TrioCRM sales dashboard preview
Built for High-Growth Sales Teams

Boost Your Sales Deals by 40% with Trio-CRM 360

From missed calls to WhatsApp leads — capture everything and convert faster with zero manual effort.

  • Close deals 40% faster with automated follow-ups
  • Capture 100% of leads (calls, WhatsApp, forms — everything)
  • Know exactly what your sales team is doing in real-time
  • Assign leads instantly to the right rep — no delays, no confusion

Book Your Free Demo

See how CRM Solutions can grow your business

Trusted by 1000+ growing business across India

40%+Average increase in sales productivity
IICPA
HS Codes
Tax Esquire
Menorah
The Poetry Shop

PROBLEM TO SOLUTION

Why Businesses Switch to TrioCRM

TrioCRM turns disconnected sales work into one clear path from lead capture to follow-up, pipeline visibility, and faster conversion.

Scattered workflow

Busy teams, unclear movement

Leads get buried in shared inboxes
No SLA for first response time
Follow-ups happen too late
Pipeline stages are inconsistent
Reporting depends on spreadsheets
Duplicate records create confusion
No clear owner for each lead
Handoffs lose conversation context
Lead source attribution is unreliable
Manager updates are collected manually

TrioCRM operating layer

One structured revenue path

0%

Faster response

0%

Higher efficiency

0.0x

Revenue visibility

Capture

Lead becomes visible

Every enquiry, source, owner, and note lands in one CRM workspace.

How it works

How TrioCRM Works

A simple 4-step process to capture, manage, and convert your leads efficiently.

Start managing your leads smarter today

Features

Result-Driven CRM Features

From lead capture to conversion, every module is built to increase speed, improve follow-ups, and deliver measurable sales outcomes.

Lead Capture & Conversion

Capture Every Lead & Close Deals 2x Faster

Automatically capture every lead, respond instantly, and convert faster - without manual effort or missed follow-ups.

  • Capture 100% of leads (calls, WhatsApp, forms - everything)
  • Respond instantly with automated follow-ups in seconds
  • Improve conversion rates by 30%+ with faster response cycles
  • Assign leads 2x faster with zero manual effort
See This in Action

Lead Journey Automation

Missed Call

Lead received

Auto Capture

Auto-captured lead

Instant WhatsApp

Instant follow-up sent

Assigned

Assigned instantly

Pipeline

Sales stage updated

100% lead captureInstant follow-ups2x faster assignment

CATEGORY 02

Dealers & Agencies CRM

Run partner networks, inventory, orders, distribution, and collections with dealer and agency teams in sync.

  • Partner, order, and inventory visibility
  • Distribution and sales pipeline tracking
  • Dealer, payment, and collection workflows
Book Module Demo
Dealers & Agencies CRM product preview

CATEGORY 03

Admin, Analytics & Platform

Give leaders a secure operating layer for permissions, reporting, audit trails, and platform-wide control.

  • Role-based access and platform administration
  • Executive dashboards with live performance views
  • Integrations, audit logs, and tenant controls
Book Module Demo
Admin, Analytics & Platform product preview

CATEGORY 04

WhatsApp + Telecalling CRM

Engage customers instantly with a unified WhatsApp inbox and integrated telecalling, automated templates, and broadcast campaigns.

  • Consolidated WhatsApp inbox & call logs for the team
  • Template management and automated replies
  • Broadcast campaigns and flow builders
Book Module Demo
WhatsApp + Telecalling CRM product preview

Everything you need to run your business smarter

Start with TrioCRM
Integrations

Works Seamlessly With Your Favorite Tools

TrioCRM integrates with the tools your team already uses, helping you automate workflows and manage everything from one place.

WhatsApp logo

WhatsApp

Connect and engage with leads instantly

Meta Ads logo

Meta Ads

Capture and manage ad leads automatically

Google Ads logo

Google Ads

Sync campaign data and track conversions

Telephony logo

Telephony

Track calls and manage conversations efficiently

Webhooks & API logo

Webhooks & API

Integrate with external systems and automate workflows

And many more integrations available to fit your workflow

Results

Real Results with TrioCRM

Businesses using TrioCRM see measurable improvements in sales performance and team efficiency.

0%

Increase in Conversion Rate

0%

Faster Response Time

0+

Businesses Trust TrioCRM

0/7

Automated Lead Tracking

See these results in your business

Start Free Trial

Start strong with a smarter CRM workspace

CRM product screen slideshow
Our Product

Smart CRM Platform for Modern Businesses

Streamline your sales, automate workflows, and manage multi-branch operations with our powerful CRM platform designed for Indian enterprises.

Real-time analytics dashboard

Gain instant insights into your sales performance and customer trends.

Automated lead management

Never lose a lead again with our intelligent automated tracking system.

GST-ready invoicing

Generate compliant invoices and manage tax filings with ease.

Solutions

Tailored for Your Industry

Whatever your business model, CRM Solutions provides the flexibility and power to manage your unique workflows.

Real Estate

Manage property listings, automate site visit follow-ups, and track bookings with integrated payment milestones.

Sales Teams

Equip your sales force with lead scoring, call tracking, and automated reminders to ensure no deal falls through the cracks.

Agencies

Manage client projects, track communication history across teams, and automate professional reporting and billing.

Service Businesses

Handle support tickets, schedule service appointments, and manage recurring billing for long-term customer retention.

Invest in Growth

ROI-Focused Pricing

CRM Solutions pays for itself by helping you close more deals and eliminating manual tasks.

Starter

₹1,199/user / month
3-5 Users|Annual

Full CRM platform for smaller teams ready to centralize sales and support.

Features (Full Platform)

Lead Management (capture, assign, track)
Contact & Customer Management
Sales Pipeline & Deal Tracking
Tasks, Follow-ups & Reminders
Click-to-Call + Call Logs
Call Recording Tracking
WhatsApp Chat Integration
WhatsApp Automation (templates, broadcast)
Quotation & Invoice Management
Payment Tracking
Ticketing & Support System
Dashboard & Reports
Analytics & Performance Tracking
Role-Based Access Control (RBAC)
User Activity Logs (Audit)
API & Integrations (Ads, Telephony, Webhooks)
Workflow Automation
Multi-User Collaboration

Support & SLA

Standard Support
Response Time: 24-48 hrs
Basic Onboarding (1 session)
Most Popular

Growth

₹999/user / month
6-10 Users|Annual

Everything in Starter with stronger performance and faster support for growing teams.

Includes

Lead Management (capture, assign, track)
Contact & Customer Management
Sales Pipeline & Deal Tracking
Tasks, Follow-ups & Reminders
Click-to-Call + Call Logs
Call Recording Tracking
WhatsApp Chat Integration
WhatsApp Automation (templates, broadcast)
Quotation & Invoice Management
Payment Tracking
Ticketing & Support System
Dashboard & Reports
Analytics & Performance Tracking
Role-Based Access Control (RBAC)
User Activity Logs (Audit)
API & Integrations (Ads, Telephony, Webhooks)
Workflow Automation
Multi-User Collaboration
Improved System Performance
Priority Resource Allocation

Support & SLA

Priority Support
Response Time: 12-24 hrs
Guided Onboarding (2-3 sessions)

Scale

₹899/user / month
10+ Users|Annual

Built for larger operations that need dedicated resources and tighter service commitments.

Includes

Lead Management (capture, assign, track)
Contact & Customer Management
Sales Pipeline & Deal Tracking
Tasks, Follow-ups & Reminders
Click-to-Call + Call Logs
Call Recording Tracking
WhatsApp Chat Integration
WhatsApp Automation (templates, broadcast)
Quotation & Invoice Management
Payment Tracking
Ticketing & Support System
Dashboard & Reports
Analytics & Performance Tracking
Role-Based Access Control (RBAC)
User Activity Logs (Audit)
API & Integrations (Ads, Telephony, Webhooks)
Workflow Automation
Multi-User Collaboration
High Priority Infrastructure
Dedicated Resource Allocation

Support & SLA

SLA Support (4-8 hrs)
Dedicated Account Manager
Full Onboarding + Training
TESTIMONIALS

What Our Clients Say

Trusted by growing businesses across India to streamline operations and drive growth.

Rajesh Kumar video thumbnail
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Rajesh Kumar

Founder @ TechFlow India

Priya Sharma

Priya Sharma

Operations Head @ Global Logistics

"Highly scalable. We managed to increase our team's productivity by 40% and finally have real-time visibility into our multi-branch operations."

Vikram Singh

Vikram Singh

Managing Director @ BuildFast Corp

"The WhatsApp integration alone paid for the CRM in the first month. Our customer engagement doubled overnight."

Neha Menon

Neha Menon

Customer Success Lead @ EduPlus India

"Follow-up reminders helped our counselors stay on track with every enquiry. We now know exactly which leads need attention each day."

Meera Iyer

Meera Iyer

Branch Manager @ UrbanNest Realty

"The multi-branch dashboard gave our managers one clean view of lead status, site visits, and pending callbacks without asking teams for manual updates."

Ritika Shah video thumbnail
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Ritika Shah

Co-Founder @ CareFirst Clinics

Farah Khan

Farah Khan

Marketing Head @ BrightWave Media

"Lead source tracking finally made our ad spend measurable. We can see which campaigns bring quality enquiries and follow up instantly."

Anjali Rao

Anjali Rao

Sales Director @ SoftSolutions

"We reduced our lead response time from 4 hours to just 5 minutes using CRM Solutions' automation. It's been a game-changer for our conversion rates."

Amit Patel video thumbnail
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Amit Patel

CEO @ Patel Enterprises

Sneha Gupta

Sneha Gupta

Marketing Manager @ Creative Agency

"Finally, a CRM that doesn't feel like a chore to use. My team actually enjoys logging their activity now, and the reports are incredible."

Karan Malhotra video thumbnail
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Karan Malhotra

Director @ NorthStar Realty

Arjun Nair

Arjun Nair

Head of Sales @ FinEdge Advisory

"Our sales reviews became much sharper after moving to CRM Solutions. The reports clearly show where deals are stuck and who needs support."

Dev Mehta

Dev Mehta

Operations Manager @ SwiftMove Logistics

"Task assignment and activity history removed confusion between our sales and operations teams. Everyone works from the same customer timeline now."

Suresh Verma

Suresh Verma

General Manager @ PrimeBuild Group

"CRM Solutions helped us standardize our enquiry process across projects. The team is faster, cleaner, and more accountable with every lead."

Trust & Security

Security You Can Trust

TrioCRM is built with enterprise-grade security to protect your data, ensure privacy, and give you complete control over access.

Role-Based Access Control

Control who can access what with flexible user roles and permissions, ensuring sensitive data stays protected.

Secure Cloud Infrastructure

Your data is securely stored with reliable cloud infrastructure, ensuring high availability and protection from data loss.

Data Privacy & Protection

We follow strict data protection practices to safeguard your business information and maintain complete confidentiality.

TrioCRM dashboard showing lead stages, activity, and analytics
Scale Your Operations

One CRM to manage leads, follow-ups, and sales execution without gaps.

Track every lead source, automate WhatsApp engagement, and run GST-aligned sales workflows built for Indian teams that handle high daily volume.

  • Capture and track every lead Bring web forms, calls, and referrals into one clean pipeline.

  • Automate WhatsApp follow-ups Send instant reminders, updates, and nudges without manual chasing.

  • Never miss a deal stage Get task alerts and movement history for each opportunity.

  • Run GST-ready sales operations Keep invoicing, records, and follow-through aligned with Indian workflows.

  • Monitor team performance live Compare rep activity, conversions, and response times in real time.

Mobile App

CRM that feelsfast on the move

A cleaner mobile companion for leads, follow-ups, and quick field updates. Less noise, faster action, and the same core CRM context wherever your team is working.

Instant lead alerts

New enquiries, follow-ups, and updates without opening the laptop.

Offline-ready access

View customers, notes, and deal context even in patchy network zones.

Fast field updates

Capture notes, scan cards, and log movement in seconds.

Play Store Icon
Mobile accessRequest the app demo

Coming Soon

TrioCRM mobile app preview
FAQS

Answers to Common Questions

Explore quick answers about implementation, integrations, timelines, and support.

IIMT Business Ladder Foundation
A CRM (Customer Relationship Management) system helps you track interactions with customers and leads. It streamlines sales, improves customer service, and increases profitability by organizing data in one central hub.
Yes, our CRM is fully GST compliant. It automates tax calculations, generates GST-ready invoices, and helps you stay on top of your financial reporting requirements with ease.
Absolutely. Our platform is designed for multi-branch management, allowing you to synchronize data across different locations while maintaining granular control over each branch's operations.
We understand every business is unique. We offer extensive customization for workflows, fields, and reporting modules to ensure the CRM fits your specific business processes perfectly.
Data security is our top priority. We use enterprise-grade encryption, regular security audits, and automated backups to ensure your sensitive business information is protected 24/7.
We provide comprehensive post-deployment support, including technical assistance, periodic training sessions, and dedicated account managers to help you maximize the value of your CRM.
CONTACT US

Talk to Our CRM Experts

Learn how TrioCRM can help you capture leads, automate workflows, and close deals faster. Get a personalized consultation tailored to your business needs.

Trusted by 1000+ growing business across India

+91 9211941924

Speak directly with our CRM consultant

Info@triostack.in

Get detailed product information & support

IIMT Business Ladder Foundation

Plot No. 19, Knowledge Park III
Greater Noida, Uttar Pradesh 201310

No obligation • Quick response • 100% secure

Call:+91 9211941924
WhatsApp:88265 23845