TREVIA© AI Agent - CRM

TREVIA brings a fresh breeze to your customer relationship management. The intelligent AI assistant supports your teams in communicating with customers, maintaining contacts, and automating inquiries, tasks, and follow-ups – fully integrated into your CRM environment.

Intelligent Customer Interaction in Real Time

TREVIA recognizes patterns, analyzes customer behavior, and delivers contextual responses, recommendations, or automation. This increases customer satisfaction, reduces response times, and keeps your team on top of all pending tasks – without media disruptions.

Optimize your sales, marketing, and service processes with TREVIA – the AI Agent for modern, data-driven CRM.

Features and Technical Highlights

✔ Live Integration with Leading CRM Systems

TREVIA integrates seamlessly with platforms like Salesforce, Microsoft Dynamics, HubSpot, or Pipedrive – providing a continuous 360° view of your customers.

✔ Automated Interactions & Follow-ups

The assistant sends messages, tracks quotes, or reminds customers of appointments – personalized, contextual, and timely.

✔ Lead Qualification & Contact Management

TREVIA analyzes inquiries and automatically qualifies leads – including data enrichment, prioritization, and handoff to sales.

✔ Data Maintenance & CRM Updates

CRM records can be updated, enriched, or retrieved via speech or text – by employees or through automated workflows.

✔ Omnichannel Support

Customers reach out via email, phone, chat, or messenger – TREVIA handles all inquiries centrally, across channels and in real time.

Your Benefits at a Glance

✔ Improved Customer Retention

Individualized communication based on reliable data – automated, yet personal – boosts loyalty and repeat purchases.

✔ Increased Sales Efficiency

More focus on closing deals: TREVIA handles research, lead qualification, and routine sales tasks.

✔ Transparency and Traceability

Every interaction is documented – ensuring clear responsibilities and traceable communication.

✔ Easy Integration & Scalability

Whether you're a startup or an enterprise – TREVIA integrates quickly, adapts to your CRM setup, and scales as needed.

✔ Multilingual Support

Communicate with customers worldwide – with automatic translation in over 150 languages.

✔ Data Security & GDPR Compliance

TREVIA meets all data protection requirements – even for sensitive customer data and international deployments.

Use Cases and Scenarios

✔ Sales & Lead Nurturing

Automated outreach and lead nurturing – TREVIA identifies relevance, prioritizes, and hands off to sales accordingly.

✔ Customer Service & Complaints

Fast, automated handling of typical support cases – including escalation and CRM documentation.

✔ Marketing Automation & Personalization

Trigger personalized campaigns, event notifications, and content recommendations – across all channels.

✔ CRM Data Entry via Voice

Employees can log updates, appointments, and tasks via voice command – TREVIA immediately records it in the CRM system.

✔ 360° Customer View & Analysis

By combining all interaction data, TREVIA delivers deep insights and supports data-driven decisions in account management.