Automation-first workflows
Replace manual follow-ups with structured tasks, reminders and lead workflows that keep work moving without depending on memory.
AI-powered business operations
The TrierX CRM that helps teams operate faster.
TrierX brings enquiries, quotations, payments, customer conversations and your entire team into one clear operating platform built for growing businesses.
- Built for growing teams
- Cloud-based
- Role-based access
The TrierX advantage
A stronger foundation for every business operation.
Built from real operating experience, TrierX gives growing teams the clarity, structure and automation they need to scale confidently.
Scalable business operations
Support solo professionals, growing teams and multi-branch networks with role-based access and one consistent operating process.
Real-time business insights
See leads, conversions, team performance, payments and activity in dashboards built for faster, better-informed decisions.
Complete CRM Toolkit
Everything you need to manage relationships, track revenue, and optimize your entire sales cycle in one unified platform.
Customer Relationship Management (CRM)
A centralized dashboard to manage leads, track customer interactions, streamline team coordination in real time, and enable data-driven sales growth.
Lead Management
Track the complete lead cycle, automate lead capture and distribution, customize quotations, and manage follow-ups with timely reminders.
Task Automation
Automate lead assignments, follow-ups, reminders, and notifications to simplify repetitive processes and improve business efficiency.
AI-Powered Itinerary Generator
Create customized itineraries with AI-assisted planning, reusable information, supplier coordination, and faster operational workflows.
Staff & Customer Management
Manage user roles, secure access, customer profiles, and employee activity through one centralized system.
Call Management
Log, schedule, record, and track customer calls while keeping every conversation connected to its lead or customer profile.
Reports & Analytics
Gain insight into business performance with customizable reports that surface key metrics, trends, and team activity.
WhatsApp Integration
Improve customer engagement with connected communication, chatbot workflows, and campaign management on selected plans.
Invoice & Voucher Management
Simplify billing and voucher handling with document generation, secure record management, and transaction tracking.
Inventory Management
Organize supplier, service, and package information with clearer availability, allocation, and internal control.
Payment & Collection Management
Track incoming and outgoing payments, due dates, reminders, and real-time updates so no collection gets missed.
Staff Productivity Management
Monitor daily team activity across mobile and desktop, improve accountability, and streamline performance management.
Meta Lead Automation
Capture and organize leads from Meta campaigns automatically, respond faster, and track conversions efficiently.
Quotations & Approvals
Create consistent quotations, manage revisions, and route approvals while keeping every document connected to the enquiry.
Role-Based Access & Security
Protect business data with controlled user access, role-based permissions, secure login, and visible account activity.
Running a growing business is harder than it should be.
Many teams still juggle spreadsheets, forwarded messages, and disconnected tools—losing visibility, time, and opportunities every day.
Without TrierX CRM
Manual Lead Handling
Leads get buried in chats and spreadsheets without consistent tracking or ownership.
Delayed Follow-Ups
Teams rely on memory, so important reminders are delayed and hot leads go cold.
Scattered Quotations
Pricing, revisions, approvals, and customer messages live in different places.
Difficult Process Management
Repetitive work slows delivery and increases the chance of missed steps.
Limited Team Visibility
Managers cannot easily see what each person owns or where work is blocked.
Multiple Software Confusion
Switching between disconnected tools costs time and makes training harder.
With TrierX CRM
Centralized CRM
Every lead, enquiry, and customer interaction is organized in one clear system.
Automated Workflows
Reminders, assignments, and follow-up sequences keep work moving automatically.
Structured Quotations
Build, revise, approve, and share quotations through one connected process.
AI-Assisted Planning
Create professional itineraries and operational documents in less time.
Staff & Customer Management
See team activity, customer history, and business performance from one place.
Connected Communication
Keep customer updates and team actions linked to the correct CRM record.
Built for travel
One platform, shaped to how you operate.
Whether you run a focused team or a distributed travel network, TrierX creates a shared system for sales, service and operations.
Travel Agencies
Manage enquiries, itineraries, quotations, customers and follow-ups from one workspace.
Tour Operators
Coordinate packages, supplier information, customer communication and team responsibilities.
DMC Companies
Bring complex destination operations, high enquiry volumes and multiple suppliers under control.
Visa Consultants
Track enquiries, document workflows, follow-ups and customer communication with clear ownership.
Corporate Travel Teams
Standardize processes, reporting and team coordination for structured service delivery.
Multi-Branch Networks
Control access, standardize workflows and gain consolidated visibility across locations.
Built in the work
CRM solution
TrierX CRM was developed from direct operational experience. The platform is built around the real friction operating teams face every day—not generic CRM assumptions.
Real workflowsDesigned around actual sales and business operations.
Focused executionMade for the day-to-day work that decides conversion.
Built to evolveStructured for growing teams and changing processes.
Testimonial
Trusted by growing businesses
See how businesses use TrierX to streamline operations, improve team productivity, and scale with confidence through CRM and automation.
Before TrierX, our leads, follow-ups, itineraries, quotations and payment updates were spread across different places. After six months, the biggest difference is visibility—we can quickly see what is moving, what needs attention and who owns the next step. Our team spends less time checking with each other and more time helping customers.
Simple, transparent pricing
Plans built to scale with your team.
Choose a billing cycle and see the price upfront. No hidden plan prices—from solo professionals to high-performing teams.
30% savings applied to the standard monthly rate. Prices shown per user, per month.
Basic
Solo agents & small teams
Essential tools for a structured daily sales process.
- Dashboard
- Enquiry & lead management
- Task management & reminders
- AI itinerary management
- Quotation management & approvals
- Role-based staff management
- Reports
- Up to 5 users
Standard
Growing businesses
Smarter lead automation and expanded reporting.
- Everything in Basic
- Meta lead automation
- Expanded operational workflows
- Customized reports
- Up to 30 users
Professional
High-volume agencies
Connected communication and advanced automation.
- Everything in Standard
- Call monitoring
- WhatsApp chatbot
- WhatsApp campaigns
- Advanced automation
- Unlimited users
Professional Plus
High-performing teams
Deeper staff productivity and operational control.
- Everything in Professional
- Staff work monitoring
- Advanced productivity insights
- Expanded operational controls
- Unlimited users
Custom deployment options
Need TrierX shaped around your organization?
Enterprise
Let’s Talk
A tailored TrierX experience for established organizations.
- White-label options
- Custom branding
- Custom feature development
- Enterprise onboarding
Enterprise Plus
Let’s Talk
Maximum product control for organizations with specialized requirements.
- Full customization
- Source-code access
- Ownership via formal agreement
FAQ
Questions before you pick a plan
Everything you need to know about subscription options, annual savings, and finding the right plan for your business.
TrierX is a cloud-based CRM and operations platform for growing businesses. It connects leads, customer relationships, quotations, staff operations, payments, communication and reporting in one system.
TrierX supports startups, growing businesses, sales and operations teams, and multi-branch organizations. It also includes workflows used by travel agencies, tour operators, destination management companies, visa consultants, and corporate travel teams.
The platform includes CRM and lead management, task automation, AI-assisted itinerary creation, quotation and approval workflows, Meta lead automation, staff and customer management, call management, WhatsApp integration, payment tracking, invoices, vouchers, inventory records, and reports.
Yes. Selected plans can include WhatsApp chatbot workflows, campaign management and automated customer communication. Setup, provider and usage charges may apply.
Yes. The Basic plan is designed for solo professionals, startups, and small teams that need essential CRM, lead management, task, quotation, and reporting tools.
Yes. Enterprise options can include white-labelling, custom branding and custom feature development based on your organization’s operational requirements.
Enterprise Plus can include source-code access and ownership through a formal agreement. It is intended for organizations that need full customization and long-term product control.
Yes. TrierX provides product onboarding, technical support, training assistance, and ongoing customer support according to the selected plan and implementation scope.
Yes. TrierX supports payment tracking, due-date reminders, invoice generation, voucher management and transaction visibility.
Annual maintenance may apply to custom work and typically ranges from 15–20%, depending on the selected plan, implementation scope, and purchased add-ons.
TrierX supports secure login, controlled user access, role-based permissions and activity visibility. Speak with our team about your specific security and compliance requirements.
Ready to transform your business operations?
Schedule a demo with our team to see how TrierX can streamline your workflows and accelerate growth.
Sales enquiriessales@trierx.com
Customer supportsupport@trierx.com
Phone+91 70342 00655
Phone+91 75929 21141
Mukkath Plaza, By Pass Junction,
Near Allahabad Bank, Aluva,
Kochi, Kerala — PIN 683101