Trevion CRM

Brand : Trevion

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Save upto 18%, Get GST Invoice on your business purchase |
T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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Trevion CRM Features

Customer Data Management (CDM)

Contact Management Centralizes, stores, and organizes comprehensive directory lists of customer profiles.
Account Management Tracks unified interaction histories and active pipelines across dedicated B2B client accounts.
Customer Profiles Aggregates individual interaction records, notes, and preferences into a 360-degree view.
Contact Segmentation Organizes contact directories into distinct target folders using specialized filters.
Activity History Logs an ongoing, chronological timeline tracking every note, call log, and status modification.

Sales Management

Lead Management Captures, assigns, and paths incoming business prospects across central dashboards.
Quote Management Instantly generates sales quotes and pricing estimates for prospective customer evaluation.
Sales Forecasting Utilizes current sales pipeline velocity patterns to form future revenue predictions.
Deal Management Traces opportunities visually across customizable pipeline stages from discovery to close.
Sales Automation Eliminates manual entry by automating lead capture and routine background assignments.
Workflow Automation and Management Features low-code rules to automate routine outreach pipelines and data operations.
Opportunity & Pipeline Management Delivers a clear, structured view of active real estate or service deals across sales cycles.
Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

Email Marketing Creates, structures, and deploys promotional outbox messaging blasts directly to targets.
Campaign Management Organizes collections of marketing actions to plan, complete, and evaluate targeted goals.
Lead Nurturing Drives systematic outreach processes to turn colder business prospects into active buyers.
Customer Journey Tracking Visualizes and analyzes the end-to-end customer experience across primary brand touchpoints.
Customer Segmentation Groups customer databases dynamically using customizable text field parameters.
Event-Triggered Workflows Instantly launches automated process paths the moment specific conditions or status updates match.
Automated Campaigns Schedules and fires outbox promotional campaigns based on predefined timelines autonomously.

Data Sourcing / Integrations

Social Media Integration Directly hooks with Meta channels to pull lead form submissions automatically.
Data Import/Export Ingests or downloads critical databases securely via structured spreadsheet layouts.
API Access Exposes an open programmatic interface allowing seamless backend data syncing with outer apps.
Calendar Integration Tracks and schedules sales meetings and client site appointments via a connected calendar.
Third Party Integrations Seamlessly connects with Indian real estate platforms like 99Acres, MagicBricks, and Housing.
Email Marketing Tools Integration Synthesizes your active contact lists smoothly with external bulk mailing delivery systems.
Marketing Tools Integration Connects front-end marketing capture funnels directly into the core customer workspace.
Interactive Voice Response (IVR) Integration Couples cloud telephony integrations to handle call tracking and record metrics instantly.
eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.

Collaboration Tools

Team Communication Connects internal reps to coordinate handoffs and log clear notes within a centralized panel.
Task / Activity Management Schedules tasks and client meetings to ensure team accountability and transparency.
Document Sharing & File Storage Centralizes and organizes critical business materials and sales files inside a shared workspace.
Omnichannel Support & Engagement Unifies multi-channel communication logs including calls, emails, and text apps centrally.

Security & Compliance

Audit Trail Preserves searchable execution logs tracking data edits and administrative system adjustments.
Data Encryption Transmits all application data securely over encrypted connections to guard client info.
Role-Based Access Control (RBAC) Restricts administrative functions and data visibility based on employee job levels.
Backup & Disaster Recovery Implements regular data redundancy procedures across cloud infrastructure to avoid loss.
GDPR & Data Privacy Engineered with strict transit security and data deletion request protocols to enforce safety.

AI & Machine Learning

Predictive Analytics Models historical datasets to forecast upcoming metrics and prospective business choices.
Lead Scoring Grades a prospect's quality or buying likelihood using custom behavioral metrics.
Chatbots Deploys generative AI-driven assistance to respond to queries and process text inputs.

Reporting & Analytics

Predictive Analytics Models historical datasets to forecast upcoming metrics and prospective business choices.
Real Time Analytics Streams live pipeline status edits and team activity updates directly onto dashboards.
Campaign Performance Delivers dashboard visualizations breaking down the reach and success metrics of campaigns.
Custom Dashboards Allows editing fields and layouts to track running sales and team productivity data charts.
Sales Performance Reports Tracks individual sales manager conversions, ownership, and timeline metrics.
Customer Insights Reviews past conversation history logs to decipher buyer patterns and preferences.
Forecasting & Trends Highlights future target revenue levels using predictive analytics over active sales funnels.
Performance Tracking Monitors team assignment completion speeds and overall pipeline velocity visually.

Alerts & Notifications

Event-Triggered Notifications Instantly fires real-time pop-up, banner, or badge alerts when tasks change states.
Custom Workflow Alerts Pushes system alerts immediately when custom-defined process boundaries are hit.
System Errors/Failures Logs third-party API sync anomalies and script errors automatically for review.
Customer Interaction Alerts Flags when a target proposal link or communication thread gets opened by a prospect.
Workflow Trigger Alerts Dispatches administrative notifications when background automated campaigns activate.
SLA Violations Triggers specialised going-stale warning flags if an active lead sits untouched for too long.
Lead Activity Alerts Sends instant push notifications the moment an inbound property lead lands from portal sites.