Improve your business productivity today

Combined CRM, Document Management, Task Management
including Team Rooms for one user

This offer allows your business, through a single user (typically the assigned admin) to setup, trial, investigate, explore or otherwise use our enhanced CRM which includes full Document Management, Task Management and Team Rooms absolutely free of charge. Perfect for sole-traders, single proprietors or any admin that has been assigned the task of investigating options for broader enterprise use.
- No Credit Card Required -

CRM, Tasks, Documents & Teams in a single suite


Enterprise Grade - Fully Featured
No silly limits on number of contacts, no limitations, no restrictions. Easily handle your contacts, companies, clients, leads, opportunities, quotations, invoices, campaigns and more


Document Management
Completely integrated Document Management for your business. Access your documents from anywhere with an internet connection for the ultimate convenience on the road


Task Management
Powerful Task Management software that integrates natively with the integral calendar, alerts and notifications system so you don't forget those all important promises you made to your customers

Team Rooms

Digital Breakouts
Dedicated digital break out rooms where you can focus your activities around larger opportunities, jobs, projects. Each room has its own documents area, tasks, Wiki and can really help you to focus your activities
Featuring native integrations to Xero for your accounting - Dropbox for additional document handling flexibility - Google and Microsoft Office 365 to sync existing calendar and contacts, MailChimp for eMail campaigns

Enterprise Grade Customer Relationship Management

Save Time & Money

Drive efficiency

The average return on investment for adoption of CRM in a business is to save 4 hours per employee per week.

24 days per Year
per employee!


  • Complete

    Manage all CRM functions; contacts, companies, leads, opportunities, clients, quotes, orders and more

  • Insights

    Be informed with reports and dashboards at a glance

  • Global

    Enterprise grade and globally available from secured datacenters

  • Mobile Ready

    Take your company with you with our Free CRM app and stay in touch on the go

  • Easy

    No manuals or user-guides required, all functions feature embedded video showing how to use it

  • No install

    Nothing to install or download, just login and go

  • Great for SMB

    Suitable for all business, sole-trader, small business, medium and established alike

  • Proven

    This is not a new startup solution and has been deployed globally since 2012 with excellent ratings and track record

How does Free for Life sound?

You only ever have to pay to use this application package if you want to add other applications to it or add additional users to join you using the solution.  For many small businesses this may keep you optimised for years.

We are offering a complete 'no-strings' attached invitation for any business to use our CRM, Document Management, Task Management and Team Rooms business application software for as long as they like.  Take your time to get it configured for your business without obligation.  This is a complete solution, it is not dumbed down, limited in scope or functionality. For many small business owners, this is all they will need for a good long time!

Dave Tidwell, Chief Operating Officer , Trivaeo Cloud Services

All the software you need to get your business started


Customer Relationship Management

Manage all of your Contacts, Companies, Clients, Leads, Opportunities, Campaigns, Quotes, Orders, Invoices, Communications History and more!

Our full CRM application with no restrictions or limitations

Task Management

Keep your promises

Keep in full control and management of all the tasks you have to complete so that your business never breaks a promise to a customer again

Our full Task Manager application with no restrictions or limitations

Team Rooms

Gather your stuff

Use Team Rooms to establish digital break-out areas where you can focus your efforts on jobs, projects and other complex deliverables. These rooms cleverly blend activity based tasks, with files, blogs, messages and a Calendar. It even includes its own semantic web Wiki so you can create your own content layout. 

Our full Team Rooms functionality with no restrictions or limitations

Power business features to make your work easy

Easy Updates

Manage Lead Status with a slide

Set your own activities and statuses and assign tasks to colleagues with a simple drag and drop engine

Who's the Boss?

Easily Manage Decision Makers

Easily define the reporting or decision structure of the contacts and companies you deal with by dragging those that report to those that govern!

Easy Imports

Super Easy Import of any CSV/Excel Data

Importing your data couldn't be easier. The data structure doesn't even have to match. Drag and Drop to define how your data is laid out and be up and running in minutes

Hot Business Tip

We provide regular hints and tips on our Facebook Page to help new CRM users learn how to master Customer Relationship Management not only as a tool but as a business strategy. Be sure to Like our Page so you get ready and easy access to our How-To's and Top Tips

Free Mobile CRM

CRM ships with a companion application for your tablet or smartphone. It even works offline!
Free Mobile CRM App
The best bit of all

Client Crowd Led Roadmap

Our clients define the product development
All paid clients on the solution have the right to submit and vote on features that they'd like our Development Team to deliver

You are the Product Manager

Don't sit back and wait
If you can see a really great feature that will make your business even better then submit your idea and get your community to vote for it. The best ideas win!

Agile, Fast, Relevant and Effective

We deliver what our clients wants every 14 days
Our product development lifecycle is SCRUM and AGILE based.  As our clients vote on the features they need for their business it goes straight into development
So, the bottom line, if you see something that would be really cool to add to our CRM solution then submit a feature request! Put your ideas forward. If Trivaeo and the other users worldwide like your idea it will be done. 
Votes placed for top 3 features every 2 weeks!
A quick summary...
This software is used by global currency exchange banks, remote islands to coordinate transport, national windscreen repair franchises, a multinational drug and pharmaceuticals giant, TV production companies. It is used by companies of all sizes; big or small, it fits.  It is priced like a game or mobile app software product, but is enterprise grade. It is disruptive. It is brilliant, very rich in features but easy and intuitive to use even if you have limited business applications experience, or none at all. For sole traders and sole proprietor business this is the perfect bundle because they may get years of benefit from it whilst it will cost them nothing to begin their business application software journey.
David Claxton, CEO - Trivaeo Cloud Services
How does the service work?
  • You're the Boss

    This base CRM application with Tasks and Team Rooms is the foundation of intelligent automation for your business. Later on, you can subscribe to add users, define their roles/permissions and add any of the other 68 apps when and if you want to. Until then, its FREE

  • No Ties

    Even if you subscribe you may unsubscribe from any application at any time with no further commitment. You are in complete control of what you need and use

  • Cloud

    The service only requires an internet connection to access it. It is hosted in geographically dislocated data-centers. Access if from any PC/MAC or smart device. No installations are required.

  • Modular

    In the future you may have 4 employees in your small business.  1 may end up using CRM, 1 uses project management and the other 2 use documents collaboration, yet you all use timesheets and expenses.  Pick and Mix for your business and allocate to your team as they require it for their role. Buy what you need, use it, downsize or upsize on demand. Easy Peasy!  Until then, use our Free starter pack and reap the benefits!

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