Trident

CRM for social media DMs: pipelines, lead capture, templates, follow-ups and automations for Facebook, Instagram, LinkedIn and more.

Trident is a CRM for people who sell through social media messages. • Pipelines: every lead is a card that moves through your sales stages, with status, priority, follow-up dates and deal amounts. • Sidebar in your chats: save the person as a lead, update their stage and follow-up, and insert message templates without leaving the conversation. • Lead capture and bulk import: add people from profiles, group members, comments, likes and follower lists, with duplicate protection. • Message templates with first-name variables, images and an optional AI writer (with your own AI key). • Chat inbox, tasks, reports and email reports. • Optional stage automations with daily limits, which stay off until you turn them on. • Team sync with roles, webhooks to connect your other tools, and a website board. You use automations at your own risk: social platforms can limit or ban accounts that automate actions. Trifecta Automation is not responsible for any such action.