™Rooms & rules
Your workspace, your words, your rules.
A consultant has clients; a nonprofit has donors; a host has guests. Tri-Gig builds the rooms your business actually uses and lets you add one for anything else in a click. The rules that run them are sentences, not flowcharts.
When an invoice is paid, thank the client and close the step.
When a step has no owner 3 days before it’s due, tell the goal owner.
When a new donor is added, send the welcome letter and add to Spring appeal.
When a booking is confirmed, create the turnover checklist.
Trig can draft a rule from a sentence you type. It arrives switched off until you turn it on.
What it does
Every room, on every plan
Contacts, goals and steps, tasks, calendar, messages, files, invoices, cases. Nothing gated behind a tier.
Add a room for anything
Grants, properties, equipment, sessions. Give it fields with your names. Trig can add one when you ask.
Rules in plain English
“When X happens, do Y.” Trig drafts them from a sentence; you switch them on. Every run is logged and can be undone.
Files with permissions
Folders shared with members or customers. Soft delete for 90 days. Documents Trig writes land in a From Trig folder shared with the person who needs it.
Messages that reach people
@mentions, attachments, and a text to your phone with one switch. Nobody signs anyone else up; the number is verified from your own account.
Your customers, in free
Clients, donors, students, or guests get a free account to see what you share: an invoice, a file, a status.
What that means for you
- No renaming “Deals” to “Grants” and hoping the reports follow.
- The busywork after an event, a payment, or a booking runs itself.
- A new teammate finds their way around in a day because the words are yours.
- What you share with a customer is one link, not a portal to teach them.
- Member permissions and record visibility are set once, by an admin, or by Trig when asked.
You started the business.
This is where you run it.
Tell us what you do and see your workspace today. Free for 14 days; your card isn’t charged until the trial ends.