Built in Gujarat, India 🇮🇳

The fast, offline-first CRM for Relationship Managers.

Capture leads, log geo-tagged visits, plan your day, and let on-device AI coach you to more conversions — even with no signal.

No credit card required  •  Cancel anytime  •  Works offline
100%
Offline-first
On-device
AI coaching
Bank-grade
Encryption
Flutter
Android, iOS & Web
Features

Everything an RM needs, in one pocket-sized app.

Designed for the field — capture a lead on a business card, log a visit while standing in the lobby, and let the AI plan your next call.

📇

Lead capture, three ways

Snap a business card, drop a pin on the map, or import a CSV — leads land in your pipeline before you finish your chai.

📍

Geo-tagged visits

Log visits with GPS coordinates, map view, and customer notes. See your whole field week on a single map.

👤

Customer 360°

Birthdays, products owned, every visit and call — one profile that travels with the relationship.

📅

Plan the day

Visits, calls, tasks and reminders laid out the way you actually work — with one-tap templates.

🤖

On-device AI coach

Gemma-powered next-best-actions, follow-ups and conversation starters. Works completely offline.

📄

Smart document OCR

Scan PAN, Aadhaar, cheques and forms. Auto-fills profiles and flags mismatches in seconds.

🔐

PIN & biometric lock

Auto-locks after 30 seconds in background. Encrypted local storage with secure passcode fallback.

📊

Analytics & reports

Conversion rates, visit goals, AUM tracking and revenue forecasts — exportable as PDF.

Custom statuses & labels

Adapt the CRM to your workflow. Custom lead statuses, contact tabs, and easily editable labels.

How it works

From the field to your pipeline in four steps.

Built around how Relationship Managers actually work — on the move, between meetings, with limited signal.

Capture the lead

Snap a card, import a CSV, or drop a pin — the lead lands in your pipeline instantly.

Log the visit

Auto-tag GPS, attach a photo, jot notes. Offline? It syncs the moment you're back in signal.

Plan the day

AI suggests the next-best-action for each lead. Build a focused day plan in one tap.

Close & report

Track progress, export reports, keep your manager in the loop — all from the same app.

Pricing

Simple plans. Free for 30 days.

Pick monthly or yearly. Every plan includes all features, offline mode, and unlimited customers.

Monthly

₹199 /month

Billed monthly. Cancel anytime — no questions asked.

  • Unlimited leads, customers & visits
  • On-device AI assistant
  • Geo-tagged visits & map view
  • Document OCR (PAN, Aadhaar, cheques)
  • PIN & biometric lock
  • CSV import & encrypted backup
  • Analytics & PDF reports
  • Email support
Choose monthly
✨ Try TRIVARTHA free for 30 days — no credit card required. After your trial, choose the plan that fits.
FAQ

Frequently asked questions.

Is my data stored on the cloud or on my device?

TRIVARTHA is offline-first. All your leads, customers, visits and notes live securely on your device with AES-256 encryption. Optional cloud sync is on the roadmap. You can export a backup any time.

How does the AI work without internet?

We use Google's Gemma model running on-device (via Flutter). That means suggestions, plan drafts and chat answers are generated locally — your data never leaves your phone.

What happens after my 30-day free trial?

You can subscribe to either the Monthly (₹199) or Yearly (₹1,999) plan. If you don't subscribe, the app keeps working — you just won't be able to add new records until you upgrade.

Which platforms are supported?

TRIVARTHA is built with Flutter and runs on Android, iOS, and the Web. Your data syncs seamlessly across devices when you sign in.

Can I import my existing leads?

Yes. Use the CSV import feature to bring in leads from any spreadsheet. We also support vCard import from your phone contacts.

Where is TRIVARTHA built?

TRIVARTHA is designed and built in Gujarat, India 🇮🇳. Support and engineering are local — you speak to the people who built the app.

Trusted by Relationship Managers across India.

Built in Gujarat, hosted on secure infrastructure, and compliant with the Digital Personal Data Protection Act, 2023. Read our legal documents before you sign up.

Ready to make every visit count?

Start your 30-day free trial today. No credit card required. Cancel anytime.

Start free for 30 days →