Close 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 and money placing different social media and ads on different platforms and media channels.

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

Don't worry, we can help!

Create A Sales Process That Does The Heavy Lifting For You

Build better customer relationships, automate your sales process, & grow your business at lightning speed.

Step 1

Take Advantage of Each Opportunity

Automatically creates contacts for each person that has interacted with your business online. Then promote your business to turn them into paying customers.

Step 2

Make Better Decisions

Keep track of each lead & exactly where they are in your sales process. That way you can focus more of your energy on the ones that are close to buying.

Step 3

Speed Up Sales

With our checkout pages, invoicing options, & text 2 pay links you can easily sell online & get paid faster than ever before.

SALES PIPELINE

Close More Deals with Less Work

Create a sales pipeline optimized to drive more sales to your business
Automated tasks and follow-up help you bring more deals to close
Get real-time updates on your leads so you can stay on top of everything
Whether you are a solo-preneaur or you have a sales team by your side
Trek CRM
will keep you organized and streamlined, so you never lose a potential customer again

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CRM & CONTACT MANAGEMENT

Turn Your Contacts Into Opportunites

Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media Automated tasks and follow-up help you bring more deals to close
Each new contact is another sales opportunity - automatically build your list with Trek CRM
Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place
Stay organized and in control of your customer relationships

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INVOICING

Make It Easy For Your Customers

To Pay You

Generate & send an invoice in as little as 30 seconds (seriously, we timed it)
Set up recurring invoices & allow your customers to auto-pay
Automatically send payment reminders & overdue notifications
Save money by getting rid of your invoicing software subscription

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TEXT 2 PAY

Get Paid Faster

Send secure payment links right to your customer's phone via text
Customer simply enters their information, pays, and voila… you receive the money INSTANTLY
You can even generate a payment link on the go with our mobile app & paid in minutes

Schedule A Demo

ONLINE CHECKOUT PAGES

Easily Sell Online

Easy, customizable checkout forms let you start selling online in minutes
Sell subscriptions or set up one-time payments
Offer instant, one-click upsells to maximize each order
Create custom automation after a sale is made for a seamless customer experience

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REVIEW & REPUTATION MANAGEMENT

Boost Your Brand’s Reputation

The more positive reviews you have the more people will trust you & want to do business with you
Automatically send review requests over text to make leaving a review effortless for your customers
Rank higher on Google with more 5-star reviews
Create a strong online reputation that will automatically bring new customers to you

Schedule A Demo

ONLINE CHECKOUT PAGES

Turn Your Customers Into MORE Customers

Make it easy for customers to refer their family and friends
92% of customers are more likely to buy when referred by a friend
Referral marketing is one of the most effective ways to generate new customers
Turn your happy customers into new customers

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REPORTING & ANALYTICS

Know Exactly What Is Working & What Is Not

Gain key insights to make better business decisions
Discover exactly what is working well & what needs improvement
Uncover untapped opportunities

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.