Nuture More Leads 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!

Turn Leads Into Customers Automatically

Convert more leads into customers with our powerful lead nurturing tools.

Step 1

Automate Lead Nurture

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

Step 2

Focus On Important Conversations

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

Boost Your Growth

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

ALL IN ONE BOX

All Your Conversations In 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.
Centralize client communication in one place

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2-WAY SMS

Connect with customers one-on-one

With SMS you can have 1-on-1 conversations with customers for a more personal experience
SMS Marketing is the most effective way to reach your customers
Convert leads faster by texting them in real-time from our mobile & desktop app
Send out special offers & promos via
text to increase sales

Schedule A Demo

EMAIL MARKETING

Bring All of Your Leads To One Place

Automate email campaigns to turn emails into sales
Send targeted emails that reach the right people at the right time
Easily create beautifully designed emails with our drag & drop email builder

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AUTOMATED NURTURE SEQUENCES

Nurture Leads To Buy Automatically

Detect where your customers are in the sales process & automatically reach out to them to increase your conversion rates
Boost sales by automatically sending the right message to the right people at EXACTLY the right time
Automate your lead nurturing process and never miss an opportunity

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PHONE SYSTEM & POWERDIALER

Turn Calls Into Revenue

Automatically call leads with the press of a button & increase your chances of making a sale
Answer only the connected calls, so you can focus on selling
Automatically leave a pre-recorded voicemail for calls not answered

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AUTOMATED FOLLOW UP

Never Let An Opportunity Go

Send personalized follow-up messages so you sound like a person, not a machine
Send automated follow-up & reminder emails so you never let a hot lead go
Easily take notes to keep all of your customer information in one place

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.