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Start with the quickest option and move up only if you need to. Each step is a little more hands-on than the last.
What TriostackOne is and what's included in the Business Suite.
TriostackOne is a connected Business Suite built by Triostack Technologies Private Limited. It brings sales, customer support, communication, HR, payroll, learning, projects, and finance into one workspace — with one login, one user directory, shared roles and permissions, and a shared data model so records flow between apps instead of living in silos.
There are ten products: Triostack CRM (sales pipeline and customers), Wabiz (WhatsApp Business messaging), Desk (helpdesk and ticketing), Mail (custom-domain business email), Website (website and landing-page builder), HRMS (employee records, onboarding, attendance, performance), Payroll (pay runs and payslips), LMS (training and certifications), Projects (task and delivery management), and Finance (invoicing, expenses, and reporting).
TriostackOne is built for businesses of every size. Small and growing businesses use it to replace a patchwork of separate tools, while large enterprises rely on it for multi-entity operations, advanced roles and permissions, audit-ready security controls, and dedicated support. Teams in technology, professional services, real estate, retail, manufacturing, healthcare, education, and financial services use it — often starting with one product and expanding across the suite as they scale.
Because every app shares the same identity, permissions, and data model, there's no re-entry between teams: a website form becomes a CRM lead, a won deal becomes an invoice and a delivery project, HRMS attendance feeds Payroll, and Payroll costs post into Finance. You manage users, access, and billing in one place.
Yes. Paid CRM plans include AI call transcription and sentiment analysis, plus the TRIOSTACK-ZEXY AI-powered chatbot. Across the suite, AI helps prioritize deals in CRM, streamline HR workflows, recommend training in LMS, flag unusual pay-run changes in Payroll, highlight financial trends in Finance, and spot at-risk timelines in Projects. See Platform → AI for details.
Set up your account, invite your team, and bring in your data.
Click "Start for free" anywhere on this site, or go to app.triostackone.com/signup. Create your workspace, choose the first app you want to turn on, and you can start working immediately. Existing users can sign in from the Sign In link in the top navigation.
No. You can start without billing details. Most products have a Free plan, Desk is free forever, and CRM and Wabiz start with a 2-day free trial. You only add payment details when you're ready to move to a paid plan.
Start with the problem that hurts most today — usually CRM for sales teams, Desk or Wabiz for customer-facing teams, or HRMS and Payroll for people operations. Once the first app is running smoothly, add the next one; your users, permissions, and data carry over automatically.
Go to Settings → Team and invite people by email. Because identity is shared across the whole suite, one invite gives that person access to every app you turn on for them — there's no separate signup per product.
Each app starts empty so you can bring data in deliberately. Most teams import contacts, leads, employees, or products via CSV from Settings → Import inside the relevant app. If you're moving from another system and have a lot of data, our team can help plan the migration.
Yes. CRM includes a basic onboarding session on the trial, three guided sessions on Standard, and custom onboarding and implementation on Enterprise. Enterprise plans for every other product also include custom onboarding and implementation. Contact us to schedule a session or a demo.
Sales, customer communication, and support apps.
CRM manages your full sales cycle: capture leads from any source, move them through visual pipelines, schedule follow-ups, handle deal requests, and manage customers. It also covers products, brochures, proposals, quotations, invoices, payments received, and agreements, plus a calendar with bookings, call logs and recordings, and a built-in WhatsApp shared inbox with templates and automation triggers.
Leads can come in automatically from your website (webhook or Triostack Website forms), Google Ads, Meta, LinkedIn Ads, Click-to-WhatsApp ads, Justdial, MagicBricks, Housing.com, and 99acres — or be added manually and imported via CSV. Lead assignment settings route each new lead to the right person.
Yes. Every CRM module ships on every plan, including the free trial. Plans differ in seats, limits, AI features, and support level — not in which modules you get. The Standard plan requires a minimum of 3 seats, and you can add more anytime.
Wabiz turns your WhatsApp Business number into a team channel. Multiple agents can reply from one number without sharing a phone, send broadcasts to opted-in contacts, build no-code chat flows that answer FAQs and qualify leads, and track response times and reply rates. New chats can become CRM leads or Desk tickets automatically.
Yes. Desk is free forever with every feature included — unlimited agents, omnichannel ticketing across email, chat, and WhatsApp, a shared ticket queue, a customer context panel showing CRM history, SLA and escalation rules, and support reporting.
Professional email on your own domain (you@yourcompany.com), shared inboxes like support@ or sales@ with assignment and internal notes, a built-in calendar for scheduling, spam and phishing protection, and a CRM context panel that shows the sender's deals and tickets next to each email.
Landing pages and full marketing sites, using a drag-and-drop editor with reusable sections. Every form submission becomes a CRM lead instantly. Paid plans add custom domains with hosting and SSL, on-page SEO controls (titles, metadata, redirects), and site analytics.
Employee management, pay runs, and training.
HRMS is your system of record for people: structured employee records and documents, onboarding checklists, attendance and leave with manager approvals, performance reviews and goals, and org-chart and role management. The same employee record powers Payroll, LMS, and access permissions across the suite.
Payroll reads attendance, leave, and salary changes straight from HRMS, so each pay run starts pre-filled and pre-checked instead of being rebuilt from spreadsheets. After approval, it generates itemized payslips and posts payroll costs into Finance automatically.
Yes. You configure deduction rules and statutory settings per region or legal entity, and they're applied automatically on each pay run. Every run is logged for an auditable trail. Enterprise plans add multi-entity and multi-region compliance.
Yes. Payslips are distributed on payday in a consistent, branded format, and employees get self-service access to their payslip history and tax documents.
Build courses and learning paths from video, documents, and quizzes; assign them automatically by role, department, or onboarding stage using HRMS data; track who's complete, in progress, or overdue; and issue certifications with renewal tracking for compliance training.
Yes, if you set up assignment rules. When a new employee record is created in HRMS, LMS can enroll them in onboarding or compliance courses automatically, and promotions or transfers can trigger the right learning path.
Delivery management, invoicing, expenses, and reporting.
Projects helps teams plan and deliver work using boards, lists, or Gantt-style timelines. You can set milestones, log time against tasks, see team workload and capacity, and track delivery metrics like on-time completion and throughput.
Yes. When a deal is marked closed-won in CRM, it can spin up a delivery project with the client and scope already attached, and the project stays linked to the originating account and deal.
Invoicing, expense submission and approval, payroll cost sync, financial reporting (revenue, cost, margin, cash flow), and multi-entity support for businesses operating across several companies or regions.
No. Invoices can be generated directly from closed CRM deals or delivered project work, so there's no re-keying and no missed billing. You can still create one-off invoices manually.
Employees submit expenses, the configured approver (their manager or a fixed approver per team) approves them, and finance books them — all in one flow with a full audit trail.
Shared data, identity, and workflows across the suite.
Yes. Website forms and WhatsApp chats create CRM leads; Mail and Wabiz conversations become Desk tickets; closed CRM deals create invoices in Finance and projects in Projects; HRMS employee records feed Payroll and LMS; and Payroll runs post as costs in Finance. This removes most of the manual re-entry between teams.
No. You can run just one or two products and add more as your needs grow, without re-implementing identity, permissions, or reporting each time.
Yes. TriostackOne Identity gives every person one login and one profile across the suite, and role changes update their access everywhere automatically.
Yes. Things like CRM pipeline stages or HRMS attendance policies can be configured per team or location within the same workspace.
Each app has a full setup guide under Resources → Documentation — covering pipeline configuration for CRM, onboarding workflows for HRMS, pay cycles for Payroll, course building for LMS, and more. Developers can find API and integration guides under Resources → Developer.
Connect outside tools and work on the go.
CRM alone connects to Google Ads, Meta, LinkedIn Ads, Click-to-WhatsApp, Justdial, MagicBricks, Housing.com, 99acres, the WhatsApp Cloud API, Gmail and Hostinger SMTP, DLT-registered SMS, Google Calendar, and website and appointment webhooks. See Platform → Integrations for the full list across the suite.
Yes. CRM integrates with Razorpay, PhonePe, Paytm, and UPI QR codes, so customers can pay invoices directly and payments are recorded against the right invoice and customer.
CRM integrates with TeleCMI, Frejun, and Tata Smart Flow for cloud calling, with call logs and recordings saved against each lead. The mobile app also supports GSM (SIM-based) calling.
Yes. The Triostack CRM mobile app is available on the Google Play Store. It lets your field and sales team work leads on the go and make GSM (SIM-based) calls that log automatically in the CRM.
Yes. APIs are available for invoicing, tickets, blogs, and expenses, along with webhooks for website leads and appointments. Developer documentation is under Resources → Developer.
Manage users, roles, and permissions.
A role (Admin, Manager, Member) sets a starting baseline. Actual permissions are scoped per app — someone can be a Manager in HRMS able to approve leave, while only having Member-level access in Finance.
Yes. Assign a reporting manager to each user so approvals, lead visibility, and team reports follow your org structure. In HRMS, reporting lines come from the org chart.
Removing a person from Settings → Team revokes their access to every app at once. Their historical records stay intact and are reassigned or marked as owned by a former employee, depending on the app.
Yes. Settings → Team → Access log and the Audit Logs show every permission change, sign-in, and app enablement across the workspace, with who made the change and when.
Workflows like leave requests, expense reports, and deal discounts each have their own approval chain, configured under that app's Settings → Approvals — either manager-based (following the org chart) or a fixed approver per team.
Under Settings you'll find company information, addresses, branding and invoice settings, communication settings, working hours, backup and archive settings, and lead assignment rules. These are shared across every product on your account.
How your data is protected, backed up, and owned.
Business data is protected in transit and at rest, access is controlled through centralized identity and role-based permissions, meaningful changes are recorded in audit logs, and the platform is monitored continuously. Read more on the Security and Trust pages.
You do. Triostack processes your data only to provide the service, as described in our Data Processing Agreement and Privacy Policy. You can export your records at any time.
Yes. Data is kept in encrypted backups for business continuity and disaster recovery, and admins can manage backup, export, and archive preferences under Settings → Backup and Archive.
Your account is deactivated and your data is retained for a limited period so you can export it, then deleted according to our Data Retention Policy. Contact us before cancelling if you need help exporting.
Visit the Status page for live service status and incident history across every product.
Plans, trials, payments, and invoices.
You can buy products individually — each has its own plans, usually Free, Starter, Business, and Enterprise — or choose a Business Suite plan that covers several apps for your whole team. Suite plans range from Free (up to 3 users and 1 app) to Business (unlimited users and full suite access) and custom-priced Enterprise.
Desk is free forever. HRMS, Payroll, LMS, Projects, Finance, Mail, and Website each have a Free plan with usage limits. CRM and Wabiz start with a 2-day free trial so you can try every feature before choosing a paid plan.
CRM and Wabiz prices come live from our Indian pricing system, so they're shown in INR with applicable GST notes and the billing terms available for each plan. Visit each product's Pricing page for current rates.
Yes. Annual billing is available on paid plans and saves around 20% compared with paying monthly. You can switch between monthly and annual from Settings → Billing.
Go to Settings → Billing to upgrade or downgrade, add seats, update payment details, or download invoices. Plan changes take effect at the start of your next billing cycle.
Your seat count drops on the next billing cycle. Removed users no longer count toward your active-user total.
Yes. Enterprise plans include volume seat pricing, advanced security and audit controls, custom onboarding and implementation, and a dedicated account manager. Talk to Sales from the Contact page for a quote.
How to reach us and what response times to expect.
Call us at +91-8882435276, email info@triostack.in, or send a message from the Contact page and the right team will get back to you.
It depends on your plan. As an example, CRM support responds within 24–48 hours on the trial, 8–12 hours with Priority Support on Standard, and 2–4 hours with a Dedicated Account Manager on Enterprise.
Yes. Click "Request Demo" on any product page or reach out from the Contact page, and we'll walk you through the apps that fit your business.
Yes. We run channel and technology partner programs for consultants, resellers, and software vendors. See the Partners section to learn more or apply.
Still stuck?
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Our team can help with setup, migration, or anything the Business Suite doesn't answer on its own.
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