Trailbase CRM
Organize, connect, and grow with Trailbase CRM — all in one place. Powered by the powerful platform of GHL.
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, 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.
Built on HighLevel, Powered by Pathfinder Creative
Trailbase is built on HighLevel, a leading all-in-one CRM and automation platform trusted by agencies and businesses nationwide. HighLevel provides the secure infrastructure behind client communication, lead management, automations, and reporting—while Pathfinder Creative customizes, configures, and supports the system to fit your business. Instead of handing you complicated software, we deliver a streamlined, purpose-built solution that connects your website, marketing, and operations into one cohesive system.
Why Trailbase CRM?
Consolidate with Purpose
We at Pathfinder can relate; there are too many business tools available and not enough time to figure them out.
Our goal is to maximize your efficiency, while at the same time keeping you and your team sane.
We will be your advocate; connecting your systems together in a smart, intuitive, and powerful way.
- No need for third party developers
- Powerful, yet easy to use
- Designed for your specific use-case
- Native integration with your website
- A feature for every need
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 |
The Feature List
Be sure to download Lead Connector App for IOS or Android. Manage Trailbase on your mobile device.
✅ Contact Management
✅ Smart Pipelines & Opportunity Tracking
✅ Automated Lead Capture Forms
✅ Task Management & Reminders
✅ Shared Team Calendars
✅ Calendar Scheduling Links
✅ Round-Robin Appointment Assignment
✅ 2-Way Email & SMS Sync
✅ Custom Chat Widgets for Websites
✅ Conversational AI Chatbots
✅ AI Agents for Lead Follow-Up
✅ Automated Workflows & Triggers
✅ Internal Notifications & Alerts
✅ Contracts & E-Signing
✅ Estimates & Proposals
✅ Invoices & Online Payments
✅ Products & Orders
✅ Subscriptions & Recurring Billing
✅ Client Portals with Secure Login
✅ File & Document Uploading
✅ Branded Client Dashboards
✅ CRM Notes & Mentions
✅ Pipeline Stage Automation
✅ Email Templates & Sequences
✅ SMS & Voicemail Drops
✅ Call Routing & Tracking
✅ Missed-Call Text-Back
✅ Conversation Inbox (All Channels)
✅ Multi-Channel Inbox (Email, SMS, FB, IG, Web Chat)
✅ AI Response Suggestions
✅ Review Requests & Reputation Management
✅ Google My Business Messaging
✅ Social Media Planner (Facebook, Instagram, LinkedIn, Google Posts)
✅ AI Social Caption Generator
✅ Funnel & Website Builder
✅ Blog & Landing Pages
✅ Custom Forms & Surveys
✅ Memberships & Online Courses
✅ Workflow Conditions & Branching Logic
✅ Tags, Custom Fields & Dynamic Segmentation
✅ Triggers for Automating Actions
✅ Appointment & No-Show Automation
✅ Drip Campaigns & Nurture Sequences
✅ Pipeline Analytics & Reporting
✅ Call Recording & Transcripts
✅ Teams & User Permissions
✅ Custom Notifications & Alerts
✅ Integration with Google, Meta, Stripe & QuickBooks
✅ API Access & Webhooks
✅ Mobile App for iOS & Android
✅ 24/7 Support Portal (White-Labeled)
✅ Unlimited Contacts & Opportunities (depending on plan)
🔧 Optional Add-Ons (Trailbase Growth Suite)
✅ Branded AI Assistant
✅ White-Label Onboarding Flows
✅ AI Lead Scoring
✅ Team Chat & Collaboration Boards
✅ Form-to-CRM Sync for External Sites
✅ Automated Welcome Sequences
✅ Review Response AI
✅ Call Whisper Coaching
✅ Dashboard Customization for Clients
✅ Multi-Location Management