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Phone number
Email address
Head office
Noida office
The right team at TriostackOne will get back to you.
Built for
Affordable CRM for Financial Advisory
Total cost
Compare seats, add-ons and setup, not just the headline price
Positioning Assessment
Financial advisers and distributors keep many client relationships, schedule regular reviews and send proposals and follow-ups on a rhythm. Costs creep in when every adviser needs a licence, or when a CRM is bought for features that are meant for large sales floors.
Triostack CRM keeps clients and prospects on one record with calls and WhatsApp chats, schedules meetings and review dates on a calendar, holds proposals and agreements and uses roles to control who sees which clients. Ask us about your specific regulatory and data-handling needs. Plans differ in seats, limits and support, not in which modules you get, and there is a free trial so you can try it on your own leads first. We do not quote prices on this page because they change; the pricing page always shows the current ones.
“Review dates and follow-ups sat on each client. Nothing depended on an adviser's memory.”
Sample team scenario
Illustrative example, not a customer testimonial
Calendar & Bookings
Meetings and follow-ups on one calendar
In the Product
Imagine checking the final amount, taxes and extras included, before choosing the restaurant.
Seats, add-ons and setup together.
Free trial on every module.
Know what is not included.
Platform Integrity
No feature gating
Try it on your own leads
Pay for the team size you have
Ask what costs extra
At a Glance
Six things to compare on price, for any CRM including ours.
Cost model
Every module on every plan; plans differ by seats, limits and support
A Typical CRM Quote: Tiers, seats and add-ons priced separately
Client relationships
Records, calendar and follow-ups per client
A Typical CRM Quote: A sales-floor tool for a relationship business
Messaging
WhatsApp Cloud API inbox in the CRM; Meta charges conversations by its own pricing
A Typical CRM Quote: Often an add-on or a separate tool
Invoicing
Quotations and GST invoices from a deal
A Typical CRM Quote: A separate billing tool
Setup
Guided setup session
A Typical CRM Quote: Self-configured or paid onboarding
Trial
Free trial on every module
A Typical CRM Quote: Check what the trial includes
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
Lead Follow-Ups
Compare seats, add-ons and setup, not just the headline price
Feature Breakdown
Captured directly from the production Triostack CRM interface.
Every source in one list.
On this screen: Every lead with its source, status and owner.
How it fits the plan
Count users. Who needs a seat today, and next year?
List extras. What would you buy on top?
Practical tip
Put the next review date on every client. A dated next step is the difference between a record and a relationship.
Meetings in view.
In real life
Annual review
Dates and agendas are on the client record.
Nothing slips.
Watch out for
Keeping client notes in personal files that the firm cannot see.
Who sees what.
Before you start
Execution Plan
Who needs a seat today, and next year?
What would you buy on top?
Use your own leads on the free trial.
Add it up per month and per year.
Practical Guide
Before you start
A tip that helps
Put the next review date on every client. A dated next step is the difference between a record and a relationship.
A common mistake
Keeping client notes in personal files that the firm cannot see.
In Real Life
Scenario 01
Dates and agendas are on the client record.
Scenario 02
A proposal and follow-up are tracked.
Scenario 03
Roles keep each adviser's clients apart.
Straight answers about Affordable CRM for Financial Advisory, from setup to what happens next.
Have a question about Affordable CRM for Financial Advisory?
Book a free callYes. Every CRM module is available on the free trial, so you can test it with your own leads before you pay.
Plans differ in seats, limits and support, not in which modules are available.
Ask us about your specific regulatory and data-handling requirements. We do not make compliance claims on this page.
On the CRM pricing page, which always shows the latest figures.
Affordable CRM for Financial Advisory? Here is where the real cost of a CRM hides, what to compare, and how Triostack CRM keeps every module on every plan. See the pricing page for current prices.
It runs in 4 steps: Count users, List extras, Trial and Compare totals. Who needs a seat today, and next year?
The real screens on this page include Calendar & Bookings, All Leads, Quotations and Lead Follow-Ups, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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Unify Meta leads, WhatsApp conversations, Android SIM calls, and GST invoices without per-seat price taxes.
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