The CRM for independent professionals

Your whole business in one place

  • If it happens in your business, Tripoli has it
  • From first message to closed sale
  • 20 modules in every account
  • If it happens in your business, Tripoli has it
  • From first message to closed sale
  • 20 modules in every account
Riverside Supply/Pipelines
PipelinesLive

Your leads, by stage of the sales pipeline

  • In the cloud, no installs
  • Google connected, WhatsApp one tap away
  • Role-based permissions
  • Support included
  • In the cloud, no installs
  • Google connected, WhatsApp one tap away
  • Role-based permissions
  • Support included

Main and system

Home

Your day at a glance

The first thing you see when you open Tripoli is what matters most: pick between tasks, appointments, sales and leads.

Home

How the business is doing today

EditCustomize
Today's sales

6

Sales to close

4

Income this month

$4,102.94 USD

Tasks for today

5

Today's appointments

2

Leads by week

12

Leads this month

12

Newest leads

Live

Óptica Visión Clara

331-509-8827 · contacto@visionclara.com · just now | Marisol Reyes

Ergonomic chair$288.24 USD

Valeria Gutiérrez

331-725-4480 · valeria.g@gmail.com · just now | Diego Cárdenas

L-shaped desk$228.82 USD

Carla Domínguez

331-426-7790 · carla.d@gmail.com · 5 min ago | Ana López

Ergonomic chair$432.35 USD

Herrera Group

333-615-0482 · purchasing@herrera.com · 2 h ago | Luis Ortega

L-shaped desk$1,830.59 USD

Blue Ridge School

331-990-7364 · hello@blueridge.com · yesterday | Marisol Reyes

Composition notebook$317.65 USD

Hotel Mirador

332-336-0941 · purchasing@mirador.com · yesterday | Luis Ortega

Letter-size paper ream$255.88 USD

Quiroga Law Firm

331-882-6573 · iquiroga@quiroga.com · 2 days ago | Ana López

Filing cabinet$409.41 USD

Clients and suppliers

Pipelines

Your leads, organized by stage

Drag cards from one stage to the next and see at a glance how many deals are open, where each one stands and what it's worth.

Pipelines
Live

Your leads, by stage of the sales pipeline

Search...TagsAll team members
New3

$750.00 USD value

Contacted3

$1,764.12 USD value

In progress2

$2,240.00 USD value

Won2

$1,300.00 USD value

Carla Domínguez

331-426-7790

carla.d@gmail.com

$432.35 USD5 min ago
Ana López

Jorge Salas

332-158-4409

jsalas@outlook.com

—3 h ago
Diego Cárdenas

Blue Ridge

331-990-7364

hello@blueridge.com

$317.65 USDyesterday
Marisol Reyes

Sunrise Pharmacy

333-690-0215

manager@sunrisepharm.com

$1,279.41 USDSep 12
Ana López

Marta Ibarra

331-774-2068

marta.ibarra@gmail.com

$228.82 USDSep 11
Marisol Reyes

Hotel Mirador

332-336-0941

purchasing@mirador.com

$255.88 USDSep 10
Luis Ortega

Herrera Group

333-615-0482

purchasing@herrera.com

$1,830.59 USDSep 9
Luis Ortega

Quiroga Law Firm

331-882-6573

iquiroga@quiroga.com

$409.41 USDSep 8
Ana López

Vidal Clinic

331-245-9908

pvidal@vidalclinic.com

$576.47 USDSep 5
Marisol Reyes

Rainbow School

333-441-7720

office@rainbowschool.com

$723.53 USDSep 2
Diego Cárdenas

Commerce

Sales

From quote to sale without retyping

Send a quote and, when the client says yes, change the status: the quote becomes a sale right away.

Sales342
Point of Sale

Sales and point of sale

Search...FiltersImportExportNew sale
ClientA-Z
Status
Total$
OwnerA-Z
Date
Hotel Mirador
Paid
$576.47 USD
Luis Ortega
Sep 14, 2026, 12:30 pm
Walk-in
Paid
$72.94 USD
Diego Cárdenas
Sep 14, 2026, 12:05 pm
Sunrise Pharmacy
Paid
$1,279.41 USD
Ana López
Sep 13, 2026, 5:40 pm
Carla Domínguez
QuoteQuoteConfirmedPaidCanceled
$432.35 USD
Ana López
Sep 12, 2026, 10:22 am
Herrera Group
Confirmed
$1,830.59 USD
Luis Ortega
Sep 11, 2026, 4:08 pm
Walk-in
Paid
$22.71 USD
Diego Cárdenas
Sep 11, 2026, 1:47 pm
Vidal Clinic
Paid
$576.47 USD
Marisol Reyes
Sep 9, 2026, 11:30 am
Quiroga Law Firm
Canceled
$409.41 USD
Ana López
Sep 8, 2026, 9:15 am
Rainbow School
Quote
$723.53 USD
Diego Cárdenas
Sep 7, 2026, 6:02 pm
Walk-in
Paid
$37.76 USD
Diego Cárdenas
Sep 7, 2026, 12:40 pm
Hotel Mirador
Confirmed
$255.88 USD
Luis Ortega
Sep 5, 2026, 10:15 am

Finances and Analytics

Finances

Monthly profit, always up to date

Paid sales come in as income and expenses go out as costs, so your profit works itself out, with no spreadsheets.

Finances

Money in and money out

ExportVista actual (filtrada)Exportar vista (.xlsx)Exportar vista (.csv)Todos los registrosExportar todo (.xlsx)Exportar todo (.csv)

Income this month

$4,102.94 USD

Expenses this month

$1,481.12 USD

Profit this month

$2,621.82 USD

Income vs expenses (6 months)

ExpensesIncome
$80,000.00$60,000.00$40,000.00$20,000.00$0.00
AprMayJunJulAugSep

Recent movements

DateProduct descriptionAmount
Sep 14, 2026Office stationery− $50.00 USD
Sep 14, 2026Sale · Carla Domínguez+ $432.35 USD
Sep 14, 2026Counter sale+ $72.94 USD
Sep 13, 2026Delivery driver (biweekly)− $282.35 USD
Sep 13, 2026Venta · Farmacia del Sol+ $1,279.41 USD
Sep 11, 2026Venta · Grupo Herrera+ $1,830.59 USD
Sep 10, 2026Delivery fuel− $108.82 USD
Sep 8, 2026Electricity− $137.65 USD

Operations

Email

Send Gmail from inside the CRM

In Tripoli your Gmail inbox lives inside the CRM: you read, reply and send quotes without switching tabs, next to every other tool you need.

Email

Your Gmail inbox, inside the CRM

Search…Compose
InboxSentStarredImportant

Sunrise Pharmacy10:24

September order

¿Nos pueden mandar la cotización de las sillas?

Herrera Group09:12

Desk delivery

We confirm Thursday works for us.

Hotel Miradoryesterday

August invoice

Thanks, we got it.

Rainbow Schoolyesterday

2026 school supply list

Here's the list by grade.

Vidal Cliniclun

Waiting room set

When can you come to measure?

September order

manager@sunrisepharm.com · 10:24

Good afternoon, could you send us the quote for the 3 office chairs? Thanks.

Use cases

Different trades, one CRM

Your business is one of a kind, and so is the way you'll use Tripoli.

Andrew Villalobos

Grocery distributor · 41 years old

No more notebooks: each sale updates stock and warns me before I run out.

Closes the month in minutes

Mariana Cortes

Clinical psychologist · 34 years old

Each patient has a file with visits, notes and history, synced to Google.

No patient falls through

Emilio Cantu

Corporate attorney · 47 years old

Every case moves by stage, with its emails on file: all two clicks away.

Never misses a deadline

Jimena Robles

Sales rep · 26 years old

I see only my leads and tasks; I log calls and my boss sees my progress.

The weekly report writes itself

Fernando Ruiz

Physician with an assistant · 52 years old

My assistant books patients without seeing finances; changes go via WhatsApp.

One calendar for both of us

Valeria Montes

Dietitian, just out of school · 24 years old

I started solo: each client has a file with their plan, visits and to-dos.

Every visit, with its follow-up

Illustrative profiles. Everything they describe is in the CRM today.

Pricing

Run your business better, for less

What you get

  • First month free, no extra cost
  • All 20 modules included, nothing billed apart
  • 4 roles: Owner, Admin, Manager and Rep
  • 5+ operating profiles included
  • One-time setup, at no cost
  • Annual plan with automatic monthly payments
$99.99$49.99USD/month

U.S. dollars · tax included

Questions? See the FAQ ↓

FAQ

Frequently asked questions

Do I have to install anything?

No. It's a cloud CRM: you sign in from the browser on your computer, tablet or phone with your email and password. Nothing to install, no server to maintain.

Everything I have is in spreadsheets. Do I lose it?

No. Every list module imports and exports Excel, so you upload what you already have and keep going from there. And whenever you want your data out, you export it just as easily.

Can I give my team access?

Yes. You are the account Owner, and each person gets their own user, with a role (Admin, Manager or Rep) and the sections they may see. A rep can work their leads without seeing the company's finances. More detail here.

How does billing work?

It's a 12-month plan paid monthly, charged automatically to your card. The first month is free and there is no setup fee. More detail here.

Is there a student plan?

You pay $24.99 a month for the first year, with the first month free and the same 20 modules. Tick "I'm a student" when you sign up and send us your current proof of enrollment. More detail here.

Tripoli Work is for you: ask your AI

Share this document with your AI assistant and get an assessment of how the CRM fits your business.

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