) GU Guest User What is Trail CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-trail-crm-used-for) [ View all Discussions ](https://www.g2.com/products/trail-crm/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/trail-crm/pricing) ## Work at Trail CRM? Claim this profile to respond to reviews, update product info, and reach in-market buyers. 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