# Triad CRM — Sales and customer messaging

> Sales and customer messaging (iPhone/iPad app by Legado Bank.)

- Source: https://appshunter.io/ios/app/triad-crm/id6792347429 (this page in markdown: same URL + `.md`)
- Developer: [Legado Bank](https://appshunter.io/developer/6790819964)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 3 MB
- Languages: American English
- Released: 2026-09-16
- Data updated: 2026-09-25
- User reviews in markdown: https://appshunter.io/ios/app/triad-crm/id6792347429/reviews.md

## What is 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.


## Version history (last 1 release)

### 1.0 — 2026-09-16

No release notes.

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## More apps by Legado Bank

- [Legado Bank](https://appshunter.io/ios/app/legado-bank/id6790819962)
- [Esperança BPC](https://appshunter.io/ios/app/esperanca-bpc/id6806156442)

All apps by Legado Bank: https://appshunter.io/developer/6790819964

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-25.*