Trailbase CRM
Organize, connect, and grow with Trailbase CRM — all in one place. Powered by Pathfinder Creative.
Seamless = Smarter
Tailored for Your Business by Pathfinder.
What is Trailbase?
Trailbase is the all-in-one CRM solution by Pathfinder Creative, built for businesses that need more than spreadsheets and scattered apps. With nearly limitless integrations, secure client portal, automation tools, and streamlined workflows, Trailbase CRM becomes your “basecamp” — the foundation where every client journey lives.
Consolidate your tech-stack for a truly streamlined business.
Why Trailbase CRM?
Forget the headache. Leave the setup to us.
Trailbase isn’t just another CRM — it’s the central hub that connects with nearly everything your business already uses. From email and calendars to accounting platforms and marketing tools, Trailbase integrates seamlessly so your workflows stay fluid instead of fragmented. But the real advantage is that you don’t have to figure out the setup or spend hours configuring integrations. Pathfinder Creative handles the full build-out for you — customized, branded, and ready to go from day one. And when questions come up, our team provides ongoing support, so you’re never left on your own. With Trailbase, you get the power of an all-in-one platform and the peace of mind of a partner who sets it up and stands behind it.
- Lead Capture & Nuturing
- Secure Client Portals
- Automated Workflows
- Contracts & E-Signatures
- Full Pipeline w/ Tracking
- Task & Project Management
The Business Vitals
Forecast your sales, manage your leads, and make sure no opportunity gets left on the table.
Intuitive Automation Builder
Smart doesn’t need to mean difficult.
Trailbase includes a drag-and-drop automation tool for infinite flow building. Tell the AI assistant what you want to accomplish and then sit back and watch the magic happen. Not a fan of building automations? No worries; Pathfinder will do it for you.
AI Agents Fill in the Gaps
Avoid burnout and enjoy the efficiency of agents that work for you.
- AI Assistants
- Phone/Voice AI
- Chat Conversation AI
- AI Automation Builder
- Knowledge Base
- Appointment Scheduling Agent
Capture Leads Your Way
Easy form builder with extensive logic.
Design your forms with ease and embed directly on your website. Create forms with the perfect level of friction. Automate follow up for smart and efficient nurturing.
Configurable Pipelines
Give your sales team the tools they need to close the deals.
- Round Robin Automation
- Drag-and-drop stage movement
- Tailor the stages to your business flow
- Complete Opportunity Management
Integrated Voice & SMS with Automation
Trailbase is the true one-stop communication hub.
Bring your voice operations into Trailbase, or create an all-new flow. Automations and AI allow you to tailor the customer and agent experience with the ultimate freedom.
More tools than we can list...
Ditch your sprawl of tech tools and choose Trailbase today.
- Sync with Quickbooks, Stripe, your website, and more
- 2-way email sync
- Task management & assignment
- Full marketing toolbox
- Proposals, estimates, invoices, contracts
- Memberships & Courses
Native Syncing
Meta: Auto-sync ad leads, manage DMs, and respond to reviews and comments across all your Facebook Pages and Instagram handles.
Calendar: Sync multiple calendars so that you never double-book yourself.
Full Google Suite: Google Business, Contacts, and Workspace.
E-Commerce: Shopify, Woocommerce, Shipstation, Shippo
+ infinite more with Leadconnector.
Pricing
Trailbase starts at just $197 per month, making it one of the most cost-effective growth tools available. It replaces the need for multiple subscriptions — from form builders and schedulers to landing page software and basic CRMs — by rolling everything into one streamlined platform. With Pathfinder Creative handling setup and support, you get enterprise-level power at a fraction of the cost.
All-in-one power, one simple price
Trailbase starts at just $197/month and replaces a stack of separate tools. Pathfinder Creative handles the setup and ongoing support—no DIY glue work required.
| Feature | Trailbase ($197/mo) | Typical Stack | Approx. Cost |
|---|---|---|---|
| CRM & Contact Management | Included | HubSpot / Zoho | $50–$200/mo |
| Appointment Scheduling | Included | Calendly / Acuity | $15–$30/mo |
| Forms & Surveys | Included | Typeform / Jotform | $25–$50/mo |
| Landing Pages & Funnels | Included | ClickFunnels / Leadpages | $97–$150/mo |
| Email & SMS Automation | Included | Mailchimp / ActiveCampaign | $50–$100/mo |
| Client Portal & E-Signatures | Included | DocuSign + Portal Add-ons | $30–$60/mo |
| Pipeline & Task Tracking | Included | Trello / Asana / Monday | $15–$40/mo |
| Reporting & Analytics | Included | Mixpanel / Add-ons | $50–$100/mo |