Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
20
self-reported 2–10 band
Founded
2017
9 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Starting out in the industry a few years ago, the team at Trail noticed first-hand how hard it was to run an effective online broking business. Generating leads, following up with prospects, and effectively managing admin was a huge challenge for their previous business, ‘iRefi Mortgage & Insurance Advisers’.
The hardest part of all? Clients were ready to do business online, but the advice industry was not. The team looked everywhere for great software to accelerate sales for mortgage and insurance brokers. The key here is great, not some antiquated software built 15 years ago, based off an excel spreadsheet. We wanted something powerful yet simple, something we could be proud of presenting to their clients. Meeting people face to face is very important, but having the flexibility to work from anywhere, and do business with prospects the way they want was an advantage the team knew we needed.
We’ve packaged up the tools we used to run an extremely effective advice business and are making them available to all mortgage & insurance advisers. With a great team of developers and salespeople working to help our clients and constantly improve the software, we currently support more than 300 advisers in growing their advice businesses.
Specialties
All 6 specialties
- Financial Advice
- Mortgage broker
- Insurance Broker
- Authorised Financial Adviser
- Registered Financial Adviser
- CRM
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZ1 Ara Tai Road, Half Moon Bay; Auckland, Auckland 2012Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
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FAQ
How many people work at Trail CRM?
The record holds 20 counted staff profiles at January 2026, above the self-reported 2–10 band.
Where does Trail CRM have offices?
One address on record, New Zealand only. Primary: 1 Ara Tai Road, Half Moon Bay, Auckland 2012.
Has Trail CRM raised funding?
None linked to this brand.
What does Trail CRM list as its specialties?
Six tags on the brand's own list, among them financial advice, crm and mortgage broker.
Which companies are listed alongside Trail CRM?
12 profiles list Trail CRM as a peer — 90th percentile in Financial Services. It lists ten peers of its own. mortgagehq and Tubman Heating Ltd list it back.