Trivartha CRM - Sales & Lead

Trivartha CRM is a sales CRM built for relationship managers, field sales officers, account executives and branch teams who run their day from the field — across sales roles in any industry. TRACK EVERYTHING THAT MATTERS • Capture leads with name, phone, email and optional KYC details. • Maintain customer records with assets under management, income, product holdings and a timeline of visits, calls and notes. • Plan visits with GPS check-ins, business-card OCR, lead photos and pre-visit AI briefs. • Log calls and tasks in seconds from the home screen. WORK SMARTER WITH ON-DEVICE & CLOUD AI • Ask the AI assistant about your own pipeline — top customers by value, follow-ups due today, conversion tips for tomorrow. • Auto-expand shorthand call notes into structured CRM records. • Use cloud AI endpoints only when you opt in, per provider. On-device language models run entirely on your phone. BUILT FOR PROFESSIONAL COMPLIANCE • Local-first storage: leads, customers and KYC stay on your device. • PIN and biometric (fingerprint / face) lock on launch. • Sealed backup passphrase you control — Trivartha cannot recover it. • No third-party advertising or analytics SDKs. Crash reporting only for anonymous diagnostic data. PLAYS WELL WITH YOUR STACK • Secure account sign-in for subscription management. • Share contacts with any installed messaging or dialler app in one tap. • Export PDF reports for branch reviews and management meetings. • In-app reminders with the platform alarm service so nothing slips. DESIGNED FOR PROFESSIONALS • Material 3 dark & light themes. • Onboarding for new users in under five minutes. • Works offline — your data is on your device first, cloud optional. PRICING • Free tier covers daily field workflow. • Pro subscription unlocks unlimited PDF reports, the full AI assistant and sealed cloud backup. Billed monthly or yearly via the app store. SUBSCRIPTION & SUPPORT • Subscriptions are processed by the app store's billing service. • Questions or feedback: [email protected] • Privacy policy & terms: https://crm.trivartha.com