Trevion CRM Description

Trevion CRM serves as a comprehensive customer relationship management solution that empowers businesses to effectively oversee leads, streamline follow-ups, monitor sales pipelines, and enhance customer interactions all from one intuitive dashboard. Tailored for industries such as Real Estate, Travel & Tourism, Education, and emerging enterprises, it makes everyday sales and customer management tasks much simpler.

This platform allows teams to efficiently capture leads, systematize contacts, automate various workflows, delegate tasks, track activities, and obtain real-time insights through detailed reporting and analytics. By minimizing manual tasks and boosting visibility throughout the customer journey, Trevion CRM enables teams to respond more swiftly, enhance productivity, and drive higher conversion rates.

With a strong emphasis on customer satisfaction, Trevion CRM is designed to evolve continuously through regular updates and active user input, ensuring that businesses have access to effective features that promote sustainable growth and operational efficiency. Furthermore, this adaptability makes it a valuable tool for organizations looking to thrive in competitive markets.

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Pricing

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

Integrations

No Integrations at this time

Reviews - 4 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Trevion CRM
Year Founded:
2023
Headquarters:
India
Website:
www.trevioncrm.com

Media

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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

Trevion CRM Features and Options

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 User Reviews

Write a Review
  • Name: Neha S.
    Job Title: Leasing Executive
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Skills M.
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Nisha S.
    Job Title: CRM Executive
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Owner
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
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