Sales CRM

TrustEdge CRM

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.

DjangoNext.jsReactPostgreSQLAWS

Built for

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

Overview

TrustEdge CRM 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 TrustEdge CRM.

  • 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 TrustEdge CRM.

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

Production deployments with TrustEdge CRM 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 TrustEdge CRM with WhatsApp Business auto-capture and order-to-quote integration with the manufacturer’s ERP.

Head of Sales

B2B services firm · Pune

“Technology alone doesn't transform businesses.”

We stopped asking reps “did you log it”. The CRM captures it. The Monday meeting now uses one number, not seven.

Case Studies

Where TrustEdge CRM runs in production.

Request detailed case studies →

B2B services · Pune

TrustEdge CRM: 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.

Get in touch

See TrustEdge CRM 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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