Sales

Sales solutions

Contacts and CRM

Your business's memory.

Triviso CRM is your central knowledge database with the ideal functions for proactive customer 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 immediately know who contacted whom and when, and what agreements were made. Or you can nurture relationships that bring in orders. Here you can 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.

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

Pre- and post-calculation

The margin guardian for your orders.

Automated pre- and post-calculation replaces your gut feeling and secures your margin. Because now you are acting with precise data. Before and during the project. With 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: ongoing post-calculation. As soon as materials are booked or hours are logged, you see the „planned vs. actual“ comparison. Immediately recognise where the margin is disappearing and take timely action.

Integrated spell check

Perfect copy – live.

Perfection doesn't stop at the workbench. That's why Triviso ERP supports you with a powerful spell checker. The system recognises the selected user language and checks in real time during input. A technical dictionary knows industry-specific terms (such as „Lisenen“, „mitre“ or „post-and-mullion“) that Word often flags as errors. The system also learns: the dictionary can be individually expanded per company or user. Typos are recognised immediately, correction suggestions are offered – for error-free, professional documents without any headaches.

Internationality & Multilingualism

Home in Europe: Multilingual & Strong Currency.

With Triviso ERP, you can work across borders. Manage accounts in different currencies and correctly account for value added tax (VAT) on a country-specific basis. Ideal for international teams: The user interface can be set to German, French, Italian, or English per employee. And you speak your customers' language. Simply enter 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 to Outlook 365 synchronises appointments, emails and contacts.

Your project roadmap: Clear, structured, based on partnership

To ensure you're always aware of our progress, we follow a tried-and-tested 5-stage process:

01 Exchange and analysis

You have demands. And you are the one who knows your business best. That's why we first listen to you and then analyse your needs. If the company is larger and the processes are more complex, we can also organise a joint workshop.

02 Solution approaches

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

03 Offer and discussion

We see every offer as the basis for transparency and exchange. You know what you get for your money. You decide. For the entire duration of the project.

04 Project plan & team

We will define the responsible points of contact on both sides and create a realistic timeline with associated responsibilities („Who does what by when?“).

05 The “Go”

Your decision is the starting signal. We start with the implementation, installation and training.

The way to your solution

Listen, understand, test: The start of a partnership

Every start determines the continuation. This is all the more true for an ERP project that is deeply integrated into your company. For us, the start of every project is to approach each other. This is 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 are able to categorise the background to your ideas - you receive proposed solutions for your specific contexts from us. In this way, we also find out whether we are a good match and how to proceed. You will then receive an indicative offer from us that provides you with a clear budget overview at an early stage. In the case of high complexity, we go into an in-depth analysis workshop to examine critical processes in detail.

The future. Now with a timetable.

Your solution should deliver maximum performance from day one. That's why everything up to that first day follows a roadmap that is as meticulous as it is proven. First, we define the project team together. Then we divide your project into manageable steps (milestones) that are aligned with your operating cycle. At regular jour fixe meetings, we discuss progress, clarify questions and remove obstacles. This allows you to keep control of the schedule and budget at all times. Each expansion stage is stabilised before we take the next step. This gives your employees the time they need to master the new processes with confidence.

We know your job so that you can do it better,

Nothing is more important in a project than talking to each other. That's why we speak your language. And we speak the colloquial language because we come from the industry. The project managers you talk to are experienced master carpenters, technicians HF, timber construction engineers FH or business economists. This saves explanations and leads us to a joint solution more quickly. We work closely with universities and train trainees on an ongoing basis to ensure that we stay in touch with the future. In this way, we bring the latest research knowledge into the company and pass it on directly. But what really unites us is the joy of the job and working with fascinating materials. This also creates a strong team spirit within the company and ensures that we have an above-average number of long-serving employees. For you, this means: stable, trusted contacts who know and support your company and your history over the years.

Immediately productive

With Triviso WEB, we drastically reduce the „time-to-value“. You don't need to purchase or install any server infrastructure. It's easy to get started straight away: create a login, get started in the fast lane in terms of content too: our industry standard is already preconfigured for your needs. This means you use a system that speaks your language from day one. And: you start with us. We support you with a customised introduction that focuses on the essentials. Start lean with the core functions and expand the solution step by step while you are already working productively. This way, 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 thinks ahead

Comprehensive control with a click. Automatic parts lists. One training programme for all machines. Freedom when using jumpers.

Construction

Doing the right thing better

Everything becomes possible. And it's simply done. The data? Direct to the machine.

Billing/Accounting

Liquidations with profit

At the start: running calculations, 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

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

Marc Kicinski

Kicinski Carpentry

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

Steffen Baldinger

Baldinger Joinery

„The project went really smoothly.“

Ralf Hündling

Hündling Plate Technology Ltd

Fair, transparent and scalable

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

You benefit from clearly calculable instalments Start from just 39 euros per user/month. We rely on the proven „good-better-best“ principle so that you only pay for what you actually need. You scale your licences flexibly with the number of your employees. Always up to date. Full cost control

General	Standard from 32 Euro / month 32 € / Mo.	StandardStand. Plus from 35 Euro / monthfrom 35 € / Mo.	Individual from 45 Euro / month 45 € / Mo.
Number of employees	max. 10	unlimited	unlimited
Number of clients	1	unlimited	unlimited
Number of optional interfaces	3	unlimited	unlimited
Customised adaptations	none	limited	unlimited
Hosting in EU incl. backup in CH
Two-factor authentication

Service	Standard	Standard Plus	Individual
Access Triviso Wiki
Ticket support
Telephone support	at cost

Range of functions	Standard	Standard Plus	Individual
Contact management CRM
Project management with process
File management DMS
Documents
Pre- and post-calculation
Calendar and deployment planning
Time recording and absence planning
Accounts payable approval
Production/parts list
Purchasing and warehouse (merchandise management)

Additional functions	Standard	Standard Plus	Individual
Utilisation planning
Financial accounting
Payroll accounting
Information screen
Document interfaces
Financial interfaces
Communication interfaces
Design interfaces
Warehouse interfaces
Material interfaces
Cutting export interfaces

Additional service	Standard	Standard Plus	Individual
Local backup
Additional storage space

Further solutions

Questions or an appointment?

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

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