Insight by Trivaeo is a web-based Customer Relationship Management system that looks after your customers – past, present and future.

As it’s web-based, your sales team can update it when they are on the move. Your managers can instantly see how their sales teams are performing and how effective marketing campaigns are.

With Insight, you can:

• Track all communications with your customers, from marketing campaigns and phone calls, to appointments and purchase history.
• Save all of your day-to-day business documents , including your letter templates, sales policies, marketing literature, contracts and proposals in one easy-to-access place.
• Simplify your emarketing by integrating your existing email system with Insight, allowing you to send eshots to customers and prospects at the click of a button.
• Extract up-to-the-minute reportson your marketing and sales performance, helping you quickly understand what is working and what needs to be changed.
• Act on every lead quickly and easily, ensuring business is converted.

Simple set-up

You can use Insight straight away. Pre-loaded with basic templates, menus and reports, Insight is designed to be fuss free.

Alternatively you may wish to customise the settings to meet your exact business needs. You can do this yourself and get up and running with tailored drop-down menus, reporting features, fields and more in just a few hours.

Automate your business, your way
Find out how Insight by Trivaeo can get your business working better.
Call us on 020 3239 5340 or email info@trivaeo.com