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Bring incoming inquiries, contact details, lead ownership and sales activity into one organized CRM workspace.
Source: Meta Ads • Budget: ₹25L
Source: Website Demo Form • 15 Seats
Source: IndiaMART • Enterprise Inquiry
Operational Excellence
When sales leads arrive across Facebook ad forms, WhatsApp chats, website inquiries, and third-party portals, reps struggle to know who owns which prospect. Contact details get lost in personal phone notebooks, and response times drag on for hours.
Triostack CRM creates a single central workspace for every inbound prospect. Each record captures complete identity, telephone, email, lead source attribution, territory tags, and current lifecycle stage.
Managers gain real-time visibility into unassigned queues, active rep workloads, and response times—ensuring every high-intent prospect receives immediate outreach.
“Before Triostack, our Meta ad leads sat uncontacted for nearly 6 hours because reps were waiting on spreadsheet updates. Now, leads land on our phones instantly and our first-call time is under 4 minutes.”
Abhishek Kulkarni
Sales Director, Horizon Realty
Platform Reliability
Direct webhooks capture leads instantly without sync lag
Round-robin and territory rules distribute deals fairly
Campaign UTMs and ad source parameters preserved
Track every call, message, and stage change chronologically
Feature Architecture
Designed specifically around the speed and structure required by high-velocity Indian sales teams.
Identity, contact details, source, owner, stage, tags, status, and activity dates visible at a glance.
Supported manual entry, CSV import, and direct lead-source integrations with automatic tagging.
Reps review requirements, record call notes, set ownership, and schedule next actions directly on the record.
Team filters and unassigned queues give managers complete control over lead distribution.
Import thousands of contacts in seconds with our smart column mapper and duplicate phone number cleaner.
Explore high-resolution product captures illustrating the actual workflows executed in production.
Filter by source, stage, owner, and date to prioritize high-value prospects
Configure automated distribution rules across sales team members
Track due tasks and ensure timely contact for every active lead
Feature Breakdown
Real product screens showing how a customer inquiry advances into a qualified deal.
CaptureEnquiries from Meta campaigns and landing pages land in the queue with lead source attribution.
AssignmentAssign leads to available sales representatives automatically based on territory or round-robin logic.
Next ActionSchedule the next call or WhatsApp message immediately so no prospect is forgotten.
ConversionAdvance qualified prospects directly into the sales pipeline with estimated deal value and target close dates.
Execution Roadmap
A structured, step-by-step operating flow built into every Triostack CRM workspace.
Receive inquiry from a supported lead source (Meta, Web) or add manually.
Review telephone number, email, and customer requirement notes.
Identify campaign source, product interest, and initial status.
Confirm or assign the responsible representative for personalized outreach.
Record initial conversation outcome and schedule next action.
Progress qualified lead into the active sales pipeline.
Expert Answers
Detailed clarifications directly addressing technical capabilities, security, and rollout.
Leads can be added manually via the '+ Add Lead' button, imported in bulk via CSV spreadsheets, or ingested automatically via Meta Lead Ads, website webhooks, and third-party portals.
Triostack natively supports Meta Lead Ads (Facebook & Instagram), custom website form webhooks, Google Ads webhook adapters, and marketplace listing APIs.
Yes. You can configure round-robin assignment rules, territory-based routing, or manually reassign leads with manager permissions.
Yes. The lead workspace includes instant filters by stage (New, Contacted, Qualified, Junk), assigned owner, source campaign, date range, and custom tags.
Yes. Every phone call made via the Android app, WhatsApp message, and manual note is stored chronologically in the lead's unified activity timeline.
Triostack flags duplicate phone numbers and emails, linking the new inquiry as an activity on the existing record rather than creating cluttered duplicate leads.
Yes. Role-based access control allows sales managers and admins to oversee all company leads, while sales reps can be restricted to viewing only their assigned accounts.
Join high-performing teams across India capturing, nurturing, and closing deals faster with zero friction.
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