Trinity Business Manager

TRINITY HOLISTIC SOLUTIONS

About this app

Trinity Business Manager is a complete business and sales management solution built for organizations that run field teams, sales agents and day-to-day operations from a single app.

Key features:
• Team and sales agent management – organize your staff, assign work and keep track of daily activity.
• GPS check-in and visit tracking – field staff and sales agents can check in at customer locations, and their visits are recorded for accurate reporting.
• Customer and lead management – keep customer details, contacts and addresses organized in one place.
• Photo capture – attach photos to visits and reports for clear on-the-ground documentation.
• Reports and insights – review activity, visits and performance to make informed decisions.
• Simple sign-in – business owners log in with email and password, and sales agents log in with their mobile number and password.

Trinity Business Manager helps business owners and managers stay connected with their field teams, monitor sales activity and streamline everyday operations. Whether you run a small team or a growing sales force, the app brings your business data together so you can manage work from anywhere.

Location note: Location is collected to enable GPS check-in and visit tracking for field staff and sales agents, and is used to provide the app's core functionality. Seniors and managers within your organization can view this information through the app.

What’s new

First release of Trinity Business Manager.

- Business dashboard with sales, visits and inventory overview
- Customer, vendor and contact management
- Quotations, sales orders and invoicing
- Inventory and stock management
- Expense claims with receipt capture
- Field visit tracking and attendance
- Reports and analytics