Trévi CRM+

Trévi CRM+ is an AI-first CRM designed to help Trévi centralize sales activity, operations, customer follow-up, submissions, and internal coordination in one connected platform.

Built for Trévi’s sales teams, stores, operations, administration, customer service, suppliers, and partners, Trévi CRM+ helps simplify complex workflows by bringing together contacts, communications, customer requests, orders, follow-ups, and business activity into a single system.

The platform is designed to give each role access to the right information. Sales teams can stay on top of customer relationships, submissions, and pipeline activity. Operations teams can monitor workflows, order progress, delivery status, and execution. Administrative teams can review reports, approvals, and key performance indicators. Stores, partners, and suppliers can stay aligned with the information they need to support day-to-day operations.

Trévi CRM+ helps Trévi:

• Centralize customer and business information

• Manage follow-ups, reminders, and workflows

• Improve internal coordination across teams, stores, and departments

• Reduce manual work through automation

• Increase visibility into activity, progress, and performance

• Create a more organized and scalable operating system

A core strength of Trévi CRM+ is its AI-enabled approach. Integrated AI Operators can support recurring actions such as follow-ups, reporting, routing, customer request handling, and workflow assistance, helping teams save time and reduce operational friction.

Whether Trévi manages a small number of customer requests or a large volume of leads, accounts, orders, and operational activity, Trévi CRM+ is built to support a more structured, efficient, and scalable way of working.

Key Features

• Centralized CRM

• Contact management

• Customer request and submission tracking

• Follow-up tracking

• Workflow support

• Reporting and dashboards

• Operational visibility

• Team collaboration

• Role-based access

• AI-assisted processes