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Field-first CRM

Find the crux of every relationship

The field CRM behind Trisphere Group (U) LTD's church-linked financial programme — dioceses, SACCOs and Christian cooperatives scored, owned and worked from a phone, with roles and audit trail enforced in the cloud.

Smiling Ugandan member of a church-linked SACCO waving, holding books

Lead capture

9.0s

A+ScoringPriority lead

Nudged

day 3 cadence

22 organisationsWhatsApp flowSwipe pipelineTier A+ scoringOffline captureAudit trail22 organisationsWhatsApp flowSwipe pipelineTier A+ scoringOffline captureAudit trail
Launch workspaceSee the platform
0Prospect
organisations
LiveIntelligence
0Field seats
0k+Members
within reach

The platform

Built for officers standing in a car park, not analysts behind a desk.

01

Capture in nine seconds

One thumb, one sheet. Name, org, number, tier — logged with owner, GPS-ready and synced before you leave the compound.

02

Opportunity scoring

Tiers A+ through C, digital-maturity read and member reach — the team always works the biggest crux first.

03

Swipeable pipeline

Stages you flick through like cards. Every move writes an activity line and a server-side audit entry.

04

One-tap WhatsApp

Five branded pitch templates, Ugandan numbers normalised, outcome logged to the timeline.

05

Workload command

Load index, cold-lead risk radar and one-tap auto-balance across Pearl, Petra and Nellia.

06

Live intelligence

Win rate, reach in play, funnel velocity and overdue follow-ups — recalculated on every sync.

The rhythm

Meet · Score · Nudge · Close

  1. 01

    Meet

    Diocese office, SACCO AGM, parish council — capture the contact on the spot, offline if the network drops.

  2. 02

    Score

    Member reach, savings activity and digital maturity set the tier and select the pitch automatically.

  3. 03

    Nudge

    Day 1 / 3 / 7 cadences fire for Tier A+ and A prospects, with the WhatsApp script pre-written.

  4. 04

    Close

    Outcome logged, reach converted, immutable audit trail ready for leadership review.

In the pipeline right now

KADCOS Lubaga Cooperative SocietyA+North Kigezi Diocese SACCOA+Kigezi Diocese SACCOA+Family Healing SACCO — St Luke’s Chapel MulagoA+Y-Save Multipurpose Cooperative SocietyAJubilee SACCO LimitedB+Ankole Diocese Millennium SACCO 2012B+South Ankole Diocesan SACCOB+Mukono Diocese SACCO (MUDISACCO)ANamirembe Diocese Young Christian SACCOA+Saints’ SACCO — All Saints’ Cathedral KampalaA+Miracle Centre SACCOATransform SACCOABethel SACCO LimitedAKADCOS Lubaga Cooperative SocietyA+North Kigezi Diocese SACCOA+Kigezi Diocese SACCOA+Family Healing SACCO — St Luke’s Chapel MulagoA+Y-Save Multipurpose Cooperative SocietyAJubilee SACCO LimitedB+Ankole Diocese Millennium SACCO 2012B+South Ankole Diocesan SACCOB+Mukono Diocese SACCO (MUDISACCO)ANamirembe Diocese Young Christian SACCOA+Saints’ SACCO — All Saints’ Cathedral KampalaA+Miracle Centre SACCOATransform SACCOABethel SACCO LimitedA

Leadership-grade governance, field-grade speed.

  • Roles enforced server-side — superadmin and rep, never on the device.
  • Every stage and owner change written to an immutable audit trail.
  • Seats limited to invited Trisphere work emails.
  • Device PIN unlock: your session sealed with AES-GCM, PIN never uploaded.

Your seat is waiting.

Michael, Pearl, Petra and Nellia sign in with their Trisphere email or Google, then seal the phone with a PIN for one-tap entry the next morning.

Go to sign-in