™How it works
One workspace.
Every part of your business.
Here's everything you get — and exactly how to set each piece up. Any industry. Any team size. No developers.
Run everything from one place.
Your workspace is the operating system for your business — built around what you actually track, not what some software company decided you should.
What you get
Contacts
Built-inEvery person your business works with — clients, vendors, partners, leads. Import via CSV or add manually. Full activity history on every record.
Custom objects
Most powerfulBuild any data structure your business needs. Cases, properties, candidates, sessions, treatments, orders — name it, add your fields (text, date, number, select, checkbox, URL, and more), and it appears in your sidebar instantly. Link objects together with relationship fields. Every custom object automatically becomes an automation trigger.
Tasks
Built-inAssigned tasks with due dates and statuses. See everything your team owes across every client and engagement.
Files
Built-inAttach files directly to your workspace. Keep proposals, contracts, and deliverables where the work lives.
Calendar
Built-inWorkspace calendar with events, time-off, and work hours. Connect Google Calendar to sync your meetings and deadlines.
Messages
Built-inInternal messaging for your team and direct messages across the Tri-Gig network.
Pro tip
A real estate firm tracks Properties and Showings. A recruiter tracks Candidates and Placements. A gym tracks Members and Sessions. Every custom object you create automatically becomes a trigger in Automation Studio.
How to set it up
Create your workspace
Sign up and name your workspace after your business. Your free trial starts immediately — card required, no charge for 14 days.
Create a custom object
In the sidebar, go to Settings → Manage Objects. Enter an object name (e.g. “Cases,” “Candidates,” “Properties”), an optional description, and pick an icon. Click “Create object” — it appears in your sidebar instantly.
Add your own fields
Every object starts blank — you define the structure. Open a record and click “+ Add field to this section.” Choose from text, number, date, select, checkbox, URL, phone, email, or relationship. Name each field whatever makes sense for your business. Drag to reorder. Add sections to group related fields.
Link objects with relationship fields
Add a Relationship field to connect records across objects — link a Client to a Contact, a Case to a Project, or any combination. The linked record is searchable directly from the record page.
Import your data
CSV import works on both Contacts and custom objects. Open the list, click “Import CSV,” map your columns to your fields, and import. Duplicates are detected automatically — choose to skip or update existing records.
Invite your team
Go to Settings → Team. Add teammates by email and assign roles — owner, admin, or member.
How it all fits together
Every part of Tri-Gig is connected. Here's how they work as a system.
01
Build your workspace
Set up the objects and fields that match your business. Any industry — not just consulting or agencies.
02
Bring in your people and data
Import contacts, invite your team, and start tracking what matters. Your data, your structure.
03
Automate the repetitive stuff
Set up workflows once. Welcome emails, follow-ups, reminders — Automation Studio handles them.
04
Let Trig keep you sharp
Ask Trig what needs attention. It reads your workspace in real time and tells you exactly what to do next.
Any business. Any industry.
Because you build your workspace around how your business actually works — not the other way around.
Accounting
tracks Cases
Recruiting
tracks Candidates
Real estate
tracks Properties
Law firms
tracks Matters
Creative agencies
tracks Briefs
Healthcare
tracks Patients
Construction
tracks Job sites
Fitness
tracks Members
Marketing
tracks Campaigns
Photography
tracks Shoots
Consulting
tracks Engagements
Property mgmt
tracks Units
Ready to stop duct-taping?
Start free — 14 days on us. Cancel anytime.