Enhance and automate every aspect of your business
from a to z with TrekCRM and Business grade A
Streamline your processes, improve customer interactions, and drive growth—effortlessly.
complete automation
Plans and Pricing
Entrepreneur
Automate with AI
$497month
Notable Inclusions
10 user accounts
Unlimited contacts
Unlimited emails
Unlimited texts
Unlimited calendars
Unlimited appointments
Unlimited integrations
zoom, google, microsoft
hubspot, calendly, cal.com
chatGPT, claude, gemini,
n8n, zapier, make, pabbly
Mobile app
Phone system
webinar program
Unified inbox
AI workflows
AI scheduling
AI smart website
AI social media widgets
FREE Bonuses and Upgrades
Company Knowledge Bases
Customizable AI agents
Conversational appointments
Appointment notifications
Appointment reminders
Live call transfers
AI Call summaries
AI Call transcripts
see more below
Training and Support
Live Onboarding via zoom
Live Training via zoom
Weekly training webinars
Support Widget
Help Center
24/7 live chat support
Live Zoom Support
Video Library
Business Grade AI
no contracts. cancel anytime
Business
Amplify your Growth
$797/month
Everything in Entrepreneur
50 user accounts
AI LIVE cinematic moving digital humans
3 AI LIVE voice Employee Teams
3 AI LIVE voice Employee Departments
3 separate business locations
Automated estimates and invoicing
Billing and payment collection
quickbooks, stripe, square
Paypal, netauthorize, ???
see more below
Training and Support
Live Onboarding via zoom
Live Training via zoom
Weekly training webinars
Support Widget
Help Center
24/7 live chat support
Live Zoom Support
Video Library
Business Grade AI
no contracts. cancel anytime
Business plus
Fortune 500 presence
$1,597/month
Everything in Entrepreneur
200 user accounts
10 AI Employee Teams
10 AI Employee Departments
10 Business Locations
see more below
Training and Support
Live Onboarding via zoom
Live Training via zoom
Weekly training webinars
Support Widget
Help Center
24/7 live chat support
Live Zoom Support
Video Library
Business Grade AI
no contracts. cancel anytime
Best in class CRM platform with embedded and native AI, internal 3rd party App access, App direct integrations, workflows, automations and much more
Complete business CRM
Business level AI embedded
Customizable Dashboards
Customizable Cards
Customizable Analytics
Automated Reporting
Sell Products/Services
Invoicing and Billing
Collect Payments
Shopping Cart Integrations
Quickbooks Integration
Stripe and PayPal integration
Business Phone System
Mobile Business App
Calendars and Scheduling
Smart Lists
Automated Actions
Manual Actions
Fast Actions
Tasks and Reminders
Notes
Two way texting
Unified Inbox
Unlimited contacts
Complete Automations
Customer Journeys
Customizable Pipelines
Customizable Opportunities
Bulk Actions
Import/Export Contacts
much more . . .
Integrated Phone System with mobile app, notifications, alerts, scheduling, video conferencing, two way texting, autodialing, convo logs, vmx drops and more
Integrated Phone System
Desktop and Mobile
Auto Dialer
Click To Call
2 way Text Messaging
Missed Call Text Back
Voice Mail Drops
Call tracking
Call recording
Call Routing
Customize Caller IDs
Local phone numbers
Toll Free phone numbers
much more . . .
AI Employees and AI agents (voice, chat, digital, and social) for incoming and outbound conversations, follow ups, reminders, orders and more
AI Voice Assistants
AI Chat Assistants
Outbound Calling
Inbound Call Handling
Call Transfers
AI Scheduling
AI Prospecting
AI Sales Reps
AI Customer Service
AI training
Advanced Voice Synthesis
Natural Language Processing
Natural AI Driven Responses
Marketing Campaigns
Sales Campaigns
Customer Service Inquiries
Streamline Customer Service
Customer Surveys
Product Announcements
Appointment Reminders
Review Requests
Live Call Transfers
much more . . . .
AI Features for marketing, sales, customer service, notifications, reminders, social media, advertising, communications and more
AI content generation
AI marketing copy
AI Website copy
AI Social Media
AI Review Requests
AI Sales Copy
AI Ad copy
AI Lead Magnets
AI Blogs
AI Scheduling
AI Marketing
AI Sales
AI Responders
AI Customer Service
AI Reporting
AI Image Generator
much more . . .
Automations and workflows for sales, marketing, customer service, billing, scheduling, internal communications and more
Pre-formatted Automations
Customizable Automations
AI Integrations
AI Workflow Builder
New leads and inquiries
Existing Customers
Internal Staff & Employees
Phone/Text Automations
Email Automations
Social Media Automations
Marketing Automations
Sales Automations
Customer Automations
Survey Automations
Review Automations
Billing Automations
Invoicing Automations
Payment Automations
Calendar Automations
Scheduling Automations
Webinar Automations
Meeting Automations
much more . . .
Pre-set journeys and life cycles for prospects, customers, products, promotions, new hires, employees, vendors and more
Prospect Journeys
Sales Journeys
Customer Journeys
Employee Journeys
New Hire Journeys
much more . . .
Social Media integrations with ai automated posting, advanced scheduling, ai content and post generation, ai video generation, ai lead capture, ai auto responses, ai follow up/nurture and more
Social Media Templates
Social Media Poster
Social Media Scheduler
Social Media Scraper
AI Social Media Content
Social Media Ad manager
Social Media Tracker
Social Media Reporting
Automated lead capture
Automated Lead nurturing
AI Social Media commenting
Social Media Integrations
Yext
Tiktok
Slack
YouTube
Campaigns for sales, marketing, customer service, email, sms, social media, product announcements, promotions, customer surveys, reviews requests, database re-activation and more
Pre-formatted Campaigns
Customizable Campaigns
Prospecting Campaigns
Sales Campaigns
Re-marketing Campaigns
New Product Announcements
Promo Announcements
Customer Surveys
Scheduled and Drip Marketing
Social Media Campaigns
Text Campaigns
Calling Campaigns
Email Campaigns
Webinar Campaigns
Live Stream Campaigns
Facebook Campaigns
Google Campaigns
LinkedIn Campaigns
Tick Tock Campaigns
Instagram Campaigns
WhatsApp Campaigns
Billing Campaigns
much more . . . .
Websites and templates, AI smart, professional designs and templates, easy customizer, web hosting, pop ups and notifications, web widgets, Calendars, landing pages, ai content creation,
unlimited websites
website templates
Customizable Websites
A/B Testing
Marketing Tracker
Embed Forms
Embed Popups
Embed HTML
Embed Javascript
Embed AI
AI Website Generator
AI Website Content
AI Website Images
funnel templates
form templates
lead page templates
lead magnets
much more . . .
Forms & funnels, professionally designed templates, product surveys and quizzes, customer surveys and quizzes, Embeddable forms/surveys/quizzes, social media automations and more
Landing Pages for Campaigns
Funnels for Automations
Lead Forms for websites
Lead Forms for Landing Pages
Video Funnels
Webinar Funnels
Marketing Source Tracking
A/B Testing
HTML Embeds
Javascript Embeds
Popups
Redirects
Automations
Triggers
Lead Forms for Tags
Lead Forms for Social Media
Lead Forms for WhatsApp
Lead Forms for TikTok
Lead Forms for LinkedIn
Lead Forms for Facebook
Lead Forms for Google
Lead Forms for Yext
Lead Forms for Wordpress
much more . . .
Integrated calendars and scheduling, ai automated scheduling, ai conversational scheduling, customizable look and feel, integrates with google, msn outlook, cal.com, calendly and more
Integrated Calendars
Customizable settings
Customizable look and feel
Personalized Branding
Customize Registration Forms
Customize Lead Forms
Automated Scheduling
Customize by User
Customize for Products
Customize by department(s)
Customize by Job
Single or Multiple users
Add contractors
Add sub-contractors
Set your own business Hours
Set available time slots
Individual and Round Robin
Look Busy Feature
Automated Scheduling
Appointment Reminders
Cancelation Notifications
No Show Automations
Customize Meeting Locations
Zoom integration
Google Integration
Microsoft Integration
much more . . .
Communities & Memberships, custom branding and design, internal secure communication, private groups, public groups, live streaming, internal direct messaging, group chat, sell products, sell content and more
Customizable Communities
Customizable Groups
Add & Manage Groups
Internal Groups
External Groups
Private Memberships
Public Groups
Custom Client Portals
Branded Mobile App
Push Notifications
Employee onboarding videos
Post Training Content
Post documents and forms
Live Chat and Communication
Monitor Group Activity
Make Group Announcements
Post new Promotions
Create Courses
Sell Courses
Sell Products
Sell Information
Share information
much more . . .
Invoicing & Payments, integrations with stripe/quickbooks/paypal,square and more, automated billing and collection, estimates from mobile, payment collection at scheduling, calendar integrations and more
Integrated products/services
Integrated Estimate Forms
Integrated products/services
Automated Estimates
Automated Follow up
AI lead nurture
AI Sales Assistants
AI Voice and Chat
AI Billing Assistants
AI Voice and Chat
Automated Invoicing & billing
Automated pay reminders
Automated payments
Automated Paid Receipts
Subscription Payment Plans
Tap to Pay on our mobile app
Invoice from the mobile app
Generate product promotions
Generate price promotions
Create and share coupons
Generate expiration dates
Create countdown timers
Integrates with QuickBooks
Integrates with Shopify
Integrates with Carts
Integrates with Stripe
Integrates with PayPal
Integrates with Square
much more . . .
Customer Support included in all plans, live support via chat and zoom, support tickets, ai chat widget with support docs, video library, zoom onboarding and support, weekly webinar training, product guides and more
24/7 live chat support
phone call support
zoom call support
on demand videos
support docs
support widget
knowledge library
live personal onboarding
live personal training
and more . . .
phone numbers: $1.50 - $3.00 /month
calls: 0.0147/min outbound calls, inbound calls 0.011/min
voice AI employee minutes: .15/minute
sms: 0.015, mms .026
email: 0.0007/email, 0.0026/Email Verification (optional)
AI Tokens approx. $3/75,000 tokens
Account/CRM/AI employee setup = 1 month plan subscription charge.
Customer Success is our number one priority
Expert Customer and Tech Support included in every plan
24/7
Live Chat Assistance
24/7
Live Zoom Calls
24/7
Live Phone Calls
8978 Tech & Digital Group, inc.
developer and provider of high tech digital and AI products/services for businesses and entrepreneurs.
Quick links
Services
Company
8978 Tech & Digital Group, inc.
dba TrekCRM
110 16th street suite 1460
Denver, CO 80016
720.598.0749
© Trek CRM. 2026. All Rights Reserved.