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Browse the tools that help manage leads, coordinate conversations and track your sales activities.
Operational Excellence
Instead of forcing companies to buy separate software tools for lead capture, WhatsApp messaging, SIM call recording, and invoicing, Triostack CRM brings these essential capabilities into a single cohesive interface.
Every module is engineered with production-verified features: from real-time Meta Lead Ad webhooks and Android SIM dialers to drag-and-drop Kanban pipelines and GST-compliant quotation generators.
Explore this comprehensive capability catalogue to discover how each tool fits into your day-to-day sales operations.
“Triostack CRM gave us the exact combination of tools we needed: WhatsApp, mobile SIM calling, and GST invoices without having to pay for 4 separate SaaS products.”
Rohan Varma
Head of Sales, Velocity EdTech
Platform Reliability
All 10 sales execution modules included on every plan
Core features unlocked without artificial tier limits
Every tool links to dedicated documentation and workflows
Predictable flat rates with zero unexpected add-on taxes
Feature Architecture
Browse verified Triostack CRM tools across 8 key operational categories.
Real-time visibility across lead volume, rep activity, and pipeline totals.
Central lead inbox, automated assignment, and visual drag-and-drop deal board.
Official Meta Cloud API multi-agent inbox with pre-approved templates.
Compatible Android SIM calling with call duration logging and permitted recording.
Itemized product catalogue quotations, agreements, and GST tax invoices.
Shared team calendar for customer demonstrations and follow-up activities.
Granular role-based permissions, territory rules, and export controls.
Connect with Meta Lead Ads, Google Ads, Razorpay, and third-party webhooks.
Launch your free cloud workspace in 2 minutes. No credit card required, instant sample data mode.
Explore high-resolution product captures illustrating the actual workflows executed in production.
Live KPIs, revenue forecasts, and rep performance metrics
Drag-and-drop deal tracking with automated rotting indicators
Team customer messaging powered by official Meta Cloud API
Feature Breakdown
Click through to read our in-depth dedicated workflow guides for each core capability.
Inbound PipelineCapture, classify, and distribute customer inquiries from ads and websites with zero delay.
Follow-UpsKeep every prospect moving forward with scheduled next actions, outcome notes, and reminders.
PipelineVisualize deals across customizable Kanban stages with real-time revenue totals.
CommercialsGenerate itemized quotations with GST calculation and convert won deals to invoices.
Execution Roadmap
A structured, step-by-step operating flow built into every Triostack CRM workspace.
Filter tools by business function (Leads, WhatsApp, Invoicing, Calling).
Review supported product capabilities, screenshots, and requirements.
Open dedicated use-case pages for step-by-step operational details.
Log in to a live workspace to test features with your sales team.
Expert Answers
Detailed clarifications directly addressing technical capabilities, security, and rollout.
This capability directory provides an overview of all core Triostack CRM modules. Detailed workflow pages are linked for each capability.
Meta WhatsApp messaging requires a verified Meta Business Manager account. Telephony integrations require compatible Android devices or cloud telephony provider trunks.
The Triostack Android mobile app supports cellular SIM call logging, permitted audio recording, contact lookup, and task management.
Yes. Triostack includes all core modules—leads, pipelines, WhatsApp, SIM calling, quotations, and invoices—across our standard plan tiers without artificial paywalls.
Each core workflow has a dedicated guide (Manage Leads, Automate Follow-Ups, Sales Pipeline, WhatsApp CRM, Quotes & Invoices, Book Meetings) detailing step-by-step processes.
Triostack CRM supports automated call audio transcription and customer purchase intent classification on compatible Android devices.
You can book a 30-minute tailored tour with a technical solutions architect on our contact page at /company/contact.
Join high-performing teams across India capturing, nurturing, and closing deals faster with zero friction.
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