CRM Core

Smart Dashboard

Monitor your entire sales pipeline with real-time analytics, team call tracking charts, and active talk time rankings.

✓Lead pipeline overview and sales performance metrics
✓Team call tracking charts based on executive performance rankings
✓Active talk time ranking metrics to measure counselor/agent productivity
✓Real-time conversion tracking and dashboard widgets

Sales Operations

Task Management

Assign tasks, manage follow-ups and track sales productivity.

✓Kanban task boards with dynamic status columns
✓Auto-reminders for callbacks and parent/client calls
✓Task assignment routing and deadline prioritization flags
✓Collaborative duties and follow-up tracking

Field Sales

Live Location Tracking

Track your field sales executives in real-time using GPS tracking.

✓Real-time GPS mapping of active field representatives
✓Historical route log directories showing executive check-ins
✓Dynamic field movement trackers
✓Field route optimizations

Projects & Assets

Project / Property Management

Manage real estate projects, inventories, and track property requirements.

✓Project lists, block directories, and parameter logs
✓Real-time inventory catalogs (Available, Held, Booked, Sold)
✓Automatic project property prperty catelog generation
✓Quick digital brochure sharing via WhatsApp

Service Packages

Day-Wise Package & Itinerary Builder

Construct day-by-day itineraries, dynamic maps, dynamic pricing tiers, and customized package templates instantly.

✓Auto generate itineraries and custom packages instantly
✓Reusable itinerary package templates for rapid tour drafting
✓Auto transport listings, hotel reservations, and custom map tags
✓Instant package itinerary sharing via automated WhatsApp API

Finance

Invoice Management

Generate and manage invoices directly inside the CRM.

✓Invoice creation and custom payment receipts
✓Partial payment logs and outstanding balance trackers
✓Payment collection status
✓Billing records mapped to individual customers

Communication

WhatsApp CRM

Manage conversations with leads directly from WhatsApp inside the CRM.

✓Unified WhatsApp inbox for role-based message management
✓Complete two-way WhatsApp message logs mapped to lead cards
✓Share brochures, invoices, and quotations via media attachments
✓Counselor communication histories and response audits

Settings

System & Company Settings

Configure your CRM settings including company information, banking details and system preferences.

✓Company profile details and custom brand asset configuration
✓Banking information folders for invoices and payment captures
✓System configuration logs and dynamic lead status parameter panels
✓Role permissions, employee hierarchies, and security parameters

Integrations

Third-Party Integrations

Connect Trevion CRM with landing pages, developer APIs, Meta Ads, property portals, and travel directories to automate lead capture with intelligent auto-assignment.

✓Website integration: Generate customized lead forms, export direct links, or create scannable QR codes for your site
✓Leads API: Developer Leads API with URL source capture to track exactly where leads came from (URL, ad campaigns, landing page)
✓All API and website capture methods support round-robin auto-assignment to route leads instantly
✓Portal integrations (MagicBricks, 99acres, Housing.com) with round-robin project-based, location-based, budget-based auto-assignment
✓Meta Ads advanced routing: Connect multiple pages, and assign employees dynamically based on leads from different ad forms, pages, services, or projects

Reports

Advanced Reports & Analytics

Monitor sales performance, team productivity and revenue insights with powerful CRM reporting tools.

✓Sales executive and counselor performance reports
✓Lead conversion analytics and transaction pipelines maps
✓Daily active counselor activity logs and check-in history charts
✓Revenue trackers and billing collection reports

Discover Trevion CRM Features