Tribastion CRM runs the commercial side of the business end to end: every opportunity from first sniff to signed work, the catalogue you sell from, and the delivery of everything you win. One continuous record, so a project can always be traced back to the deal, the service and the client it came from.
A deal does not become a Prospect because someone typed it. It becomes one when the business approves it, and approving performs the move in the same transaction, so an approval can never be granted and left unapplied. Every stage change is recorded with who moved it, when, and why.
A stage is never just a field someone edits. Each move goes through the same state machine, which records it, and refuses the one move that needs a decision first.
Every deal enters as a Suspect. Nothing can be created straight into Opportunity, so the funnel can never report progress that did not happen.
Once there is real interest, the deal advances to Lead. This move is free, and it is still recorded with who made it and when.
Prospect is where a deal starts counting as forecastable business, so it needs approval. A rep raises the request; a Pre-Sales Manager decides. The rep cannot approve their own deal.
Only an Opportunity can be won. From a won deal a Project starts directly, inheriting the client, service and value, so the promise and the plan cannot drift apart.
Every module below is a real, working page in the console today. They share one client book, so a project always traces back to the deal, the service and the client it came from.
One client book. Companies, their contacts, and everything ever sold to them.
Suspect to Opportunity on one board, with value, probability and expected close date.
The business gate into Prospect. Approving performs the move, in the same transaction.
What you sell, with rate cards by role. A service must be activated before it can be sold.
Delivery of everything you win, with milestones, tasks, health and budget.
Every move a deal ever made, who made it, and the note they left, never overwritten.
Slack and webhook channels that push approval requests and delivery alerts as they happen.
A per-tenant permission matrix, every role, every action, fully editable.
A hash-chained, append-only trail, tampering is detectable, not just logged.
Scoped X-API-Key credentials for a central reporting or finance platform.
Organisation-level configuration, editable by an administrator.
Hover or tap a card. Every claim here is a real, working page in the console today, not a roadmap item.
Every approval request, stage change and delivery alert lands in-app immediately, and pushes to Slack or a webhook if you've connected one.
Ctrl+K from anywhere in the console searches clients, deals, services and projects at once, filtered to what your role can actually see.
An in-app walkthrough of the full funnel plus a live role guide, read straight from the same RBAC catalog that enforces permissions, never out of sync.
Documented REST endpoints behind scoped X-API-Key credentials, every method, permission and a real example, right in the console.
The same guardrails that gate a stage change also gate who can see and do what, enforced at the query level, not just the UI.
A rep raises the approval to move into Prospect; only a manager or administrator can decide it.
Every query is scoped to your organisation automatically, enforced by the framework, not remembered per query.
A hash-chained log of every consequential action, verifiable end to end.
Integration credentials are encrypted at rest and never returned by any page or API response.
Machine credentials can only narrow what their owning user could already do, never widen it.
Sign in to the demo tenant and open a live deal, approval or project yourself.
Sign in to your console