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Triostack CRM
Sales · 17 modules
Grow relationships. Convert more opportunities.
See modulesShared across every app: Unified identity · Shared roles & permissions · Connected workspace · Notifications · Integrations · Shared data model
Every app below shares the same identity, roles and data. Pick one to jump to its modules and screenshots.
Prefer a single app? Browse products
One login and one user directory across every app.
Set access once and apply it consistently everywhere.
Teams and org structure stay consistent across products.
One place to see what needs attention across the suite.
Shared platform services for connecting outside tools.
Records connect across apps instead of living in silos.
Sales · 17 modules
Grow relationships. Convert more opportunities.
A sales CRM that keeps leads, deals, and customer conversations organized so your team can build a stronger sales operation without switching tools.
Overview
Leads & Pipeline
Sales & Revenue
Calendar
Integrations · Lead Sources
Integrations · Messaging
A live overview of leads, customers, quotations, contacts, and calls for your organization. Total and active lead counts, win rate, open quotations, and call volume sit alongside upcoming follow-ups and meetings, so every rep starts the day knowing exactly what needs attention.
Inbound lead qualification
Route and score new leads automatically so reps focus on the ones most likely to convert.
Enterprise deal management
Coordinate multi-stakeholder deals with shared visibility across account teams.
Renewal & expansion tracking
Flag upcoming renewals and expansion opportunities before they're missed.
TriostackOne Identity
Single sign-on and shared user roles across the suite.
Turn closed deals into invoices without re-entering data.
Hand off closed-won deals into delivery projects instantly.
Platform · 5 modules
Turn WhatsApp into a real sales and support channel.
WhatsApp Business messaging and automation that connects conversations directly to CRM and support, so WhatsApp becomes a tracked channel instead of a black box.
Manage every WhatsApp Business number from one shared inbox. See all your numbers, filter chats by unread or open window, and reply to customers with text, templates, or canned messages. Every agent sees the full conversation history, so no chat depends on one person's phone.
Lead capture via WhatsApp
Turn inbound WhatsApp chats into tracked CRM leads automatically.
WhatsApp customer support
Handle support conversations on WhatsApp alongside email and chat.
Order & appointment updates
Send automated order or appointment updates without manual messaging.
New WhatsApp conversations create CRM leads automatically.
Route WhatsApp support conversations into the shared ticket queue.
Platform · 5 modules
Support customers without losing track of a single ticket.
Helpdesk and ticketing software that keeps every customer conversation, across email, chat, and WhatsApp, organized and connected to the customer's account.
A live overview of support tickets for your organization: total, pending, in-process, and completed counts at a glance, plus the most recent tickets, so every agent starts the day knowing what needs attention.
Multi-channel customer support
Handle email, chat, and WhatsApp support from a single queue.
Tiered support escalation
Route complex tickets to the right team automatically.
Account-aware support
Give agents full account context so customers don't repeat themselves.
Turn inbound support emails into tickets automatically.
Handle WhatsApp support conversations in the same queue.
See the customer's deals and account history on every ticket.
People · 8 modules
Manage your people, from hire to retire.
An HR management system for employee records, attendance, leave, shifts, and reimbursements — connected to payroll and the rest of your business.
Keep every employee in one searchable directory with ID, department, designation, contact details, join date, and status. Filter by status or department, import records in bulk, and edit or deactivate a profile in a click.
Multi-location workforce management
Keep HR policy and records consistent across offices, teams, and geographies.
Shift-based and multi-site attendance
Run biometric attendance, shifts, and weekly-off rules across plants, warehouses, and offices from one place.
Leave and expense approvals
Give managers one queue for leave, overtime, and reimbursement requests, with a clear approval trail.
Employee data flows directly into payroll processing.
Assign training to employees based on role and department.
TriostackOne Identity
Role changes update platform-wide access automatically.
Finance · 7 modules
Run payroll with confidence, every cycle.
Payroll processing that connects directly to employee, attendance, and leave data, with claims and reimbursements paid through the same pay run.
Create a payroll run for any pay cycle and see its run ID, pay period, number of employees, net pay, and status at a glance. Filter by cycle or status, open a run to review it, and download its payslip document.
Multi-location payroll
Run payroll consistently for teams across offices, plants, and sites from one workspace.
Attendance-linked pay
Calculate pay accurately using attendance and leave data already in HRMS.
Claims and reimbursements
Approve travel and expense claims once and pay them with the regular payroll cycle.
Attendance and leave data feeds payroll calculations directly.
Payroll costs post into your ledgers automatically.
Learning · 9 modules
Train your team without losing momentum.
A learning management system for onboarding, compliance, and skills training — assignable directly from employee records.
Create a course with a title, description, category, and duration, then add videos, documents, quizzes, and real-world assignments in one place.
New-hire onboarding training
Pair onboarding checklists in HRMS with structured learning paths.
Compliance certification
Track required certifications and send renewal reminders automatically.
Skills development
Give teams a consistent path to build and track new skills.
Assign and track training directly from employee records.
TriostackOne Identity
Course access follows role-based permissions.
Delivery · 8 modules
Plan, track, and deliver work on time.
Project and work management for teams that need visibility from planning through delivery, connected to sales and finance.
Create a project with a name, description, start and end dates, type, and priority. Pick a template to start quickly and add a cover image so every project is easy to spot.
Client delivery projects
Turn closed CRM deals into structured delivery projects instantly.
Internal initiatives
Plan and track cross-functional internal projects with clear ownership.
Resource planning
Balance workload across teams using a shared capacity view.
Convert closed-won deals directly into delivery projects.
Track project costs and billing against actuals.
Finance · 21 modules
See the full financial picture of your business.
Financial management for invoicing, expenses, and reporting — connected directly to sales, payroll, and delivery data.
See outstanding, overdue, and draft invoices, the amount due, payments received, and open quotations on one live dashboard. Track expenses, pending approvals, and net cash flow beside revenue, with an invoice mix by payment status.
Deal-to-invoice automation
Generate invoices directly from CRM deals without manual re-entry.
Project profitability
See project cost and margin using connected delivery and payroll data.
Monthly close
Simplify monthly close using financial data already connected across the suite.
Turn closed deals into invoices automatically.
Sync payroll costs directly into financial reports.
Track project cost and profitability accurately.
Platform · 8 modules
Business email that stays connected to your team.
Business email hosting with shared inboxes and calendars, connected directly to your CRM and support data so context always comes with the conversation.
Add the organizations and domains your team sends from, manage the users on each, and set up email aliases. See every organization with its domain, user count, and active or pending status.
Company email on your domain
Run mail for one or several organizations on your own domains, with users and aliases managed centrally.
Sales follow-up
Link emails with CRM leads, contacts, and opportunities so every reply starts with the full story.
Safer inboxes
Block spam, phishing, and infected attachments, and review exactly what was stopped.
Link emails with leads, contacts, and opportunities.
Turn emails into support tickets automatically.
Google Workspace
Sync emails, contacts, and calendar.
Microsoft 365
Sync with Outlook, Calendar, and Contacts.
Slack
Get email notifications directly in Slack.
Platform · 6 modules
Launch a website that feeds your CRM automatically.
A website builder for landing pages and marketing sites where every form submission becomes a lead in CRM — no separate integration required.
Build pages visually in one workspace with Pages, Templates, Forms, Domains, SEO, and Settings a click away. Drop in image blocks and reusable sections, preview the result, and publish when it's ready.
Marketing landing pages
Launch campaign pages quickly and route leads directly into CRM.
Company website refresh
Rebuild your core site without depending on a dev team for every change.
Gated content & lead capture
Turn downloads and sign-ups into tracked CRM leads automatically.
Form submissions become leads instantly.
Add live chat and a help widget to any page.
Start free, or talk to our team about rolling out TriostackOne.
Grow your business by building, referring, or reselling with Triostack.
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