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Keep your sales process visible from the first customer inquiry to the final outcome.
Operational Excellence
Without a visual sales pipeline, managers are forced to conduct lengthy interrogation meetings asking reps about the status of every deal. Deals stall quietly in negotiation, and revenue forecasts become guesswork.
Triostack CRM provides an intuitive, drag-and-drop Kanban pipeline board that organizes opportunities by stage: from Initial Contact and Discovery to Proposal Sent, Negotiation, and Closed Won.
Each deal card displays key details: deal value, company name, primary contact, assigned rep, and days in current stage. Stalled opportunities are flagged with visual rotting alerts, allowing teams to intervene before deals go cold.
“The visual pipeline board gave our leadership team complete clarity. At a glance, we can see exactly how much revenue is in negotiation and which deals need executive support to close.”
Tarun Chhabra
Founder, Capital Advisory Group
Platform Reliability
Move deals between stages with instant value updates
Visual alerts for opportunities with zero activity for 7+ days
Win probability percentages calculated per stage
Won deals convert directly into itemized GST invoices
Feature Architecture
Designed to provide clear pipeline movement and rep accountability without administrative bloat.
Columns, cards, deal values, and drag-and-drop mechanics with instant total recalculation.
Align stages to your real business model (e.g. Lead In, Discovery Call, Proposal, Won).
Track deal counts, total weighted pipeline value, and average velocity per stage.
Filter by representative, territory, or closing month to spot bottlenecks early.
Set up your custom pipeline stages in under 5 minutes and see real sales velocity.
Explore high-resolution product captures illustrating the actual workflows executed in production.
Interactive Kanban cards with deal amounts and next action due dates
Manage inbound deal requests and distribute them to qualified reps
Track won deals and settled payments reconciled with invoices
Feature Breakdown
See how opportunities progress through defined stages to final payment.
CreationCreate deals directly from qualified leads with deal name, expected revenue, and target close date.
MovementDrag deals across stages as conversations advance from Discovery to Proposal Sent.
QuotationsAttach itemized product quotes directly to the deal card with GST calculation and PDF export.
SettlementMark deal as Closed Won, generate formal GST invoice, and settle payment via online Razorpay link.
Execution Roadmap
A structured, step-by-step operating flow built into every Triostack CRM workspace.
Generate deal card from qualified lead with value and target date.
Check current stage, assigned owner, and overdue follow-up tasks.
Engage prospect on call or WhatsApp to determine requirement scope.
Drag deal to Proposal Sent upon issuing itemized quotation.
Review objections, update discount terms, and confirm timeline.
Mark as Won, issue GST invoice, and record payment receipt.
Expert Answers
Detailed clarifications directly addressing technical capabilities, security, and rollout.
Yes. You can drag and drop opportunity cards between stages, and stage revenue totals recalculate automatically in real time.
Yes. Administrators can configure custom stage names, win probabilities, and ordering to match your specific sales process.
Yes. Granular permissions allow reps to view only their assigned deals, while sales managers and directors can view the complete team board.
A deal is marked as Won when the customer accepts the proposal or contract. This action can automatically trigger quotation-to-invoice conversion.
Triostack provides stage-by-stage conversion metrics showing how many deals progress from initial qualification through to winning.
Yes. Visual rotting indicators highlight cards that have remained in a stage without any recorded activity past a defined threshold.
Yes. Total pipeline value is calculated alongside weighted forecast totals based on each stage's historical probability.
Join high-performing teams across India capturing, nurturing, and closing deals faster with zero friction.
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