Trévi CRM+

Trévi CRM+ is an AI-first CRM designed to help Trévi centralize customer interactions, sales activities, follow-ups, communications, orders, and operational processes in one connected platform.

Built for teams across sales, operations, administration, stores, and customer service, Trévi CRM+ gives every department access to the information they need, when they need it. It helps teams work faster, stay organized, improve visibility, and deliver a more consistent customer experience.

With Trévi CRM+, sales teams can manage leads, customer activity, submissions, and follow-ups. Operations teams can track tasks, order flow, delivery progress, and internal processes. Admin teams can monitor reports, approvals, KPIs, and overall performance. Stores, suppliers, and partners can stay aligned with the latest information, requests, and updates.

Trévi CRM+ helps your business:

• Centralize contacts, notes, emails, requests, submissions, and order history

• Organize follow-ups, reminders, and workflows

• Unify communication across departments, stores, and stakeholders

• Automate repetitive tasks and internal routing

• Improve visibility across sales, operations, delivery, and service activity

• Keep teams aligned with real-time information

• Support growth with a more structured and scalable workflow

One of the biggest advantages of Trévi CRM+ is its built-in AI-powered workflow support. AI Operators can assist with follow-ups, routing, reporting, exception handling, customer requests, and other recurring tasks directly inside the CRM. This helps reduce manual work and allows teams to focus on higher-value activities such as customer relationships, strategic decisions, operational efficiency, and business growth.

Trévi CRM+ is designed to adapt to complex business environments. Whether managing a small number of customer requests or a large network of leads, orders, products, stores, suppliers, and operational processes, the platform helps Trévi stay in control with a clear, connected, and efficient system.

Key Features:

• Centralized CRM

• Contact and interaction management

• Customer submissions and request tracking

• Follow-ups and reminders

• Workflow and task organization

• Lead and order routing

• Reporting and dashboards

• Cross-team and cross-store visibility

• Role-based access and experience

• AI-assisted operations

• Scalable business support

Whether managing 5 customer requests or 5,000, Trévi CRM+ gives Trévi teams the structure, speed, and intelligence needed to operate more effectively.