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: support@trivartha.com
• Privacy policy & terms: https://crm.trivartha.com