Advanced CRM platform
Trust Edge — leads, pipelines and deals through to client onboarding and AMC, with built-in WhatsApp, email and AI-powered insights.
Open Trust EdgeAn end-to-end CRM for growing sales teams — from first lead to long-term client management, with built-in WhatsApp, email and AI-powered insights.
Products in this segment
Operational excellence
Trust Edge gives your sales team a single platform to capture leads, manage pipelines, close deals, and retain clients — without switching between tools. Built-in WhatsApp campaigns, email tracking, AI-driven lead scoring, and real-time dashboards keep your team focused on what matters: revenue.
Trust Edge — leads, pipelines and deals through to client onboarding and AMC, with built-in WhatsApp, email and AI-powered insights.
Open Trust EdgeInbound capture from forms, landing pages and WhatsApp — with assignment rules, SLA timers and automated nurture sequences.
Talk to usWeighted forecast, slip risk, idle-deal alerts and rep-by-rep dashboards — the report a sales head actually opens on Monday.
Talk to usSequences, templated proposals, Razorpay/Stripe payment links and webhook fan-out to your ERP and data warehouse.
Talk to usCore competencies
Pipeline-stage mapping, qualification frameworks and forecast methodology written down before any tool is configured.
Tenant-scoped fields, vertical-specific objects and channel integrations — customisation that survives the next upgrade.
Forecast accuracy, slip-risk and CLV models on your own data — not vanity dashboards.
Gmail / Outlook auto-capture, WhatsApp Business API, payments and webhook fan-out to ERP / DW.
Core Competencies
01
Pipeline-stage mapping and forecast methodology written down before any tool is configured.
02
Tenant-scoped fields and channel integrations — customisation that survives upgrades.
03
Forecast accuracy, slip-risk and CLV models on your own data.
04
Gmail, WhatsApp, payments and webhook fan-out to ERP and DW.
Success Stories
BFSI · multi-currency
Regulated-environment rollout with Gmail/Outlook auto-capture, multi-currency pipeline and audit-grade activity logs for an enterprise BFSI client.
Dealer-network rollout
Dealer network onboarded onto Trust Edge with WhatsApp Business auto-capture and order-to-quote integration with the manufacturer’s ERP.
Case Studies
B2B services · Pune
Auto-capture, weighted forecast and templated proposals — replaced a 14-tab spreadsheet for a 30-rep sales team.
SME services · South India
Inbound capture from WhatsApp Business with assignment rules — 30 conversations a day routed to the right rep within minutes.
Field sales · Pan-India
Native iOS / Android app with offline mode for a national distributor — visit logs, order capture and payment links.
Get in touch
We'll send back a written fit-assessment in 48 hours — what slots into Trust Edge, what needs customisation, and what we'd refuse to take on.