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Trinity · By ShiftBridge

Run sales → delivery → billing,
in one place.

Trinity is the subscription platform for service SMEs. CRM, deal pipeline, professional quoting with approvals, jobcards, invoicing, and payment tracking — all tied together with clean workflows, real visibility, and Sage One handover for the finance team.

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CRMCustomer
DealsPipeline
QuoteApprovals
JobcardDelivery
Invoice+ Payment
trinity.shiftbridge.cloud
Trinity Dashboard - Business Management Platform
Why Trinity exists

Your operating system for sales, delivery, and billing.

Most service businesses juggle spreadsheets, e-mail threads, and disconnected accounting — then wonder why cash flow, delivery, and visibility suffer.

Trinity brings the full business cycle into one platform. Sage One stays your accounting layer. Trinity runs everything else.

Modular by design, audit-safe, with role-based access built around the way your team already works.

10 core modules

Everything your ops team actually needs.

Each module has core features plus advanced extras — turn on what you need and grow into the rest.

01 / MODULE

Customer Relationship Management (CRM)

Core features

  • Central customer database (contacts, billing & delivery details)
  • Multiple contacts per customer (decision maker, site, billing)
  • Customer tagging and categorisation
  • Customer logo support for branded documents
  • VAT / registration fields for compliance

Also includes

  • Customer segmentation and ranking (BCG-style)
  • Revenue / value tracking per customer
  • Flag low-value / high-effort customers
Module 01 CRM · New customer
CL
Coastal LodgesHospitality · 14 sites
Prospect
JM
Jared MokoenaOperations Director
Primary
AS
Anika SteynFinance · billing
Billing
02 / MODULE

Sales Pipeline (Deals)

Core features

  • Kanban-style deal board with drag-and-drop stages
  • Customisable pipeline stages (Lead → Qualified → Proposal → Won/Lost)
  • Deal value + confidence tracking
  • Deal owner assignment
  • Comments, file attachments, and activity history

Also includes

  • Weighted pipeline forecasting (value × confidence)
  • Win/loss reasons and conversion insights
  • Deal ageing / stagnation alerts
Module 02 Deals · Pipeline
Lead
Coastal LodgesPortal build
Qualified
Coastal LodgesR 84 000 · 65%
Proposal
NorthfieldCRM & quoting
Arista WinesCustomer portal
Won
SkyReachTrinity annual
03 / MODULE

Professional Quoting

Core features

  • Section-based, line-item quotes
  • Once-off and monthly recurring pricing
  • Automatic VAT and discount handling
  • Quote statuses + expiry dates
  • Branded PDF quotes and e-mail delivery

Also includes

  • Bill of Materials (BOM) support for complex offerings
  • Quote approval workflow with notifications
  • Margin protection (cost tracking, GP & margin % visibility)
Module 03 Quote Q-2041
Coastal LodgesValid 14 days
APPROVED
Customer portal · discovery & designR 18 000
Platform build · sprint 1–3R 42 000
Integrations (Sage One, CRM)R 14 000
Total ex. VATR 84 000
04 / MODULE

Jobcards (Execution Tracking)

Core features

  • Convert accepted quotes into jobcards
  • Assign work to team members and track progress
  • Multiple jobcards per quote (phased work)
  • Comments + attachments (photos, docs)
  • Estimated vs actual tracking

Also includes

  • Highlight overruns early (quote vs actual)
  • Configurable rule: require job completion before final invoicing
  • Work-in-progress visibility for managers
Module 04 Jobcard · JC-0318
Portal build · sprint 1
TKThando K.
Estimated 64h · 46h spent72%
  • Discovery workshop
  • Data model & auth
  • Sage One handover
05 / MODULE

Invoicing

Core features

  • One-click quote-to-invoice conversion
  • Standard, deposit, and final invoices
  • Draft → Issued → Paid lifecycle (audit-safe)
  • Auto numbering and payment terms (due dates)
  • Branded PDF invoices including banking details

Also includes

  • Void instead of delete (audit trail)
  • Controls to prevent over-invoicing
  • E-mail delivery and tracking
Modules 05 · 06 Invoice · INV-1127
Coastal LodgesIssued · synced to Sage
Amount due
R 84 000.00
PAYMENT RECEIVED
06 / MODULE

Payments & Reconciliation

Core features

  • Record payments against invoices (EFT, card, cash, etc.)
  • Partial payments supported
  • Payment references, dates, and notes
  • Outstanding balances and invoice status updates

Also includes

  • Ageing (30/60/90) and overdue views
  • Outstanding invoices dashboard and collection visibility
07 / MODULE

Products & Bill of Materials (BOM)

Core features

  • Central product catalogue (codes/SKUs, descriptions, categories)
  • Cost and sell pricing, tax rates, units of measure

Also includes

  • Multi-level BOM (parent-child products)
  • Automatic cost roll-up from components
  • Control BOM visibility on quotes
08 / MODULE

Team Management & Permissions (RBAC)

Core features

  • Role-based permissions per module (view / create / edit / delete)
  • Own vs all records (accountability and control)
  • Secure access to sensitive pricing / cost data

Also includes

  • Approval roles (e.g. managers approve quotes)
  • Audit logs for traceability
09 / MODULE

Reporting & Dashboards

Core features

  • Pipeline reporting and quote conversion insights
  • Invoice ageing, collections, and cash flow visibility
  • Customer revenue reporting
  • Margin and product performance reporting

Also includes

  • Dashboard widgets (overdue, outstanding, pipeline, recent activity)
  • PDF export for reports
10 / MODULE

Tenant Configuration & Branding

Core features

  • Company logo and brand colours across documents
  • Tax rules, currency, and banking details
  • Quote & invoice numbering formats
  • Terms & conditions templates
  • E-mail templates + SMTP settings

Also includes

  • Configurable workflows (monthly pricing, approvals, jobcard checks)
  • Tenant-level setup to match how the business already works
Integrations

Trinity runs operations. Sage One stays your books.

Trinity handles sales, delivery, and billing. Sage One stays your accounting layer. The handover is clean — no double-capture, no manual re-keying at month-end.

Talk to us about Sage integration →

Sage One Accounting

Sync customers, push invoices, and manage recurring billing — finance handover without the double-capture. Month-end admin becomes manageable.

What flows across

  • Customer sync
  • Invoice creation
  • Recurring invoices
Ready when you are

See Trinity working on your actual workflow.

We'll show you exactly how Trinity handles your pipeline, quoting approvals, jobcards, and billing — using examples from your own business.

Start Free Trial →

14-day free trial • No credit card required

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