Know what's going on with every opportunity
Get a summary of all sales opportunities including potential values, where they are in the pipeline, and what needs to be done next. Our CRM for sales teams won’t let you miss any opportunity.
Sell smarter and close deals faster.
Start your day focused and efficient with a clear view of your key sales details. Use our intuitive kanban boards to map out your sales process from start to finish. Easily adjust your workflow with simple drag-and-drop features, keeping you agile and in control every step of the way.
- Capture leads from various sources and have them all in one place.
- Convert Leads into loyal customers with ease.
- Send Professional Estimates and Invoices
Great conversations, higher conversions.
- Automate routine tasks and focus on what really matters.
- Time savings translate directly into cost savings for your business.
- AI insights to provide personalized and meaningful interactions with your customers.
Customer Relationship Management
Keep track of all your customer information including contact details, organization records, projects or opportunities they’re engaged in, scheduled tasks and appointments, issued invoices and estimates, personal information, attached files, and notes. Easily find out how they’ve interacted with your product, schedule new activities, and cultivate strong, lasting relationships with your customers.
Proposal Through Trivelo
With Trivelo, you can create proposals from deals, send them out, and convert them into estimates and invoices directly. Customer data from Trivelo is automatically inserted into an invoice once you select the appropriate contact or opportunity. Automate and enhance invoicing processes while building strong relationships with clients.
Web Forms for Lead Generation
Capture leads and gather feedback from website visitors directly into Trivelo once they complete a webform. These forms are easily accessible online in Trivelo to help you collect relevant information within or outside your company. Automatically generate opportunities in CRM and effortlessly convert your website visitors into leads.
How Trivelo Leads Works
Streamlined process in your fingertips
Take advantage of opportunities to track potential sales with customers by setting values and milestones. This allows you to monitor progress and generate reports on your business deals.
Lead Capture
Gather leads from various sources and centralize them in one place. Trivelo ensures no potential customer slips through the cracks.
Automated Follow-Up Reminders
Automatically assign leads to the appropriate team members based on predefined criteria. Ensure that leads are handled promptly and by the right person for the job.
Automated Follow-Up Reminders
Automatically assign leads to the appropriate team members based on predefined criteria. Ensure that leads are handled promptly and by the right person for the job.
Automated Lead Assignment
Automatically assign leads to the appropriate team members based on predefined criteria. Ensure that leads are handled promptly and by the right person for the job.
CRM Real-Time Notifications
Stay informed by receiving notifications when customers engage with your business. Prevent your feed from being overwhelmed by unnecessary notifications by using user-friendly settings to select the updates you want to receive. those that need your attention.
Collaboration With Teammates
Remember to use comments to easily collaborate on your opportunities, leave notes, attach files, and provide updates. If you want to draw your colleagues' attention to a particular opportunity or a contact, mention them in a comment to discuss important details and share ideas.
Take Control of Your Leads Today
Streamline your lead management process with Trivelo. Capture, track, and nurture your leads more efficiently than ever. Start your free trial now and see how Trivelo can help you convert more leads into loyal customers!
- 14 Days free trial
- No credit card required.