If you are just starting out with your business or if your business is already on its way and is well established then Customer Relationship Management (CRM) software can make all the difference. Trivaeo CRM solutions come in a variety of preconfigured packages to suit business of all sizes and shapes and is not limited to simple CRM. They go well beyond CRM into Enterprise Resource Planning (ERP), projects management, human resources management, collaboration and much more.
All solutions available from Trivaeo are based on the same core platform, so finding the best CRM software for small business is not critical to start with. It is more important that you use the CRM system you choose to deliver the best returns in efficiency and effectivenes. You can always 'upgrade' your solution specifications later on with zero loss in time, data and effort.
Pick the CRM solution that is best for your business! Trivaeo believes that whilst simple CRM to keep up-to-date with leads, prospects and contacts is a key task of any business it really is the beginning of a journey. Even the best CRM software will only take you so far. It is critical that you plan early for business success.
Our CRM system approach at Trivaeo absolutely assumes that our clients will run successful businesses and that they will want to manage Human Resources, Documents, Projects, Suppliers, Communications, Collaboration, Expenses, Timesheets and so much more later on; but without the massive price points of high end Business Applications.
Trivaeo is great for a 1 person strong start-up but just as great when you are a fully established large business. One CRM system, one CRM Solution, but a lot more! Businesses are future proofed by committing their CRM software selection to Trivaeo because we go well beyond the limits of traditional CRM and ERP systems.
"A recent study found that the average professional in any business spends more than 4 hours a week looking for their own information!"
Do you really need a monstrously complex and cumbersome CRM solution to get the job done?
Our CRM solutions for small business include what you need, without additional complexity and are easy to use straight away. When you are ready to embrace more focused activities with your leads, prospects and contacts you can move on to add sales and marketing functions without having them clutter up your dashboard when you first start up. No downloads, no installation, no hassle!
Available for immediate use online from our Cloud and on IOS or Android for when you are on the road.
Easy to use, quick to set up. This CRM solution focuses your business on capturing client, contact and lead data as your business first starts. It allows you to manage your staff, their holidays and the time they take on jobs, plus they can manage and submit their expenses to you here too. You can manage a catalogue of your products and services including their pricing and the automatic calculation of your taxes due and profit margins.
You can also capture leads and requests from customers off your website and have them autopublish straight into your CRM. You can create basic workflow that is easy to use to describe and intelligently automate the routine parts of your business.
You extend your solution to include far more! You add Project Management, Full Document Management, Service Desks that are internal and external in nature. You add Opportunities Management, Campaign Management and start tracking quotes, orders, invoices and the Accounts you manage too.
Both solutions feature a full administrative dashboard, with the ability to assign additional users whilst controlling their roles and their permissions. Moving from Organise to Growth is as simple as selecting the new package in your admin dashboard and the capabilities are immediately available. No loss of data or migration is necessary.
Both solutions offer 'Wizards' that guide you through your initial population of your company data and the steps necessary to begin automating your workflow, setting reporting dashboards and widgets, setting financial goals and integrating with Xero and Mailchimp.