12+ Integrated Modules

One CRM. Every module your sales team runs on.

Lead pipeline to quotes, email to WhatsApp, forecasting to onboarding — all wired together. No silos. No middleware.

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12+

Modules

5,000+

Connected Apps

99.9%

Uptime

Sales3

Pipeline, Quotes, Forecasting

Communication2

Email, WhatsApp

Customers3

Contacts, Partners, Clients

Operations2

Tasks, ERP & Zapier

Admin & Insights2

Dashboards, Roles & Audit

The full lineup

Explore every module.

Filter by category to find exactly what your sales team needs.

Showing 12 modules

📊

PopularQualified

Lead & Pipeline Management

A visual, multi-stage sales pipeline with lead scoring, funnel categories, and automatic reassignment so no opportunity slips through the cracks.

Visual Multi-stage PipelineCustom Funnel Categories & StagesLead Scoring & Potential RankingAuto-reassignment of Unanswered LeadsLead Source & Campaign Tracking+1 more

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🧾

PopularQualified

Quotation Management

A templated quotation composer with module-level pricing, role-based discount approvals, public share links, and full status tracking.

Templated Quotation ComposerModule & Product-level PricingRole-based Discount Approval CeilingsPublic Share LinksQuote Status & Version Tracking+1 more

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📈

Qualified

Sales Forecasting & Reports

Predictive forecasting, conversion analytics, lead-source performance, and sales-cycle reports that turn pipeline data into decisions.

Predictive Revenue ForecastingConversion & Win-rate AnalyticsLead Source Performance Reports+3 more

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✉️

PopularFollow-up

Email Integration

Connect Gmail or Outlook to send templated emails and track opens, clicks, and replies — so reps always know which leads to chase next.

Gmail & Outlook Connect (OAuth)Reusable Email TemplatesOpen, Click & Reply TrackingEngagement Metrics per LeadInbox Sync to Customer Timeline+1 more

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💬

PopularFollow-up

WhatsApp Integration

Run WhatsApp campaigns, send approved templates, and manage conversations from a shared team inbox — all logged against the customer.

WhatsApp Campaigns & BroadcastsApproved Message TemplatesShared Team InboxBulk MessagingConversation-to-Customer Logging+1 more

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👥

Contacted

Customer Management

Manage prospects, contacts, and assignments with custom customer types and a 360° timeline of every interaction across channels.

Prospect & Contact ManagementCustom Customer TypesOwner & Team Assignment+3 more

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🤝

Contacted

Channel Partner Management

A dedicated workflow for distributors and channel partners with partner-specific stages — onboarding, agreement, and active management.

Partner-specific Lifecycle StagesOnboarding & Agreement TrackingPartner Performance View+3 more

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🚀

Contacted

Onboarded Client Management

Track live clients post-sale — implementation status, AMC renewals, revenue, and account health — so retention never gets forgotten.

Implementation Status TrackingAMC / Renewal Expiry AlertsAccount Revenue Tracking+3 more

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✅

Proposal

Task & Follow-up Management

Daily follow-up scheduling, team tasks tied to customers, and reminders that keep every rep on top of their next action.

Daily Follow-up SchedulingCustomer-linked Team TasksAssignee-wise Task Views+3 more

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🔗

Proposal

ERP & Zapier Integration

Native ERP sync pushes closed deals into your operational systems, while Zapier webhooks connect TrustEdge to 5,000+ apps.

Native ERP Order SyncZapier Webhook ConnectionsInbound Lead Webhooks+3 more

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📺

Won

Dashboard & Analytics

Real-time dashboards for pipeline health, KPIs, engagement, and forecasting trends — for reps, managers, and leadership alike.

Real-time Pipeline DashboardKPI & Engagement MetricsForecasting Trend Charts+3 more

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🛡️

Won

Roles, Permissions & Audit

Granular role-based permissions (super admin, admin, user, third-party), module-level access, and a complete system audit trail.

Role-based Access ControlModule-level PermissionsMulti-tenant Project Isolation+3 more

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Why TrustEdge

One platform beats a stack of bolted-on tools.

A truly integrated CRM means no data silos, no middleware, no finger-pointing between vendors.

Zero silos

Unified data

Every team shares one CRM. Lead data flows from first touch to closed deal to onboarded client.

Plug & play

Zero integration hassle

Everything works together out of the box. No third-party connectors or API glue.

24/7 support

One vendor, one SLA

One support team, one contract, one point of accountability for your entire sales stack.

Ready when you are

See the exact modules your team needs.

Get a personalized demo and a 30-day plan to modernize your sales operations.

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