Trivartha CRM - Sales & Lead
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About this app
Trivartha CRM is a sales CRM built for relationship managers, field sales
officers, account executives and branch teams who run their day from the
field — across sales roles in any industry.
TRACK EVERYTHING THAT MATTERS
• Capture leads with name, phone, email and optional KYC details.
• Maintain customer records with assets under management, income,
product holdings and a timeline of visits, calls and notes.
• Plan visits with GPS check-ins, business-card OCR, lead photos and
pre-visit AI briefs.
• Log calls and tasks in seconds from the home screen.
WORK SMARTER WITH ON-DEVICE & CLOUD AI
• Ask the AI assistant about your own pipeline — top customers by value,
follow-ups due today, conversion tips for tomorrow.
• Auto-expand shorthand call notes into structured CRM records.
• Use cloud AI endpoints only when you opt in, per provider. On-device
language models run entirely on your phone.
BUILT FOR PROFESSIONAL COMPLIANCE
• Local-first storage: leads, customers and KYC stay on your device.
• PIN and biometric (fingerprint / face) lock on launch.
• Sealed backup passphrase you control — Trivartha cannot recover it.
• No third-party advertising or analytics SDKs. Crash reporting only for
anonymous diagnostic data.
PLAYS WELL WITH YOUR STACK
• Secure account sign-in for subscription management.
• Share contacts with any installed messaging or dialler app in one tap.
• Export PDF reports for branch reviews and management meetings.
• In-app reminders with the platform alarm service so nothing slips.
DESIGNED FOR PROFESSIONALS
• Material 3 dark & light themes.
• Onboarding for new users in under five minutes.
• Works offline — your data is on your device first, cloud optional.
PRICING
• Free tier covers daily field workflow.
• Pro subscription unlocks unlimited PDF reports, the full AI assistant
and sealed cloud backup. Billed monthly or yearly via the app store.
SUBSCRIPTION & SUPPORT
• Subscriptions are processed by the app store's billing service.
• Questions or feedback: support@trivartha.com
• Privacy policy & terms: https://crm.trivartha.com
officers, account executives and branch teams who run their day from the
field — across sales roles in any industry.
TRACK EVERYTHING THAT MATTERS
• Capture leads with name, phone, email and optional KYC details.
• Maintain customer records with assets under management, income,
product holdings and a timeline of visits, calls and notes.
• Plan visits with GPS check-ins, business-card OCR, lead photos and
pre-visit AI briefs.
• Log calls and tasks in seconds from the home screen.
WORK SMARTER WITH ON-DEVICE & CLOUD AI
• Ask the AI assistant about your own pipeline — top customers by value,
follow-ups due today, conversion tips for tomorrow.
• Auto-expand shorthand call notes into structured CRM records.
• Use cloud AI endpoints only when you opt in, per provider. On-device
language models run entirely on your phone.
BUILT FOR PROFESSIONAL COMPLIANCE
• Local-first storage: leads, customers and KYC stay on your device.
• PIN and biometric (fingerprint / face) lock on launch.
• Sealed backup passphrase you control — Trivartha cannot recover it.
• No third-party advertising or analytics SDKs. Crash reporting only for
anonymous diagnostic data.
PLAYS WELL WITH YOUR STACK
• Secure account sign-in for subscription management.
• Share contacts with any installed messaging or dialler app in one tap.
• Export PDF reports for branch reviews and management meetings.
• In-app reminders with the platform alarm service so nothing slips.
DESIGNED FOR PROFESSIONALS
• Material 3 dark & light themes.
• Onboarding for new users in under five minutes.
• Works offline — your data is on your device first, cloud optional.
PRICING
• Free tier covers daily field workflow.
• Pro subscription unlocks unlimited PDF reports, the full AI assistant
and sealed cloud backup. Billed monthly or yearly via the app store.
SUBSCRIPTION & SUPPORT
• Subscriptions are processed by the app store's billing service.
• Questions or feedback: support@trivartha.com
• Privacy policy & terms: https://crm.trivartha.com
Sales CRM for field teams — leads, customers, visits, calls & AI assistant.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
Welcome to Trivartha CRM v2.0 — your field sales command center.
NEW
• CRM in one app — leads, customers, visits, calls, tasks, reminders.
• AI sales assistant — pipeline summaries, pre-visit briefs, note expansion.
• On-device language models; optional cloud endpoints.
• GPS visit check-ins and business-card OCR.
• PIN and biometric lock for on-device data.
• Encrypted backups with a passphrase you control.
• PDF reports for branch reviews.
NEW
• CRM in one app — leads, customers, visits, calls, tasks, reminders.
• AI sales assistant — pipeline summaries, pre-visit briefs, note expansion.
• On-device language models; optional cloud endpoints.
• GPS visit check-ins and business-card OCR.
• PIN and biometric lock for on-device data.
• Encrypted backups with a passphrase you control.
• PDF reports for branch reviews.
App support
About the developer
TRIVARTHA
support@trivartha.com
A 33, Usha Kiran Society, Ashok Park, Tarsali,
Vadodara, Gujarat 390009
India
+91 84336 68083
