Automation for small business

Your leads and orders are scattered across five inboxes. Trientra pipes them into one.

Trientra builds the wiring between the tools you already use — forms, WhatsApp, your CRM, your calendar — so nothing falls through the cracks and nobody's typing the same thing twice.

Coming in, messy
"New DM on Instagram"
Form submission, email
Walk-in note on paper
Going out, organized
Lead scored in CRM
Appointment booked on calendar
Follow-up text sent, automatically

You didn't start a business to be a data-entry clerk

Every hour spent copying a lead into a spreadsheet is an hour not spent talking to a customer — and slow follow-up is the easiest sale you'll ever lose.

01

Leads go cold

A form fills out at 9pm, nobody sees it until Monday, and the customer already booked with someone else.

02

Same data, five places

Orders get typed into the CRM, then the accounting tool, then a spreadsheet for the owner — by hand, every time.

03

No one owns the follow-up

Warm leads slip through because nobody has time to check back in three days later. Trientra does.

Four steps, no code required from you

01

Audit

A free 30-minute call where we map exactly where your time is going — which tools, which manual steps, which leads slip through.

02

Build

We wire together the tools you already use — no new software to learn, no team retraining.

03

Connect

We test it live against real leads and orders before handing over the keys.

04

Maintain

Ongoing monitoring so if a tool changes its API or something breaks at 6am, it's fixed before you notice.

What this actually looks like

FORM → CRM → SMS

Instant lead follow-up

Someone fills out your contact form. Within seconds they get a text back and your CRM has a new, scored record — no one lifted a finger.

ORDER → ACCOUNTING

Order-to-invoice sync

Every online order automatically becomes an invoice in your accounting software, matched and categorized correctly.

CALENDAR → REMINDER

No-show reduction

Automatic appointment reminders by text 24 hours and 2 hours out, cutting no-shows without anyone making calls.

DM → INBOX → OWNER

Unified inbox

Instagram, WhatsApp, and email messages land in one place, with the urgent ones flagged so nothing sits unread for days.

Everything wired in, the second it happens

Calendar, WhatsApp, CRM, and email are just the entry point. Here's what runs through the line once we're in.

01

Spark

Someone messages you on a Friday night. By Monday morning, they've already booked with whoever replied first.

Unscheduled messages are business owners' single biggest daily time drain — 33% call it their #1 frustration.

Ad lead sync Abandoned cart recovery Auto review requests
02

Exchange

It's 11pm and you're still manually typing today's orders into QuickBooks before you can go to bed.

27% of business owners spend part of every week chasing late payments — automated reminders get you paid ~5 days faster.

Order → accounting sync Overdue payment reminders Inventory sync
03

Signal

A customer's question has been sitting unread in your DMs for three days — and you didn't even know it was there.

Auto-routing to the right person Unanswered-ticket alerts FAQ deflection
04

Shift

It's a new hire's first day, and you're still assembling their logins and paperwork by hand at 8am.

81% of small business owners still run HR themselves — onboarding, schedules, approvals, all of it.

Onboarding checklists Shift reminders Leave approval routing

Simple, upfront, no surprise invoices

One-time build
$300 – $800

Per automation, depending on complexity. Paid once, yours to keep.

  • Free audit call first
  • Built and tested against real data
  • Documentation handed over
Ongoing care
$50–$150 / mo

Monitoring, fixes if a connected tool changes, and priority support.

  • Uptime monitoring
  • Fixed within 24 hours if something breaks
  • Cancel anytime
Custom solution
Custom quote

For businesses needing a full, end-to-end automation architecture rather than a single workflow.

  • End-to-end systems architecture & API orchestration
  • Custom integrations across CRM, ERP, and payment gateways
  • Dedicated infrastructure with SLA-backed uptime guarantee
  • Version-controlled deployments & change management
  • Scoped after a paid discovery & requirements-gathering phase

Let's find your first automation

Fill this in and we'll get back to you within a day — no pitch deck, just a look at where your time is actually going.

Prefer email? Reach us directly at hello@trientra.com