The best Business Suite software in India, built to help your business grow. Contact us at +91-8882435276.
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Web forms, inbound email, and imports all land in one pipeline — no lead slips through the cracks.
Drag deals across stages, spot the ones going cold, and forecast revenue from a single board.
Calls, emails, and meetings log against the right contact and deal automatically.
Triostack CRM organizes contacts, companies, and deals into a single pipeline view, so sales teams spend less time on data entry and more time closing. Because it runs on TriostackOne, customer data stays connected to support, finance, and the rest of your business.
🔥 We have 1,200+ sales teams run their pipeline on Triostack CRM.
Works with
Every contact, company, and interaction lives in one place — visible to sales, support, and leadership.
See exactly where every deal stands with configurable stages and forecasting views.
Automate follow-ups, reminders, and repetitive pipeline tasks so reps can focus on selling.
17 features across leads, sales documents, calling, WhatsApp, team management, integrations, and settings — grouped so you can scan the whole catalogue or jump straight to what you need.
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.
Every lead captured for your organization in one searchable list — status, tags, assigned owner, category, source, and contact details at a glance, filterable by status, tag, or date so reps can jump straight to what needs work.
A drag-and-drop board that tracks leads through New, Follow-up, Contacted, Qualified, and Won stages. Stage totals, time-in-stage, and a live conversion rate give managers a real-time read on pipeline health without exporting a report.
Generate itemized quotations for customers and track them from draft to approval, with amount, validity, and owner recorded against every quote.
Issue customer invoices and track payment status — paid, partially paid, overdue — with grand totals and due dates in one view.
A shared calendar of every booking on your organization's account — demos, meetings, and follow-up calls — with status and attendee visible at a glance, month by month.
A team inbox for WhatsApp conversations, so multiple agents can view and reply to customer chats from one connected number — with lead details, tags, and notes alongside the thread.
Bring inbound leads from ads, your website, and listing platforms straight into the CRM pipeline.
Ingest leads directly from your website forms through a configurable webhook.
Bring Google Ads lead-form submissions straight into your CRM pipeline.
Capture Meta (Facebook and Instagram) instant-form leads automatically as they come in.
Turn Click-to-WhatsApp ad clicks into inbound leads your team can follow up on.
Pull leads generated through your Justdial listing directly into the CRM.
Route leads captured through LinkedIn Ads lead-generation forms into your pipeline.
Connect the channels your CRM uses to send templates, transactional email, and SMS.
Connect your WhatsApp Business number through the official Cloud API to power templates, the shared inbox, and automations.
Send CRM emails — quotations, invoices, follow-ups — through a connected Gmail SMTP account.
Send CRM emails through a connected Hostinger SMTP account as an alternative mail sender.
Send DLT-registered SMS and MMS notifications to leads and customers directly from the CRM.
Route and score new leads automatically so reps focus on the ones most likely to convert.
Coordinate multi-stakeholder deals with shared visibility across account teams.
Flag upcoming renewals and expansion opportunities before they're missed.
Because every app runs on the same platform, data moves between them without manual exports.
Built for these industries
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Security
Single sign-on shared across the whole platform.
Control exactly who can see and edit data in CRM.
Data is protected in transit and at rest.
“Moving our sales and delivery teams onto one platform cut out a lot of the manual handoff work between CRM and project tracking.”
Start free today, or talk to our team about rolling out the full Business Suite.
Grow your business by building, referring, or reselling with Triostack.
