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  1. Business Software
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  3. CRM Trail

CRM Trail

Brand : Dial ERP Technologies Ltd.

Starting at ₹ 1000

Save Extra with 2 Offers

  • offer_icon Save upto 28%, Get GST Invoice on your business purchase |
    T&C close

    Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

    For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

    • the GSTIN of the user associated with their registered business, and

    • the specified Entity Name for their business.

    It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

    Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

    Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

    Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

    To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.

  • offer_icon Buy Now & Pay Later, Check offer on payment page.

CRM Trail helps businesses manage leads and sales processes efficiently through automated features and mobile accessibility. ...Read more

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CRM Trail Software Pricing, Features & Reviews

What is CRM Trail?

CRM Trail is a user-friendly CRM software designed to help businesses efficiently manage their leads and sales processes. It allows users to capture leads generated from social media platforms and professionally interact with clients. The software automates various tasks, including lead capture, distribution, and scheduling, which streamlines the sales workflow.

With features like real-time notifications and reminders, users can stay updated on their sales activities. CRM Trail also provides a visual representation of the sales funnel, helping teams track their progress effectively. The platform is accessible on both mobile devices (Android and iOS) and through a web panel, enabling users to manage their sales pipeline on the go. Getting started with CRM Trail is simple, with options for online signup or requesting a free demo through customer care.

Why Choose CRM Trail Software?

  • Automated Lead Capture: Effortlessly capture leads generated from social media platforms.
  • Lead Distribution and Scheduling: Streamline the management of leads through automated distribution and scheduling features.
  • Real-Time Notifications: Stay updated with real-time notifications and reminders for important sales activities.
  • Sales Funnel Visualization: Easily track and manage your sales pipeline with a clear visual representation of the sales funnel.
  • Mobile and Web Access: Access CRM Trail on the go through its mobile app available on Android and iOS, as well as a web panel.
  • User-Friendly Interface: The software is designed for easy navigation, making it simple for users to manage their leads and sales processes.
  • Quick Setup: Getting started with this software is straightforward, allowing for quick account signup.
  • Free Demo Available: Potential users can request a free demo to explore the software's features before committing.

Benefits of CRM Trail Platform

  • Lead Generation from Social Media: Captures leads directly from various social media platforms.
  • Professional Client Interaction: Enables users to interact with clients professionally to foster relationships.
  • Lead Conversion Tools: Provides features that assist in converting leads into business opportunities.
  • Sales Timeline Tracking: Offers a timeline view for tracking sales activities and interactions over time.
  • On-the-Go Management: The mobile app allows users to manage their leads and sales pipeline anytime, anywhere.

Pricing of CRM Trail

Users Price Per User (Rs.) Minimum Price (Monthly)
5 Users 1,000 5,000
20 Users 500 10,000
50 Users 400 20,000
100 Users 300 30,000
Above 100 Users 300 N/A

CRM Trail Pricing & Plans

CRM Trail
  • Contact & Account Management
  • Lead Qualification
  • Reports & Dashboards
  • Lead Prioritisation
  • Real-Time Notifications
    • Users
    • Monthly
Starting at ₹ 1000

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CRM Trail Features

Lead / Sales Management

  • icon_check Contact & Account Management Organizes and manages all customer information.
  • icon_check Lead Qualification Assesses potential leads to identify their readiness for sales.
  • icon_check Lead Prioritisation anks leads based on their likelihood to convert.
  • icon_check Customer Contract Management Manages contracts with customers effectively.
  • icon_check Opportunity & Pipeline Management
  • icon_check Task / Activity Management
  • icon_check Quote Management
  • icon_check Workflow Automation and Management
  • icon_check Order Management
  • icon_check Calling & Recording

Marketing Automation

  • icon_check Social Network Integration Connects with social media platforms for enhanced marketing.
  • icon_check Email Marketing
  • icon_check Campaign Management

Data Sourcing / Integrations

  • icon_check Social Network Integration Connects with social media platforms for enhanced marketing.
  • icon_check Data Import/Export

Personalization / Customizations

  • icon_check Lead Qualification Assesses potential leads to identify their readiness for sales.
  • icon_check Lead Prioritisation anks leads based on their likelihood to convert.
  • icon_check Task / Activity Management
  • icon_check Workflow Automation and Management

Reporting & Analytics

  • icon_check Reports & Dashboards Provides insightful reports and visual dashboards.
  • icon_check Forecasting
  • icon_check Predictive Analytics

Others

  • icon_check Real-Time Notifications Sends immediate alerts for important updates.
  • icon_check Sales Funnel Visualizes the sales process and stages.
  • icon_check Goals & Progresses Tracks sales goals and progress towards achieving them.

CRM Trail Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android MacOS
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, SMBs, SMEs
  • Phone, Email, Forums
  • In Person, Live Online
  • English

CRM Trail Reviews and Ratings

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Dial ERP Technologies Ltd. Company Details

Brand Name Dial ERP Technologies Ltd.
Information Streamline customer interactions and gain real-time insights with our ERP's integrated CRM and dynamic reporting dashboards.
Founded Year 2022
Director/Founders Vivek Gupta
Company Size 101-500 Employees
Other Products Dial ERP, Dial ERP Payroll, Dial ERP Service CRM

CRM Trail FAQ

A The price of CRM Trail in India starts from INR 1,000, at techjockey.com.
A CRM Trail has iOS and Android apps.
A CRM Trail is compatible with Ubuntu, Windows, iOS, Android, and MacOS.
A CRM Trail does not offer a free trial.
A CRM Trail software works by automating lead capture from social media, managing client interactions, and providing tools for lead distribution, scheduling, and real-time notifications to streamline the sales process.
A The potential users of CRM Trail software include sales teams, marketing professionals, small to medium-sized businesses, and any organizations looking to manage leads and improve client interactions efficiently.
A CRM Trail is not available for free.
A Yes, CRM Trail is available as a mobile app on both Android and iOS platforms, allowing users to manage leads on the go.

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