Trail is a B2B software-as-a-service (SaaS) company that provides a comprehensive CRM platform tailored to the needs of financial advice businesses, particularly in the mortgage and insurance sectors. Founded to streamline workflows, the platform helps advisers manage client relationships, automate compliance processes, handle case management, and improve overall operational efficiency. Its mission is to offer an intuitive and modern software solution that simplifies the complex administrative tasks faced by financial professionals, allowing them to focus more on advising clients.

Founded in

New Zealand