Trivaeo CRM Solutions

CRM for small business

The best CRM for small business, enabling easy and intuitive improvements in efficiency

CRM Software

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.

CRM Solution

Example CRM Solution from Trivaeo (Growth Solution Pack)
An example CRM system - The Trivaeo Free for Life CRM with Task Management and Team Rooms is a great option for small businesses. 

Best small business CRM software?

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.

Dave Tidwell, Chief Operating Officer

Top CRM Tip

The average small business owner spends 4 hours a week looking for their own information. You will instantly win back 2 full working days a month by using a CRM solution effectively. Over a year that adds up to 24 extra working days. What's the cost of not doing this? Take control and use our easy crm for small business solution and immediately save time and money.
"A recent study found that the average professional in any business spends more than 4 hours a week looking for their own information!"
Pat Graham, CTO
  • Feature Rich
    Contains everything a small business needs
  • Contacts
    Manage your contacts better
  • Leads
    Don't miss the follow up to a critical lead again
  • Communicate
    Engage with your leads, accounts and customers easily
  • Productivity
    Improve the accuracy of what you do and the time it takes to do it
  • Cloud
    Cloud-based so its easy to use right away with no installation required
  • Insights
    Instant access to rich 'Widget' prebuilt reports
  • Mobile
    Choice of IOS or Android Mobile Application
  • Tasks
    Stay on top of things you need to do
  • eMail
    Instant access to built-in Easy Mail
  • Future Proof
    Grows with your business as it grows and succeeds

Small Business CRM Software

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.

Companion Apps

CRM ships with a companion application for your tablet or smartphone. It even works offline!

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!

Features

  • 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.

Free CRM Software

Free Mobile CRM

Our free for life CRM offer provides a single user with a fully enabled enterprise grade customer relationship management system.  It gets even better.  It is extended with free for life access to the Team Room application and Task Management.  That's a combined net value of £31.50 per month (before VAT or applicable taxes).  Take as long as you need to get it all set up.  You don't pay a thing for this software until such a time as you decide to extend it even further with additional users or any of the other 14 or so major applications across the Suite.

Power 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 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

Everything you need to get started

CRM

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

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!
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