GROW WITH THOSE WHO CHOOSE YOU

Turn conversations
into customers.

Turn more opportunities into customers with CRM, automation and AI working together.

Bring messages and calls into one place, respond on time and follow up without losing context.

Grow with the people who choose you.

trivu•WORKSPACE EXAMPLE
SALES / OPPORTUNITIES

Every conversation moves forward.

New inquiry
AMHome renovation

Website form

Assign an owner
In conversation
LCService inquiry

WhatsApp conversation

Send estimate
Next step
MRSite visit

Appointment confirmed

Confirm details
Connected processCRM + automation + IA

Illustrative workflow. Explore the tabs to see how it connects.

YOUR CUSTOMER CHANNELS. ONE PROCESS.
WhatsAppCallsEmailWebsiteAppointments
A SIMPLE EXAMPLE

From a message to a real next step.

Imagine someone asks for a quote on WhatsApp. Here is the kind of journey Trivu helps you organize.

01 · Inquiry

A customer asks about your service.

02 · Response

The inquiry is acknowledged and qualified.

03 · Your team

A teammate receives the context and takes over.

04 · Follow-up

A task or appointment keeps the conversation moving.

Illustrative workflow. Every implementation is defined around your business.

Connected customer records, conversations and next stepsA connected workflow, illustrated
CRM + AUTOMATION + AI

A complete picture. A clearer next move.

Connect what your customer said with what your team needs to do. Bring contact history, conversations and opportunities into one organized workflow.

  • A shared view of every opportunity
  • Follow-up with defined owners and rules
  • AI support with human handoffs
Meet the platform
IMPLEMENTATION WITH DIRECTION

From your current process to a connected system.

01

Understand

Map your channels, team and the gaps in your follow-up.

02

Connect

Set up the CRM, integrations and workflows you need.

03

Validate

Test responses, assignments and handoffs with your team.

04

Improve

Review the process and adjust based on real conversations.

AI CRM, Automation and Follow-Up Systems for Service Businesses | Trivu