Sales

Sales solutions

Contacts and CRM

Your company's memory.

Triviso CRM is your central knowledge base with the ideal functions for active customer relationship management. All emails, appointments, and notes are assigned to projects and their associated customers. From the initial architect's call to the final invoice. Thanks to the 360° view, you know immediately who contacted whom and when, and what agreements were made. Or you can nurture relationships that bring in orders. Here, you use Triviso CRM for targeted mail merges, birthday greetings, or Christmas cards. GDPR-compliant and lightning fast.

Interactive document editing

From paper to professionalism. Fast and accurate.

Quotes, confirmations, and invoices are among the most important documents that leave your business. That's why interactive document processing is at the heart of Triviso ERP. It works so quickly and intuitively. You'll feel like you're jotting everything down on paper. But now you can shift items using drag & drop, insert images and cover images, or use text modules for technical descriptions. The key feature: the program accurately calculates and figures in the background. Every change automatically adjusts the entire calculation. And you can send everything out in your corporate design. Error-free and created in record time.

Preliminary and final costing

The margin guardian for your orders.

Automated pre-calculations and post-calculations replace your gut feeling and secure your margin. Because now you're operating with precise data. Before and during the project. With the integrated VSSM/Prokalk data, you create pre-calculations that stand up to reality. The system calculates with your actual hourly rates and material prices. The decisive advantage: The ongoing post-calculation. As soon as materials are booked or hours are clocked, you see the «plan vs. actual» comparison. Immediately identify where the margin is disappearing and take action in good time.

Integrated spell checker

Perfect texts – live.

Perfection doesn't end at the workbench. That's why Triviso ERP supports you with a powerful spell checker. The system recognises the set user language and checks live as you type. A specialised dictionary knows industry-specific terms (like «lisenen», «mitre» or «post-transom»), which Word often marks as errors. Furthermore, the system learns: the dictionary can be individually expanded per company or user. Typographical errors are recognised instantly, correction suggestions are offered – for error-free, professional documents without headaches.

Internationality & Multilingualism

Home in Europe: Multilingual & Strong Currency.

With Triviso ERP, you can work across borders. You can manage accounts in different currencies and correctly account for VAT (Value Added Tax) on a country-specific basis. Ideal for international teams: the user interface can be set to German, French, Italian, or English on a per-user basis. And you can speak the language of your customers. Simply set the correspondence language in the customer master data – and offers and invoices will be issued in that language immediately. Automatically, of course.

Your benefit

Your work will be perfectly prepared, the interface with Outlook 365 synchronises appointments, emails and contacts.

Your Project Roadmap: Clear, Structured, Collaborative

To ensure you always know where we stand, we follow a tried-and-tested 5-step process:

01 Exchange and analysis

You have claims. And you are the one who knows your business best. That's why we listen first, and then create an analysis of needs. If the businesses are larger and the processes more complex, we can also conduct a joint workshop.

02 Approaches

Solve a singular problem holistically. And new perspectives will emerge.
Your specific pain points are the starting point.

03 Offer and discussion

We understand every offer as a basis for transparency and exchange. You know what you're getting for your money. You decide. For the entire duration of the project.

04 Project Plan & Team

We define the responsible points of contact on both sides and create a realistic timetable with the associated responsibilities («Who does what by when?»).

05 The “Go”

With your decision, the starting gun will go off. We will begin with implementation, installation and training.

The path to your solution

Listening, understanding, checking: The start of a partnership

Every beginning dictates the continuation. This is all the more true for an ERP project, which is deeply integrated into your company. For us, the beginning of every project involves approaching each other. Because you usually already have ideas and come to us with a wish list. This is very rarely realised, and that's a good thing: we listen and can contextualise the background of your ideas – we will then offer you solution proposals for your specific circumstances. In this way, we also find out if we are a good fit for each other and how we will proceed. You will then receive a preliminary offer from us, providing a clear budget overview at an early stage. In cases of high complexity, we enter into an in-depth analysis workshop to examine critical processes in detail.

The future. Now with a roadmap.

Your solution should deliver maximum performance from day one. That's why everything leading up to that first day follows a roadmap that is as carefully planned as it is proven. First, we define the project team together. Then, we break down your project into manageable steps (milestones) that are aligned with your operational cadence. During regular progress meetings, we discuss the current status, answer any questions, and remove any obstacles. This ensures you maintain full control over the schedule and budget at all times. Each development phase is stabilised before we move to the next step. This gives your employees the time they need to confidently master the new processes.

So you can do your job better, we know it,

Nothing is more important in a project than talking to each other. That's why we speak your language. Specifically, your everyday language, because we come from the industry. The project managers you speak with are experienced master carpenters, HF technicians, FH timber construction engineers, or business administrators. This saves explanations and leads us to a common solution more quickly. To secure our connection to the future, we work closely with universities and continuously train interns. This way, we bring the latest research knowledge into the company and pass it on immediately. But what will truly connect us is the joy in our work and the use of fascinating materials. This also ensures a strong team spirit within our company and that we have an above-average number of long-serving employees. For you, this means: Stable, familiar contacts who know and accompany your company and its history over the years.

Productive immediately

With Triviso WEB, we drastically reduce the «time to value». You don't need to purchase or install any server infrastructure. It gets started immediately, very simply: create a login. Content-wise, you're also starting in the fast lane: our industry standard is already pre-configured for your needs. This way, you use a system that speaks your language from day one. And: you start with us. We accompany you with a perfectly tailored introduction that focuses on the essentials. Start lean with the core functions and expand the solution step by step while you're already working productively. This is how the software grows organically with your business.

The ideal process

Planning

Calculation that proves to be correct

Profitable from the start. And it stays that way. Transparent for your customers and for you.

Sell

Automated arguments

Configure, present or price in real time. Always able to score. And use the data immediately.

Projektmanagement/AV

Planning that considers everything

Comprehensive control at the click of a button. Automatic parts lists. A single training for all machines. Freedom in the deployment of jumpers.

Construction

Doing the right thing better

Everything is possible. And is made easy. The data? Directly to the machine.

Billing/Accounting

Liquidations with profit

At the start: rolling calculation, now fast invoicing, secure accounting.

Manufacturing

Results that yield results

Data that produces: More output, more variety. Faster. They reduce material and storage costs.

Successful projects

„We have definitely become faster and more productive.“

Michael Härtlein

Kameleon Raumkonzepte GmbH & Co. KG

„I knew on the very same day: This is our programme.“

Lena Suppelt

Suppelt CNC

„Triviso has everything we need.“

Jens Heide

Widmann GmbH Interior Fit-Out

„The project went really smoothly.“

Ralf Hündling

Hündling Plate Technology Ltd

„We paid particular attention to how competent the manufacturer is.“

Steffen Baldinger

Baldinger Joinery

„I've become much more flexible and the support is first-class.“

Marc Kicinski

Kicinski Carpentry

Fair, transparent and scalable

Now you can save on the setup and maintenance of complex IT structures. And gain a comprehensive ERP with our SaaS pricing model. SaaS stands for „Software as a Service“. This means: We'll take care of everything. Setup, maintenance, updates, interfaces.

You benefit from clear, calculable rates. Starting from just €39 per user per month. We use the proven «Good-Better-Best» principle, so you only pay for what you actually need. You can flexibly scale your licenses with the number of your employees. Always up to date. Full cost control.

General	Standard	Standard Stand. Plus	Individual
Number of employees	Max. 10	unlimited	unlimited
Number of clients	1	unlimited	unlimited
Number of optional interfaces	3	unlimited	unlimited
Individual adaptations	None	limited	unlimited
Hosting in the EU incl. backup in CH
Two-factor authentication

Service	Standard	Standard Plus	Individual
Access Triviso Wiki
Ticket Support
Telephone support	according to effort

Scope of functions	Standard	Standard Plus	Individual
Contact management CRM
Project management with processes
Document Management System
Documents
Preliminary and final costing
Calendar and deployment planning
Time tracking and absence planning
Supplier Release
Production/Bill of Materials
Purchasing and Warehousing (Materials Management)

Additional Features	Standard	Standard Plus	Individual
Capacity planning
Financial accounting
Payroll accounting
Information screen
Interface Document
Finance Interfaces
Interface communication
Interface Design
Interface Warehouse
Interface Material
Interfaces Cut Export

Additional service	Standard	Standard Plus	Individual
Local backup
Additional storage

Further solutions

Questions or an appointment?

Please get in touch here. We appreciate your interest and will contact you promptly.

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