What is Trevion CRM?

Trevion CRM is a robust customer relationship management platform that equips businesses with the tools to efficiently manage leads, streamline follow-ups, track sales pipelines, and improve customer engagements all from a single user-friendly dashboard. It is specifically designed for sectors like Real Estate, Travel & Tourism, Education, and startups, simplifying routine sales and customer management processes significantly.

The platform allows teams to effectively capture leads, organize contacts, automate workflows, assign tasks, monitor activities, and gain real-time insights through comprehensive analytics and reporting. By reducing manual efforts and enhancing visibility across the customer journey, Trevion CRM helps teams to act more promptly, improve efficiency, and achieve higher conversion rates.

Prioritizing customer satisfaction, Trevion CRM is built for continual improvement with frequent updates and active feedback from users, ensuring that companies benefit from advanced features that foster long-term growth and operational effectiveness. In addition, its flexibility makes it an essential resource for organizations aiming to excel in increasingly competitive landscapes, ultimately contributing to their ongoing success and adaptation to market changes.

Pricing

Price Starts At:
₹499/user/month+18% GST,Yearly
Free Trial Offered?:
Yes

Integrations

No integrations listed.
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Company Facts

Company Name:
Trevion CRM
Date Founded:
2023
Company Location:
India
Company Website:
www.trevioncrm.com

Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Trevion CRM Categories and Features

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Trevion CRM Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Owner
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Makes Travel Operations Much Easier

    Date: Jun 10 2026
    Summary

    We've been using Trevion CRM for our travel business and it's been a great experience so far. The Itinerary Builder and quotation feature save us a lot of time, and the WhatsApp follow-up automation helps us stay connected with leads. Easy to use and well suited for travel agencies.

    Positive

    What we like most is the level of automation Trevion CRM offers. Incoming leads are handled smoothly, reminder and status automations reduce manual work, and the Itinerary Builder saves a lot of time. The itinerary templates look professional, and the overall system is simple for our team to use.

    Negative

    Still exploring some of the newer features. The platform is regularly updated with improvements and new capabilities every few weeks, so it takes a little time to stay familiar with everything that's being added.

    Read More...
  • Reviewer Name: Nisha S.
    Position: CRM Executive
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best CRM of 2026

    Date: Jun 10 2026
    Summary

    Overall I would like to says that after using 2 or 3 CRM software I think this one is what we needed.

    Positive

    I have been using this CRM for last 1 year and because of this I don't miss any follow because if I have made an follow for next day with the subject then it's appears as a reminder message after every few minutes until I have stop the reminder manually or done with the follow ups.

    And due to that I am having a smooth coordination with my appointments.

    Negative

    So far nothing to say, let's hope it continues with time.

    Read More...
  • Reviewer Name: Skills M.
    Position: CEO
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent for Real Estate

    Date: Jun 10 2026
    Summary

    Amazing experience with the software. Very easy to use. Team is also very supportive. Seamless experience with Whatsapp also.

    Positive

    Best CRM for real estate. I run my 65 employees on this CRM. Perfect for big teams. Best part is that it follows up automatically with our clients.

    Negative

    Very cheap. Must be some expensive as per its features.

    Read More...
  • Reviewer Name: Neha S.
    Position: Leasing Executive
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use

    Date: Jun 10 2026
    Summary

    My overall experience is Good. I am using it for my real estate business and it make my client handling and follow ups so easy and efficient. It is also time saving

    Positive

    Easy to use, convenient, time saving , Easy to use CRM, has made client handling and follow ups so fast and convenient.

    Negative

    Mobile app can be more user friendly, still exploring some of the features

    Read More...
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