linkedin
  • Become a Seller

Get Free Advice

Show Price

Sponsored
CRM Trail logo
Gallery How can we add win leads in CRM Trail
crm trail crm trail agent crm trail leads crm trail login
Sponsored
play How can we add win leads in CRM Trail
crm trail
crm trail agent
crm trail leads
crm trail login

CRM Trail

Brand : Dial ERP Technologies Ltd.

ts_icon_wide

Starting at ₹ 1000

Save Extra with 2 Offers

  • offer_icon Save upto 28%, Get GST Invoice on your business purchase |
  • 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

  • AdviceGet Instant Expert
    Advice
  • PaymentSafe & Secure
    Payment
  • GuaranteedAssured Best Price
    Guaranteed

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
    • Users
    • Monthly
Starting at ₹ 1000

Get CRM Trail Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

CRM Trail Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Collaboration Tools

  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

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

banner

Would you like to review this product?

Submit Reviews

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.

CRM Trail Alternatives

See All
Why Choose Techjockey?

Software icon representing 20,000+ Software Listed 20,000+ Software Listed

Price tag icon for best price guarantee Best Price Guaranteed

Expert consultation icon Free Expert Consultation

Happy customer icon representing 2 million+ customers 2M+ Happy Customers