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
Add
With «Add to CRM» from Radar, or by link. Deadline, buyer and value are visible at once.
- 2
Analyse and price
The system extracts requirements, deadlines and risks. The calculator shows price and margin.
- 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
12 bidder requirements and 3 risks extracted: 5% guarantee, 20-day delivery, late-delivery penalty.
Features
Working tools for a tender team
Pipeline from tender to contract
Stages, owners, deadlines and change history. Every deal has an owner and everyone sees its status. A lost deal can be reopened with a reason, and a bid can't be submitted without a price.
A tender from Radar in one click
«Add to CRM» on a Radar tender card creates a deal in «New» at once: the tender's data, the «Bid?» verdict, the documentation review and an owner. Pressing it again never makes a duplicate. A saved search in Radar also drives «Tender matches» in the CRM: you set what to look for in one place. From the CRM it is one click to market Analytics, and potential clients from Analytics arrive in «Leads»: one button makes them a deal in the pipeline.
Who processed how many
The «Tenders processed» report: how many found tenders each employee viewed, took on, rejected and why, snoozed or let lapse, plus deals, bids and wins — for any period and department, with an Excel export. For managers and admins.
Nothing gets lost
Found tenders are never deleted. Those that lapse without a decision quietly move to «Archive / expired»: the working list stays clean, the archive is one filter away and counts in the report. If the deadline is extended, the tender comes back to new.
Is it for us
Every new tender in «Tender matches» gets an answer — «Go / Yes, if… / Not ours» — with the reasons: whether it is what you supply, whether you can make it in time, whether the requirements stand in the way. Notifications come only for what is worth a look, one per tender.
Tenders before they are announced
Buyers purchase the same things every year at about the same time. «Coming soon» shows those purchases a month ahead, so your documents and price are ready before the competitors start.
Bid or no bid, at a glance
Each deal shows «Bid / Careful / Don't bid» with the reasons, from the history of this product: how many bidders usually come, how far prices drop, whether your documents are ready, and your chance to win. When there is too little data, it says so.
Who will come
«Likely bidders»: who will bid on this very product — at this buyer, in the region or across Ukraine — and how far they usually cut the price, from the collected Prozorro tender history. Next to it, the buyer's history with this product: whether earlier purchases failed and who won the last one.
Price to win, and the margin
The price you are likely to win with, and the chance to win at it, from similar purchases of this product; the chance sits in the deal header. The calculator shows cost, mark-up, VAT and margin before the bid goes out, and the sums in the quote and the deal stay in step.
What to do next
Every deal lists the next steps: when to submit and until when to ask the buyer, which mandatory documents are missing, what price to bid and which competitors to prepare for. A new deal works all this out by itself within a minute.
Automatic document analysis
Bidder requirements, deadlines, guarantees, penalties and pitfalls on one page instead of forty.
Hand over to a department
Hand a deal to accounting or another department: straight to an employee, or to the head, who assigns it. The deal stays with its owner, and the answer and files come back into it, with no copies. A department sees the deal only while it works on a request — and can refuse it with a reason the owner sees at once.
Company groups
Ukroboronprom, Naftogaz, Ukrzaliznytsia, Energoatom as one buyer: every purchase of the group's plants and branches, winners, prices and your deals with it.
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.
After the win, no routine
The contract is created by itself. The act and waybill for actual deliveries, the invoice and a draft annex take one click. Contract changes recorded in Prozorro arrive by themselves.
Delete for good
Every file in the CRM is stored encrypted. «Delete for good» destroys a file beyond recovery, and it leaves the backups within 14 days.
Dark theme and phone
The CRM is dark by default, like the rest of Trinity; the ☀/☾ switch turns on light. On a phone «⌂ Home» takes you back from any section, «Tender matches» opens as cards, and the radar turns while the CRM opens, as on the site.
Need a turnkey implementation?
We set the CRM up around your processes, move your data from the old system and train the team. In our cloud or on your server.
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.
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. From Radar it is one «Add to CRM» 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.
How fast can we start in our own CRM?
The «First steps» wizard takes a few minutes: company details by ЄДРПОУ code, departments and colleagues from your organisation on the platform, a first tender search built from your bidding history (with a «how many last week» check), and your Prozorro wins and losses for 12 or 24 months imported as closed deals for analytics. Any step can wait.
What happens to the data if the subscription is not renewed?
For a week the CRM works as usual, with reminders. Then 30 days of read-only access and export, and 30 more days with sign-in closed but the data kept. Paying at any stage brings it back within a minute. 7 days before deletion we send a notice and a final export: Excel and CSV tables, all documents decrypted, record histories. An export can be ordered in your account at any time.
What exactly does the system 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.