Andrew Villalobos
Grocery distributor · 41 years old
I dropped the notebooks: every sale takes stock down and warns me before I run out.
Closes the month in minutes
The CRM for independent professionals
Your whole business in one place
Clients, sales, purchases, inventory, finances, analytics and more. With WhatsApp and Gmail built in. No spreadsheets, no separate apps.
- If it happens in your business, it goes through Tripoli
- From the first message to the closed sale
- 15+ modules included in every account
Riverside Supply/PipelinesAna López
PipelinesLive
Your leads, by stage of the sales pipeline
Search...TagsAll team members- In the cloud, nothing to install
- Google and WhatsApp connected
- Permissions by role and section
- Support included
Main and system
Home
Your day, summed up when you walk in
The first thing you see when you open Tripoli is what matters most: pick between tasks, appointments, sales and leads.
- Cards you choose, reorder and hide as you like
- The numbers you need most, up to the minute
- Your newest leads, live, ready to follow up
Home
How the business is doing today
EditCustomize
Unanswered chats
3
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
38
Newest leads
LiveCarla Domínguez
(331) 426-7790 · carla.d@gmail.com · 5 min ago | Ana López
Herrera Group
(333) 615-0482 · purchasing@herrera.com · 2 h ago | Luis Ortega
Blue Ridge School
(331) 990-7364 · hello@blueridge.com · yesterday | Marisol Reyes
Hotel Mirador
(332) 336-0941 · purchasing@mirador.com · yesterday | Luis Ortega
Quiroga Law Firm
(331) 882-6573 · iquiroga@quiroga.com · 2 days ago | Ana López
Clients
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.
- Build pipelines and stages around your own sales cycle
- The total value of each stage, always in sight
- Filter the board by tag or by team member
Pipelines
LiveYour leads, by stage of the sales pipeline
Search...TagsAll team members
New5
$573.41 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
Contacted4
$1,535.29 USD value
Sunrise Pharmacy
(333) 690-0215
manager@sunrisepharm.com
$1,279.41 USDSep 12
Ana López
Marta Ibarra
(331) 774-2068
marta.ibarra@gmail.com
—Sep 11
Marisol Reyes
Hotel Mirador
(332) 336-0941
purchasing@mirador.com
$255.88 USDSep 10
Luis Ortega
In progress6
$2,851.76 USD value
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
Won9
$3,665.29 USD value
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
Tomás Aguirre
(332) 510-7783
tomas.aguirre@gmail.com
$144.12 USDSep 1
Ana López
Commerce
Sales
From quote to sale without retyping
Send a quote and, when the client says yes, change the status: the quote becomes a sale right away.
- Clear statuses: quote, confirmed, paid or canceled
- Subtotal, tax and discount worked out instantly
- Paid sales land in your finances on their own
Sales342
Point of SaleSales and point of sale
Search...FiltersImportExportNew sale
ClientA-Z
Status
Total$
OwnerA-Z
Date
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
Quote
$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
Tomás Aguirre
Paid
$144.12 USD
Ana López
Sep 4, 2026, 5:22 pm
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.
- Income against expenses, charted over the last 6 months
- Recent movements with date, description and amount
- Payroll to keep track of what you pay your team
Payroll here is an internal record of payments: it does not calculate taxes or file anything.
Finances
Money in and money out
Export
Income this month
$4,102.94 USD
Expenses this month
$1,481.12 USD
Profit this month
$2,621.82 USD
Ingresos vs egresos (6 meses)
EgresosIngresos
$80,000.00$60,000.00$40,000.00$20,000.00$0.00
AprMayJunJulAugSep
Recent movements
DateProduct descriptionAmount
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
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.
- Read and answer your email without leaving Tripoli
- Schedule messages for the hour you choose
- Attach quotes and files
GmailInside Tripoli
New message
ToFmanager@sunrisepharm.comCc Bcc
September quote
Good afternoon — here is the quote for the 3 office chairs you asked about.
Happy to answer any questions.
PDFSeptember-quote.pdf
Send
All included
19 modules. One price.
No basic tier, no modules billed apart.
HomeYour day at a glance
SettingsYour team and your rules
PipelinesStages you define
LeadsCapture and follow-up
ClientsProfile and history
SegmentsSaved filters
SalesQuote, sell and collect
Point of saleCounter, scanner and daily close
PurchasesSuppliers and orders
Products for salePrices and stock
Products you buySupplies and raw materials
FinancesIncome, expenses and payroll
Operating expensesFixed and variable
AnalyticsHow the business is doing
EmailGmail inside the CRM
ChatsConnect WhatsApp Business and reply
CalendarAppointments and Google Meet
TasksTo-dos with a due date
NotesYour team's notes
Use cases
Different trades, one CRM
Your business is one of a kind, and so is the way you'll use Tripoli.
Mariana Cortes
Clinical psychologist · 34 years old
Every patient has a profile with appointments, notes and history, and my calendar syncs with Google.
No patient falls through
Emilio Cantu
Corporate attorney · 47 years old
Each matter moves through stages and the emails stay on the file: everything two clicks away.
Never misses a deadline
Jimena Robles
Sales rep · 26 years old
I only see my leads and tasks; I log calls and my manager sees how I'm doing without asking.
The weekly report writes itself
Fernando Ruiz
Physician with an assistant · 52 years old
My assistant books patients without seeing numbers or expenses, and changes go out over WhatsApp.
One calendar for both of us
Valeria Montes
Dietitian, just out of school · 24 years old
I started my practice on my own: every client has a profile with their plan, appointments 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
Start with a free month, with no setup fee.
What you get
- First month free, no extra cost
- All 19 modules included, nothing billed apart
- 4 roles: Owner, Admin, Manager and Rep
- 5+ operating profiles included
- One-time setup, at no cost
- Annual plan, paid monthly
$99.99$49.99/month
USD · tax included
Annual plan, charged monthly to your card.
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 19 modules. Tick "I'm a student" when you sign up and send us your current proof of enrollment. More detail here.
Still have a question? Talk to us