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Everything CRM does, in depth — the day-to-day tools your team will actually use.
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.
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.
