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Positioning Assessment
When someone you refer becomes a paying TriostackOne customer, you earn credits in your Wallet. At your next purchase, such as a renewal, an add-on or more users, the credits apply first and you pay only what is left. If your credits cover the whole amount, there is nothing extra to pay.
Customer referral credits can only be used on TriostackOne purchases. They cannot be withdrawn as cash. Partners who earn commission see it in the same Wallet, and for them it can be withdrawn to a bank account.
See the referral and partner pages for the full conditions.
“The renewal invoice showed our credits applied. We paid the difference.”
Sample team scenario
Illustrative example, not a customer testimonial
All Leads
Every lead with its source, status and owner
In the Product
Imagine your next bill arriving already reduced by what you have earned.
Credits apply first.
Pay only the balance.
One Wallet.
Platform Integrity
At checkout
Only what is left
Nothing extra to pay
Credits and commission
At a Glance
How credits change what you pay.
| Dimension | Triostack CRM | Paying in Full |
|---|---|---|
| At renewal | Credits applied first | Full amount |
| Add-ons and users | Credits can cover these | Full amount |
| If credits are enough | Nothing extra to pay | Not applicable |
| Cash withdrawal | Customer credits: not available | Not applicable |
| Partner commission | In the same Wallet, withdrawable | Not applicable |
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.
Payments Received
Credits and partner commission in the same place
Feature Breakdown
Captured directly from the production Triostack CRM interface.
Where payments are recorded.
On this screen: Payments recorded against each invoice.
How it fits the plan
Earn. A business you referred becomes a paying customer.
See. Credits appear in your Wallet.
Practical tip
Check your Wallet before a renewal. Credits can cover add-ons and users as well as the plan.
What credits are applied to.
On this screen: Tax invoices raised straight from a won deal.
How it fits the plan
See. Credits appear in your Wallet.
Apply. They are used on your next purchase.
In real life
Renewal
Credits reduce the invoice.
Your account.
On this screen: Customer records shared across every subscribed product.
How it fits the plan
Apply. They are used on your next purchase.
Pay. You pay only the remaining balance, if any.
Watch out for
Expecting customer referral credits to be withdrawn as cash. They are for TriostackOne purchases only.
Your workspace.
On this screen: Leads, deals and follow-ups at a glance.
How it fits the plan
Pay. You pay only the remaining balance, if any.
Earn. A business you referred becomes a paying customer.
Before you start
Execution Plan
A business you referred becomes a paying customer.
Credits appear in your Wallet.
They are used on your next purchase.
You pay only the remaining balance, if any.
Practical Guide
Before you start
A tip that helps
Check your Wallet before a renewal. Credits can cover add-ons and users as well as the plan.
A common mistake
Expecting customer referral credits to be withdrawn as cash. They are for 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
Credits reduce the invoice.
Scenario 02
Credits cover the extra seats.
Scenario 03
Referrals keep the Wallet topped up.
Straight answers about Refer and Earn Wallet Credits, from setup to what happens next.
Have a question about Refer and Earn Wallet Credits?
Book a free callWhen a business you refer becomes a paying customer.
TriostackOne purchases such as renewals, add-ons and users.
No. Customer referral credits are for TriostackOne purchases. Partner commission can be withdrawn.
You pay the remaining balance.
Show how wallet credits apply to future purchases, paying only the remaining balance, or nothing extra when eligible credits cover the full amount.
It runs in 4 steps: Earn, See, Apply and Pay. A business you referred becomes a paying customer.
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.
Unify Meta leads, WhatsApp conversations, Android SIM calls, and GST invoices without per-seat price taxes.
Explore All Credits & Offers
