Built for your industry

Set up for the kind of business you run.

When you sign up, you pick your industry. Tri-Gig creates the sections that kind of business uses, names them the way you would, adds the tools that industry needs, and suggests your first steps. We build these one industry at a time with people who work in them. If yours is not here yet, pick “Something else” and rename anything you like.

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Industry setups

  • Small nonprofits, community organizations, and programs

    Nonprofits

    Sections

    • Donors
    • Programs
    • Volunteers
    • Funding opportunities
    • Invoices

    Tools

    • · Funding Studio: find funders, keep a prospect list, check readiness, draft grants, manage budgets
    • · Live Invoices for sponsorships and program fees
    • · A landing page for your program with a sign-up form

    Your first step: Add the volunteers you are counting on this month, and one grant you are going after.

  • Consultants and small advisory firms

    Consulting

    Sections

    • Clients
    • Engagements
    • Proposals
    • Invoices
    • Files

    Tools

    • · Live Invoices with reminders and card payments
    • · TG eSign for engagement letters
    • · Templates for proposals and status updates

    Your first step: Start the engagement you are working on this week.

  • Marketing, design, and content agencies

    Marketing and agencies

    Sections

    • Clients
    • Campaigns
    • Projects
    • Invoices
    • Files

    Tools

    • · Lead Studio for your own landing pages and pipeline
    • · Projects as goals and steps for each campaign
    • · Live Invoices with monthly reminders

    Your first step: Add the campaign you are running now.

  • Agents and small brokerages

    Real estate

    Sections

    • Clients
    • Listings
    • Showings
    • Calendar
    • Files

    Tools

    • · Calendar connection so showings never double-book
    • · TG eSign for agreements
    • · Lead Studio for a listing page with an inquiry form

    Your first step: Add your first property and connect your calendar.

  • Solo attorneys and small firms

    Legal services

    Sections

    • Clients
    • Matters
    • Consultations
    • Files
    • Invoices

    Tools

    • · Files with folder permissions per client
    • · TG eSign for engagement and intake documents
    • · Live Invoices with reminders

    Your first step: Open the matter you are working on and log your next consultation.

  • Coaches, therapists, trainers, and clinics

    Health and wellness

    Sections

    • Clients
    • Programs
    • Appointments
    • Invoices

    Tools

    • · A program page with a sign-up form
    • · Live Invoices for sessions and packages
    • · Text alerts for the team

    Your first step: Add your first client and publish your program page.

  • Caterers and small event businesses

    Catering and events

    Sections

    • Clients
    • Events
    • Menu items
    • Quotes
    • Invoices

    Tools

    • · Quotes that turn into invoices
    • · Live Invoices with deposits and reminders
    • · Templates for menus and event details

    Your first step: Add the event you are catering next.

  • Designers, photographers, writers, and studios

    Creative and design

    Sections

    • Clients
    • Offerings
    • Projects
    • Invoices
    • Files

    Tools

    • · Projects as goals and steps with files on each step
    • · Live Invoices with reminders and card payments
    • · TG eSign for contracts

    Your first step: Add what you offer and start the project you are on this week.

  • Every other kind of business

    Something else

    Sections

    • Customers
    • Projects
    • Tasks
    • Invoices
    • Files

    Tools

    • · Every section and studio
    • · Add a section for anything you track
    • · Rename anything to the words you use

    Your first step: Add one customer and start the job you are doing this week.

You started the business.
This is where you run it.

Answer seven questions and see your workspace today. Free for 14 days. Your card is not charged until the trial ends.

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