Sales CRM

Trust Edge

An end-to-end CRM built for growing sales teams — from first lead to long-term client management, with built-in WhatsApp, email and AI-powered insights.

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Built for

Sales teamsContract & AMC businessesWhatsApp & email-led salesGrowing teams↗ Segment: Customer & Business Operations

Overview

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.

What you get

Capabilities that ship with Trust Edge.

  • Lead & pipeline management
  • WhatsApp Business integration
  • Email integration (Gmail & Outlook)
  • AI-powered insights
  • Sales forecasting & reports
  • Client onboarding & AMC tracking
  • Task & follow-up management
  • Multi-project support
  • Role-based access control
  • Real-time dashboard

Built for excellence

Outcomes — why teams pick Trust Edge.

One platform from first lead to long-term client — no tool-switching

AI scores leads and flags at-risk deals, so reps focus on what needs attention today

WhatsApp campaigns and tracked email logged against every customer timeline automatically

AMC contracts auto-renew on schedule — recurring revenue never slips

CRM power without the enterprise complexity — built for growing teams

Success Stories

Live deployments with Trust Edge and the wider stack.

BFSI · multi-currency

Global banking CRM integration

Regulated-environment rollout with Gmail/Outlook auto-capture, multi-currency pipeline and audit-grade activity logs for an enterprise BFSI client.

Dealer-network rollout

Operational scale-up for industry 4.0

Dealer network onboarded onto Trust Edge with WhatsApp Business auto-capture and order-to-quote integration with the manufacturer’s ERP.

Case Studies

Where Trust Edge runs live.

Request detailed case studies →

B2B services · Pune

Trust Edge: B2B services sales motion

Auto-capture, weighted forecast and templated proposals — replaced a 14-tab spreadsheet for a 30-rep sales team.

SME services · South India

WhatsApp-first inbound

Inbound capture from WhatsApp Business with assignment rules — 30 conversations a day routed to the right rep within minutes.

Field sales · Pan-India

Field-sales mobile app

Native iOS / Android app with offline mode for a national distributor — visit logs, order capture and payment links.

Frequently asked

Common questions about Trust Edge.

Is Trust Edge multi-tenant?

Trust Edge is multi-tenant from the first commit — each tenant gets isolated data, configuration and customisation on top of a shared upgrade path. We never fork the codebase per customer, so every tenant stays on the same release train.

How does customisation work on Trust Edge?

Customisation rides on top of Trust Edge as tenant-scoped configuration, plug-ins and extensions — never as a fork. Specialist frontend, backend, QA and UAT teams gate every release before it reaches your tenant, so customisations survive upgrades.

How long does a typical Trust Edge rollout take?

Standard tenants are live in 4–8 weeks from signed brief. Heavy customisation extends that timeline; we share a written estimate within 48 hours of the engineer call so there are no surprises.

How is support handled for Trust Edge?

A 24×7 product-support desk, owned by us — not outsourced. The team supporting you is the same team that ships and operates Trust Edge, with engineering escalation paths and per-tenant SLAs.

What about security, access control and audit?

Role-based access control with custom roles, SSO and SAML on every product. Audit log on every write, per-tenant data isolation, encryption at rest and in transit. Compliance posture aligned to HIPAA / DPDP / GDPR depending on the workload.

Does Trust Edge expose APIs and webhooks?

Trust Edge ships with documented REST APIs, webhook subscriptions and a sandbox for integration testing. OAuth 2 or scoped API keys. The API is a first-class product surface, not an afterthought — every integration we build for ourselves goes through it.

Get in touch

See Trust Edge run on your own data.

30 minutes, with an engineer. We'll load a sandbox with a sample of your workflow and walk through the parts that matter to your team.

Walkthrough scheduled inside 48 hours
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