Triad CRM

Triad CRM brings your agency's customer conversations and sales opportunities to your phone. CUSTOMER CONVERSATIONS IN CONTEXT View conversation history, reply through your agency's connected WhatsApp account, and send text, voice messages and attachments. Access contact and deal details while following up with customers. ORGANIZED SALES OPPORTUNITIES Follow opportunities through each stage of your sales pipeline. View deal details, add notes and keep your team's follow-up information up to date. EVERYDAY ACCESS Receive new-message notifications and use Face ID on compatible devices for convenient access. This app is intended for team members who have been granted access by an agency using Triad CRM. An active account and an internet connection are required. Available features depend on user permissions and the integrations configured by the agency. The app interface is currently available in Brazilian Portuguese.