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The right team at TriostackOne will get back to you.
Positioning Assessment
Customers who use TriostackOne are often the best people to recommend it. If you refer a business and it becomes a paying customer, you earn Wallet credits you can use on renewals, add-ons and users.
Customer referral credits can only be used on TriostackOne purchases; they cannot be withdrawn as cash. Partners who want cash commission on every won deal can join the CSP programme, and a customer can become a partner with the same business details.
See the referral programme and partner pages for the full conditions.
“A friend asked what we used for leads. One referral later our renewal was partly covered.”
Sample team scenario
Illustrative example, not a customer testimonial
All Leads
Every lead with its source, status and owner
In the Product
Imagine a recommendation turning straight into a credit on your next bill.
One link.
Written down.
Move up to CSP.
Platform Integrity
Share your link
On your own purchases
Eligibility spelled out
Become a CSP partner
At a Glance
Two ways to earn, and which one fits.
| Dimension | Triostack CRM | CSP Partner |
|---|---|---|
| What you earn | Wallet credits for TriostackOne purchases | Commission, withdrawable to a bank |
| Who it suits | Customers recommending to peers | Those who sell to clients regularly |
| Cash withdrawal | Not available | Available to a bank account |
| Getting started | Share your referral link | Register, verify, sign online |
| Effort | Light | Ongoing selling |
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.
Sales Dashboard
Earned when a referred business pays
Feature Breakdown
Captured directly from the production Triostack CRM interface.
Where your credits are used.
On this screen: Payments recorded against each invoice.
How it fits the plan
Share. Send your referral link to a business.
Submit. They register or submit the enquiry.
Practical tip
Refer people who actually need a CRM or WhatsApp tool. A good fit is the surest way to a credit.
What your referral will see.
On this screen: Leads, deals and follow-ups at a glance.
How it fits the plan
Submit. They register or submit the enquiry.
Convert. They become a paying customer.
In real life
Peer business
A friend asks which CRM you use.
Your referral becomes one.
On this screen: Customer records shared across every subscribed product.
How it fits the plan
Convert. They become a paying customer.
Earn. Wallet credits arrive for your account.
Watch out for
Assuming the credits can be withdrawn as cash. They apply to TriostackOne purchases only.
Book their first demo.
On this screen: Meetings and follow-ups on one calendar.
How it fits the plan
Earn. Wallet credits arrive for your account.
Share. Send your referral link to a business.
Before you start
Execution Plan
Send your referral link to a business.
They register or submit the enquiry.
They become a paying customer.
Wallet credits arrive for your account.
Practical Guide
Before you start
A tip that helps
Refer people who actually need a CRM or WhatsApp tool. A good fit is the surest way to a credit.
A common mistake
Assuming the credits can be withdrawn as cash. They apply to TriostackOne purchases only.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
A friend asks which CRM you use.
Scenario 02
Someone in your circle needs WhatsApp tools.
Scenario 03
Credits reduce your own bill.
Straight answers about Existing Customer Referral Program, from setup to what happens next.
Have a question about Existing Customer Referral Program?
Book a free callExisting TriostackOne customers.
Wallet credits, usable on TriostackOne renewals, add-ons and users.
No. Customer referral credits are for TriostackOne purchases only.
Yes, as a CSP partner. Apply with the same business details.
Explain how existing customers can refer interested businesses, including referral submission, eligibility and applicable reward conditions.
It runs in 4 steps: Share, Submit, Convert and Earn. Send your referral link to a business.
The real screens on this page include All Leads, Lead Pipeline, Lead Follow-Ups and Payments Received, 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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