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Trail CRM

Place
#14 of 28
Score
6.1
Trail CRM's website

The facts below are what the maker publishes about Trail CRM, checked and dated. Our editors have not written about it yet.

Plans and prices

From Trail CRM's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
EnterprisePriced on requestPremium features · Customer 360 · order management · advanced campaign management · field coaching · online surveys · MLR workflows · advanced KPIs · API integrations
EssentialsPriced on requestTour plan · call reporting · samples and inputs management · iOS and Android app · offline capabilities · compliance reports · dashboard · approval workflows · basic leave management
PremiumPriced on requestEssentials features · multiple tour plan types · master data management · deduplication · customer segmentation · RCPA · sales · basic campaign management · advanced leave and attendance · interactive reports

The facts

Each one read from Trail CRM's own pages, with the date it was checked.

What it does

Account access
The FAQ asks how users get an account, while the homepage offers demo and sales contact links.checked 4 Oct 2026
Add-ons
Listed add-ons include CLM with advanced analytics, CME and event management, geotagging and geofencing, expense management, payroll and HR, knowledge management, and an HCP engagement portal.checked 4 Oct 2026
AI copilot
KrystalBall provides insights and actions by letting users have a conversation with their data.checked 4 Oct 2026
Content
KrystalBall delivers clinical trials and research curated for HCP engagement.checked 4 Oct 2026
Data handling
Trail says it does not sell personal data and acts as a data processor for customer-uploaded CRM service data.checked 4 Oct 2026
Integrations
The Enterprise plan lists API integrations; the site does not name specific connected services.checked 4 Oct 2026
Intended users
Trail presents the product for life sciences companies and pharmaceutical commercial teams.checked 4 Oct 2026
Offline use
The Essentials plan lists offline capabilities.checked 4 Oct 2026
Product
Trail describes itself as an AI-first CRM for pharmaceutical and life sciences commercial teams.checked 4 Oct 2026
Rep guidance
KrystalBall offers personalized talking points, rep efficiency scoring, predictive analysis, and next-best-action suggestions.checked 4 Oct 2026
Security
Trail says it uses technical and organizational measures designed to protect personal information, and says it cannot guarantee the internet is completely secure.checked 4 Oct 2026
Support
The FAQ page directs users to contact the support team but does not state support hours or response times.checked 4 Oct 2026

The company

Founded
2017checked 28 Sep 2026

Money

Tour planning
Trail says its AI optimizes daily schedules to increase coverage and reduce travel time.checked 4 Oct 2026

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