Customer Relationship Management (CRM)

trivvo CRM brings everything related to each customer into one workspace and transforms the sales journey into a clear, structured process—from capturing a lead and developing it into a sales opportunity to managing follow-ups, issuing quotations, closing sales, and delivering after-sales service.

The system gives sales teams and management a complete view of each customer’s information, communication history, opportunities, and related quotations. It also shows the current stage of every sales opportunity and the tasks required to move it forward. This helps prevent missed opportunities, improve sales team performance, enhance the customer experience, and increase conversion rates.

The Customer Journey in trivvo:
Lead → Sales Opportunity → Follow-up → Quotation → Sale → After-sales

The system includes:

Lead and sales opportunity management
Communication activities, notes, and appointment tracking
Opportunity stage and status tracking
Linking quotations and sales to customer records
Assigning leads and opportunities to sales representatives
Team performance and conversion rate reports