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Trinity

Trinity CRM

A tender department in one workspace

From “we bid” to a signed contract: pipeline, document analysis, price and margin calculation, competitor and counterparty checks, approvals and a Telegram bot.

SaaS for your company, or a boxed licence for large clients.

The problem

A tender lives in five places and is owned in none

  • 01

    Email, chat and a spreadsheet

    The tender is in a letter, the calculation in Excel, the discussion in a messenger. A week later nobody remembers what stage the deal is at.

  • 02

    Forty pages of documents

    Bidder requirements, guarantees, deadlines and penalties are scattered through the document. One missed requirement and the bid is rejected.

  • 03

    Approval in the last hour

    The finance director sees the price an hour before the deadline. The margin was counted by hand and nobody knows if it is right.

How it works

Every tender follows one path

Click the cards: they move down the pipeline and the panel on the right shows what happens at each stage.

  1. 1

    Add

    A tender from Radar or by link. Deadline, buyer and value are visible at once.

  2. 2

    Analyse and price

    AI extracts requirements, deadlines and risks. The calculator shows price and margin.

  3. 3

    Approve and submit

    Role-based approvals, counterparty and competitor checks, Telegram notifications.

Found1

Analysis2

Pricing3

Approval4

Submitted5

Contract6

Server supply · Stage 2/6: Analysis

AI extracted 12 bidder requirements and 3 risks: 5% guarantee, 20-day delivery, late-delivery penalty.

Illustration with made-up data

Features

Working tools for a tender team

Pipeline from tender to contract

Stages, owners, deadlines and change history. Every deal has an owner and its status is visible to all.

AI document analysis

Bidder requirements, deadlines, guarantees, penalties and pitfalls on one page instead of forty.

Price and margin calculator

Cost, mark-up, VAT, guarantees. You see the margin before the bid goes out, not after.

Competitors

Who bids in similar tenders, at which prices and how often they win. The data builds up with every deal.

Sanctions checks

Counterparties and parties to the deal are checked against lists. The result is stored on the deal card.

Approvals and Telegram bot

Role-based approvals with a log. Alerts about deadlines, new tenders and decisions arrive in Telegram.

Price

On request

Depends on the number of users and the format: SaaS for your company, or a boxed licence for large clients. We calculate it in the demo.

All plans

FAQ

Frequently asked questions

Do I need Radar to use the CRM?

No. Trinity CRM is a separate product; add a tender by link or by hand. With Radar, tenders reach the pipeline in one click.

How is the CRM deployed?

SaaS: a separate environment for your company, your data isolated from other customers. Large clients can take a boxed licence.

What exactly does the AI analyse?

Tender documentation: bidder requirements, qualification criteria, deadlines, guarantees and penalties. The result is a structured extract that your team checks and completes.

How do approvals work?

Roles and order are set for your company. Every decision goes to a log and the people responsible get a Telegram notification.

How much does it cost?

On request, because it depends on the number of users and the deployment format. We give an exact offer in the demo.

We will show it on your tender

Bring a real tender and in a 30-minute demo we will take it from import to approval.

Demo request

Trinity CRM: a workspace for tender teams