Manage your sales pipeline with clear stages, owners, priorities, and next steps so your team always knows what to focus on.
Keep contacts, conversations, activities, notes, and business data connected in one place for a complete customer view.
Use AI to summarize customer activity, suggest follow-ups, generate messages, and help your team move deals forward faster.
Manage your sales pipeline with clear stages, owners, priorities, and next steps so your team always knows what to focus on.
Keep contacts, conversations, activities, notes, and business data connected in one place for a complete customer view.
Use AI to summarize customer activity, suggest follow-ups, generate messages, and help your team move deals forward faster.
Manage contacts, deals, tasks, notes, and conversations from a single CRM.
Track pipeline progress, sales activity, and team performance with clear reporting.
Get smarter suggestions, summaries, and content support directly inside your workflow.
Bring customer data, sales activity, reports, AI, and automation together in one connected workspace.
Use AI to summarize customer history, prepare follow-up messages, highlight important activity, and help your team understand every deal faster.
Sync CRM data with contacts, projects, invoices, helpdesk, email marketing, workflows, and other Trigani applications for a seamless business process.
Keep every conversation, note, task, and interaction connected to the right contact or company, so your team always has the full context.
Create automated workflows for lead assignment, deal updates, follow-up reminders, customer notifications, and internal team actions.
Create a complete customer database with contact details, company information,
notes, communication history, tags, and custom properties.
Create a complete customer database with contact details, company information,
notes, communication history, tags, and custom properties.
Move deals through customizable pipeline stages, assign owners, set priorities, and
keep your sales team aligned on every opportunity.
Get insights into your sales activity, conversion rates, and team productivity with real-time reporting and analytics.
Connect CRM with AI-driven apps that help your business manage customers, automate work, and grow faster.
Showcase and manage your products or services with a fully customizable, no-code storefront.
Create and manage dynamic content across your websites and landing pages.
Automate with AI-powered workflows that trigger actions, save time and boost efficiency.
Use business email connected to your customer workflows without servers or complex configuration.
Support your clients quickly and efficiently with ticketing and automation.
Centralize your documents and support materials — organized and searchable with AI.
Answers to common questions about how Trigani CRM helps teams manage customers, deals, reports, automation, and AI-assisted workflows.
By automating reminders, enabling multiple payment options, and predicting late payments with AI, Trigani helps you get paid faster and reduces time spent chasing invoices.
Yes, Trigani CRM allows you to track deals and manage your sales pipelines effectively.
All data is encrypted in transit and at rest. Trigani uses secure servers, GDPR-compliant storage, and industry-standard protocols to protect your business and customer information.
Unlike standalone invoicing tools, Trigani is fully integrated with CRM, projects, contacts, and analytics. AI automation reduces manual work and provides insights that improve business performance.
You gain real-time visibility into receivables, AI-driven insights for smarter decisions, and automated workflows that free up time to focus on growth.
Absolutely. Set up recurring billing once, and Trigani will handle the rest—scheduling, sending, and payment collection.
Absolutely. Add your logo, colors, custom numbering, product details, taxes, discounts, notes, and footers for a fully branded invoice.
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