Customer Relationship Management (CRM)
Manage customer relationships with Trivvo CRM. Organize leads, sales opportunities, communication and follow-up in a platform connected with your business operations.
Customer relationship management and sales follow-up
Track each opportunity, communication history, quotations and required tasks. Give sales teams and managers a connected view of customer relationships to organise follow-up and monitor conversion performance.
- Lead and sales opportunity management.
- Communication logs, notes and appointments.
- Opportunity stage and status tracking.
- Quotations and sales linked to customer records.
- Assignment of leads and opportunities to sales staff.
- Team performance and conversion reports.
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Who is this system designed for?
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Sales Teams
Helps teams organise leads and opportunities, record communications and appointments, and identify follow-up actions.
Sales Managers and Management Teams
Provides visibility into opportunity stages, staff responsibilities, team performance, and conversion rates.
Customer Service and Follow-Up Teams
Helps teams access customer communication history, quotations, and sales to support follow-up before and after the sale.
System Use Cases
Recording and Assigning a Lead
Add a lead’s details and assign the sales representative responsible for following up and developing it into a sales opportunity.
Recording Communications and Follow-Up Actions
Tracking an Opportunity from Quotation to Sale
System Features
Keep Customer Information in One Place
Keep customer details, communication history, notes, appointments, opportunities, and related quotations in one workspace.
Track Every Opportunity Through to Sale
Organise Sales Team Responsibilities
Compatible Systems
