CRM Trail Reviews & Ratings

5/5

“Best CRM Software for Sales purpose and we can manage leads effectively and efficiently”

CRM Trail is a powerful and easy-to-use tool for managing leads and sales. It helps you capture leads from many sources and track every step, from follow-ups to conversions. You can send emails, WhatsApp messages, or SMS right from the app and even set up automatic follow-ups. It reminds you of calls or meetings, logs all interactions, and shows your sales pipeline in a clear, drag-and-drop view. The system can also assign leads automatically, based on your team’s skills. With secure data storage, customizable workflows, and detailed reports, CRM Trail helps boost your sales and keep everything organized on the go.

Pros : CRM Trail is easy to use and offers powerful features like multi-channel communication, automation, and custom workflows. With mobile access and detailed analytics, it helps streamline operations and boost productivity.

Cons : No cons

Reason to switch : CRM Trail helps perform tasks more efficiently by organizing everything in one place. Here’s how it helps: Lead management: It captures leads from multiple sources and keeps them organized with tags, custom fields, and priorities. No more messy spreadsheets. Communication made easy: You can send emails, WhatsApp messages, and SMS directly from the CRM, so you don’t need to switch between apps. Smart reminders: It reminds you about calls, meetings, and follow-ups so you don’t miss important interactions. Automation: Follow-ups and lead assignments can be automated, which saves time and reduces manual work. Clear sales view: The drag-and-drop pipeline gives a clear view of where each deal stands.

5/5

“Super intuitive and powerful”

Pros : Super intuitive and powerful! The automation tools alone have saved my sales team countless hours. Integration with our marketing platform was seamless too. Highly recommended

Cons : No Cons

Switched from : Agile CRM (Trial Version)

5/5

“CRM TRAIL FROM DIAL ERP.”

I am using the CRM Trail solution since last 6 months. It was recommended to me by a friend from the manufacturing industry who has been using it since last few years. It is one of the best solutions available for the price. Do try it.

Pros : Lead sections, Lead defined so many other things.

Cons : I haven't got any cons rightnow.

Switched from : Webcrm

Reason to switch : Not that satisfied with the solution.

5/5

“CRM TRAIL FROM DIAL ERP”

I am using this software. The software is generally quite impressive, with a sleek, user-friendly interface that makes it easy to navigate. Performance-wise, it’s fast and responsive, which is critical for users on tight schedules.

Pros : lead section, lead defined so many things.

Cons : I haven't got any cons right now

Switched from : Smart CRM

Reason to switch : Not that satisfied

4.2/5

“Streamlining Our Sales Process”

CRM Trail has made a real difference for our sales team. The automated lead distribution and scheduling features have really streamlined our workflow. The real-time notifications keep everyone on top of their tasks, and the sales funnel visualization helps us track our progress and identify bottlenecks. It's made us much more efficient.

Pros : Automates lead capture and distribution, great for team collaboration, real-time notifications keep everyone informed, sales funnel visualization is very helpful.

Cons : The reporting features could be more robust, and integrating it with some of our other software took a little tweaking.