No fluff. Just straight answers.
Everything you need to know about TrustEdge — modules, integrations, security, pricing and onboarding. Still stuck? Talk to our team.
General
What is TrustEdge?
TrustEdge is a multi-tenant, cloud-based B2B sales CRM that helps sales teams manage their entire customer lifecycle — from lead capture and pipeline to quotations, deal closure, and post-sale onboarding — all in one platform.
Who is TrustEdge built for?
TrustEdge is designed for B2B sales teams of all sizes — from lean startup sales squads to large distributed revenue organizations with channel partners and direct reps. It scales from a handful of reps to thousands.
Is TrustEdge built by sales people?
Yes. TrustEdge was built by people who lived the daily grind of running a sales pipeline. Every feature is designed around real selling workflows — not generic database forms.
How many teams use TrustEdge?
Over 500 sales teams trust TrustEdge, with 12,000+ reps actively working their pipeline on the platform every day.
Where is TrustEdge based?
TrustEdge is built by Tecnospice, headquartered in Coimbatore, Tamil Nadu, India, with support teams serving customers across India and beyond.
Features & Modules
What modules does TrustEdge offer?
TrustEdge offers integrated modules including Lead Management, Pipeline & Deals, Quotations & CPQ, Activity & Cadences, Contact & Account Management, Reporting & Forecasting, Partner Portal, and Post-Sale Onboarding.
Does TrustEdge integrate with email and WhatsApp?
Yes. TrustEdge includes native two-way email sync and WhatsApp Business integration, so reps can send, receive, and log conversations directly against leads and deals without leaving the CRM.
Can TrustEdge connect to my ERP or other tools via Zapier?
Yes. TrustEdge offers a REST API, native ERP connectors, and Zapier support to sync customers, orders, and invoices across your stack — keeping sales, finance, and operations aligned.
Does TrustEdge support quotations and CPQ?
Yes. TrustEdge includes a quotation engine with templated pricing, configure-price-quote (CPQ) logic, approval workflows, and e-signature, so reps turn around accurate quotes in minutes.
Does TrustEdge have an AI assistant?
Yes. TrustEdge's AI assistant drafts follow-up emails, summarizes deal activity, flags at-risk opportunities, and suggests next-best actions to help reps prioritize and close faster.
Can I automate follow-ups and sequences?
Yes. TrustEdge supports automated cadences and sequences across email and WhatsApp, with triggers based on lead score, deal stage, and rep activity so no opportunity goes cold.
Security & Architecture
Is TrustEdge multi-tenant and is my data isolated?
Yes. TrustEdge is built on a secure multi-tenant architecture with strict per-tenant data isolation, so your customer and deal data is never visible to other organizations on the platform.
How secure is my CRM data?
TrustEdge uses enterprise-grade AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, complete audit trails, IP allow-listing, and is hosted on SOC 2 compliant infrastructure.
Is TrustEdge cloud-based or on-premise?
TrustEdge is cloud-based by default, hosted on secure infrastructure in India. Dedicated and private-cloud deployments are available for enterprises with specific compliance requirements.
Implementation & Onboarding
How long does it take to go live with TrustEdge?
Most teams go live within 7 days, including data migration, pipeline configuration, and rep training. Larger organizations with complex workflows and integrations may take 2-3 weeks.
What happens to our existing CRM data?
TrustEdge handles complete data migration from your existing system — whether it's spreadsheets, another CRM, or a legacy database. Your leads, contacts, deals, and history are preserved and mapped cleanly.
Do you provide training?
Yes. TrustEdge provides comprehensive remote and on-site training for reps, sales managers, and administrators, plus playbooks and ongoing enablement sessions.
Pricing & Support
What is TrustEdge's pricing model?
TrustEdge is offered as a per-seat SaaS subscription billed monthly or annually, with tiered plans that scale by team size and feature needs. Contact us for a quote tailored to your organization.
Is there a free trial or demo?
TrustEdge offers a free personalized demo where you can see the platform configured for your sales process. Contact us to schedule one.
What kind of support do you offer?
TrustEdge provides support via phone, WhatsApp, email, and in-app chat. Every account gets a dedicated customer success manager to ensure your team keeps winning.
Do you offer post-sale support and AMC?
Yes. TrustEdge includes ongoing post-sale support and optional Annual Maintenance Contracts (AMC) covering updates, configuration changes, integration upkeep, and priority assistance.
Question we didn't answer?
Our team is happy to help. Book a free demo or get in touch — we usually reply within hours.