Trailbase Orientation
Here we explain what popular features are available within Trailbase as well as basic navigation.
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Watch our 10-Minute Tour
In this video, we give you a snapshot of what it’s like to navigate Trailbase on both desktop and the mobile app.Â
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