Capture More Sales using TrekCRM with Business Grade AI and AI Assistants

Does this sound familiar?

Leads aren't being captured and routed to a common inbox, where all communications are logged and take place.

Too much time elapses between initial contact, lead classification, follow up, lead nurturing and sales activities.

Spending too much time logging in and out of different social media platforms, apps, and 3rd party software programs.

Toggling back and forth between your personal cell phone cotacts and business contacts is time consuming and frustrating.

Don't worry, we can help!

Never Let Go of Another Opportunity

Take your business to new heights with a CRM that gives you all the tools you need to succeed. Winning is the only option with

Trek CRM

Step 1

Capture More

Leads

Easily collect leads from your website, social media, your new voicebots, chatbots, or any other source using our powerful lead capture tools.

Step 2

Book More

Appointments

Stop losing out on potential sales because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to customers.

Step 3

Unlock New Opportunities

With the convenience and efficiency of Trek CRM you are unlocking opportunities that will lead to more sales and more WINS!

CHAT WIDGET

Connect With Leads & Help Them Buy

Get more out of your website by using webchat to talk to customers.
Make it easy for customers to get help right when—and where—they need it.
Create templated responses to quickly solve problems.
Increase sales and conversions with our powerful webchat tool.

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ONLINE CALENDAR & APPOINTMENT BOOKING

Meet More Leads & Sell More

Get booked up! With an online appointment calendar, your business will always be busy with customers.
Utilize our online appointment calendar software to easily manage and keep track of all your appointments.
Let clients easily see your availability and self-book an appointment in seconds.
Automatically send appointment reminders to decrease missed appointments.

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SOCIAL MEDIA PLANNER

Bring All of Your Leads To One Place

Do you receive messages from clients and leads on social media? We'll bring all those conversations together so you can communicate with leads more efficiently and effectively than ever before.
Integrates with Facebook, Instagram, Google My Business, SMS, Phone Calls, Email, & Webchat to make communicating with leads easy for you.
Using one app, you can contact leads from all over the web.
Capture more leads around the clock, even in your sleep.

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FORMS OR SURVEYS

Collect The Information You Need

Easily create engaging forms & surveys to generate more leads.
Get feedback from customers quickly and easily with our survey builder.
Generate more leads by making it easy for customers to provide their contact information.
Automate tasks when a form or survey is filled.

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DRAG & DROP WEBSITE & FUNNEL BUILDER

Turn Your Website Into A Selling Machine

Easily create a custom website without any design or development experience.
Choose from one of our many website templates to launch your website in minutes.
Keep track of all the sales & new leads your website brings in straight from .
Create sales funnels, online appointment booking funnels, webinar funnels, sign up funnels, and many more.

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SOCIAL MEDIA PLANNER

Grow Your Audience & Attract New Customers

Automatically plan and publish posts for your social media accountsSchedule posts for all your social networks to save you tons of time
Visualize all of your scheduled content in our social calendar
"Set it and forget it" - schedule your posts ahead of time for Facebook, Instagram, and Google My Business

Onboarding, Training, 24/7 live Chat Support, Zoom Tech Support

STILL NOT SURE?

Frequently Asked Questions

Can this replace my current voip phone plan?

Yes it can. There are local and toll free numbers available. Calls can be made from any computer and/or mobile device. Calls and recordings sync with your contacts, and live inside the unified TrekCRM inbox.

Is there a mobile app for the phone system?

Yes. Our mobile app allows you to utilize our phone system for calls, texts, autodials, etc. All calls and data are synced with the crm into a unified one box. Our mobile app allows for two way SMS, MMS, texting, and calling.

Will the AI assistants be set up for my business?

Yes. We activate both the voice and chat assistants to use business LLM, NLP, and ChatGPT 4.0 turbo. You can change the gender, voice, tone, and demeanor for your AI assistants. Simply upload some company docs, PDF's, and website URL's and your AI assistant will train itself on your company and products. The AI assistants utilize, and constantly improve on, that knowledge base as they interact with prospects and customers.

Can the AI assistants schedule appointments?

Yes. They will schedule appointments for sales calls, sales presentations, customer service appointments, help with tech support, internal appointments and scheduling, and more.

The appointments can be via phone, zoom, google, microsoft, webinars, team meetings, live streams, conference calls and more. Our calendars integrate with zoom, google meet, microsoft teams, linkedin, calendly, and more. Everyone that will be participating in that meeting is prompted to add scheduled appointments on their individual Google and Microsoft calendars.

Are notifications and appointment reminders automated?

Yes. Our AI Assistants and workflow automations send out multiple appointment confirmations and reminders timed out to increase retention rates. Prospects and customers are sent zoom, google, or microsoft meeting links, dependent on your meeting locations, and are prompted to add scheduled appointments on their Google and Microsoft calendars.

The CRM also has built in automations for cancellations, no shows, and rescheduled appointments. These automations are pre-formatted but are customizable for your specific business and needs. These built in automations eliminate the need for manual follow up for prospecting and sales efforts.

What else can the AI assistants do?

Our AI assistants can accomplish many tasks. We can establish AI assistants (both AI chat bots and AI voice bots) by department, for specific users, and/or any combination. The AI assistants could be your receptionist, office manager, sale rep, customer service rep, sales manager, production manager, and more.

They can make and take phone calls, transfer phone calls to users or each other, interact via chat, messenger, text, what's app, and more. In addition to scheduling appointments, they can provide company and product information, do prospecting and sales, provide customer service and more. They generate and add notes to contacts and the system for sharing among all users.

Are there limits on contacts, emails, texts, or campaigns?

No. There are no limits on the number of contacts, emails, texts, phone calls, or campaigns. Send an unlimited amount of marketing content, surveys, promotional notices and more. Use our mobile app to filter contacts and generate campaigns on the road and connect with an unlimited amount of contacts from anywhere.

Are there limits on AI usage

No. There are no limits on AI usage

Are the customer journeys and automations already set up for me?

Yes. There are various journeys and automations pre-installed and ready to work for you. You may also customize these automations and add your own at any time.