Trizeri is a cloud-based business management system for small and medium-sized businesses that combines sales, bookings, finance, client and partner management in one suite. It includes modules for customer relationship management, sales and commission tracking, operations/partnership management, and finance & accounting. The vendor also offers consulting, implementation, training, and support services to help businesses adopt the system.
What it's for
collecting and centralizing leads from multiple sourcesscoring leads based on sales cycle fitmanaging bookings and scheduling resourcestracking sales team, agent, and partner performancecalculating sales commissions with multi-currency reportingautomating accounting tasksmanaging partnership and agent ecosystemsaccessing sales records from anywhere
Features 13
- Automatic lead scoring based on sales cycle
- Booking module customization without development help
- Centralized cloud data storage across departments
- Commission plan creation and one-shot calculations
- Cross-device access to sales records
- Finance & accounting automation
- HR module
- Lead collection and centralization from any source
- Multi-currency sales and commission reporting
- Partnership and agent/partner management interface
- Product module
- Resource estimation, planning and scheduling for operations
- Tax module
At a glance
TypeWeb app
DeploymentCloud
PlatformsWeb
Forsmall and medium-sized businesses
CompanyDragon Lab
Pricing
No specific plan prices are listed on the site; pricing is described as 'tailored' and available via a 'Get Quote' request. Implementation, training, support, and consulting are offered as services, described as 'fee-for-service' or via a 'committed contract basis', but no amounts are given.
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