Grow relationships. Convert more opportunities.
CRM overview
A sales workspace built for how teams actually sell.
Every lead, captured
Web forms, inbound email, and imports all land in one pipeline — no lead slips through the cracks.
A pipeline you can see
Drag deals across stages, spot the ones going cold, and forecast revenue from a single board.
Conversations in context
Calls, emails, and meetings log against the right contact and deal automatically.
Know your customers — Triostack CRM
One customer record, shared across your whole business.
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
Key benefits
Why teams choose CRM
Unified customer record
Every contact, company, and interaction lives in one place — visible to sales, support, and leadership.
Pipeline visibility
See exactly where every deal stands with configurable stages and forecasting views.
Less manual work
Automate follow-ups, reminders, and repetitive pipeline tasks so reps can focus on selling.
Features
Everything CRM needs to run day to day
Lead & pipeline management
Capture leads from any source and move them through a configurable, visual pipeline.
Contact & account management
Centralize every company, contact, and relationship with a full interaction history.
Email & activity tracking
Log calls, meetings, and emails automatically against the right deal or contact.
Sales forecasting
Get a real-time view of pipeline health and projected revenue by team or territory.
Task & follow-up automation
Automatically schedule next steps so no opportunity goes cold.
Use cases
How teams use CRM
Inbound lead qualification
Route and score new leads automatically so reps focus on the ones most likely to convert.
Enterprise deal management
Coordinate multi-stakeholder deals with shared visibility across account teams.
Renewal & expansion tracking
Flag upcoming renewals and expansion opportunities before they're missed.
Connected by default
CRM works with the rest of TriostackOne
Because every app runs on the same platform, data moves between them without manual exports.
Built for these industries
Recommended for
Security
CRM runs on the same secure platform as every Triostack app.
Identity & access
Single sign-on shared across the whole platform.
Role-based permissions
Control exactly who can see and edit data in CRM.
Data protection
Data is protected in transit and at rest.
Customer voice
Teams running on CRM
“Moving our sales and delivery teams onto one platform cut out a lot of the manual handoff work between CRM and project tracking.”
Ready to bring CRM into your business?
Start free today, or talk to our team about rolling out the full Business Suite.