Triway CRMJoin the waitlist
Triway Technologies presents Triway CRM

The CRM that
fills itself in.

For the whole team, at one price.

New company. New contact. Your agent does the research, so your team starts with context.

Join the waitlist See how it works

In development

Triway CRM home dashboard with sales metrics, a closed-won trend chart and open pipeline by stage. Figures are fictional demo sales data.
Triway CRM home dashboard in its native mobile browser layout, with sales metrics and the closed-won versus new-pipeline chart.
Triway CRM product captures · Home dashboard · Demo sales dataView full-size snapshot
01 / Research

Your agent fills in the context.

02 / Team

Your whole team, together.

03 / Onboarding

We get your workspace ready.

Automatic research

Add the name.
Get the context.

Every new company and contact gets an AI agent on the case. It researches the background and fills in the record for your team.

Every agent action is attributed and auditable.

From a name to context
Context for everyone on your team.

The company background is in the record, ready for your team.

After research: the actual Triway CRM record displays an illustrative freight company background above its details.
Actual interface · Illustrative research data and sequence
Connected records

The company.
The people.
The context.

Keep the people you know connected to the companies you work with. Give the next person on your team a clear place to start.

Companies and contacts, with research built in.

Contact recordPriya NairOperations manager at Gulf Meridian Bank
Priya Nair’s demo contact record in Triway CRM, with contact details, linked company Gulf Meridian Bank and owner Layla Haddad.
Triway CRM product capture · Demo data
A focused workspace

Your opportunities.
Your stages.

Three record types: companies, contacts and opportunities. One pipeline you shape around the way your team works.

The essentials, with CSV export of everything. Always.

PipelineSee where each opportunity stands.
Actual Triway CRM pipeline with demo opportunities grouped in rows and labelled New, Contacted or Qualified. Mobile shows the company and stage columns.
Stage settingsMake the stages your own.
Triway CRM stage settings showing New, Contacted, Qualified and Requirement identified, with controls to reorder them.
Triway CRM product captures · Demo data · Selected columns
Clarity for admins

See the progress.
Know where to look.

See when opportunities are expected to close and how your pipeline is spread across stages. Filter by owner or lead source to take a closer look.

Admin reports cover pipeline, outcomes, activity and data health. Every table exports to CSV.

Admin reportingYour pipeline, in perspective.
Triway CRM admin pipeline report with owner and lead-source filters, expected close by month and open value by stage. Mobile focuses on the expected-close chart. All figures are demo sales data.
Triway CRM product capture · Admin reports · Demo sales data
Everyone included

One workspace.
Your whole team.

Give everyone the context behind your customer relationships. Unlimited users on every plan, with fair use of 25.

Every plan includes every feature. Choose by contacts and agent runs, not by seats.

A working start, set up for you.

Done-for-you onboarding brings your records, your process and your people into Triway CRM.

  1. 01

    Your data imported

    Your company and contact records, brought into one workspace.

  2. 02

    Your stages shaped

    A pipeline configured around how your team works.

  3. 03

    Your team invited

    Everyone ready to work from the same records.

  4. 04

    First research completed

    Your first researched records ready for the team.

Your relationships. Your data.

Export everything.
Whenever you need it.

CSV export of everything, always.

Keep your data portable, with clear boundaries around what your agent does and how your information is handled.

Companies.csvContacts.csvOpportunities.csv
01

In-region storage

At launch, your data will be stored in-region using Microsoft Azure and AWS.

02

Zero data retention by AI providers

No AI provider retains prompts or responses. No model training on customer data.

03

Every action accounted for

Every agent action is attributed and auditable.

04

Delete means research, too

Deletion erases research history too.

Before you start

A few things,
clearly answered.

A focused CRM, with clear terms for your team.

Talk to us
Can we use Triway CRM yet?

Triway CRM is still in development. Join the waitlist and we will be in touch within two working days.

What happens when I join?

Your details go to the Triway team so we can contact you about Triway CRM. Joining the waitlist does not create a product account.

Will you help us get set up?

Done-for-you onboarding is part of the product we are building: importing your data, shaping your pipeline stages, inviting your team and completing your first research.

Can we take our data with us?

CSV export of everything is part of Triway CRM. Deletion erases research history too.

In development

Join the Triway CRM waitlist

We will be in touch within two working days.

We are still building Triway CRM. Leave your details to hear from the team.

Join to hear from us about Triway CRM. Your details are handled as described in our privacy policy.

Meet Triway CRM

Less filling in.
More moving forward.

Research handled. Your whole team included. Set up for you.

Join the waitlist Talk to us

In development. Join the waitlist to hear from the team.