Your CRM, Your Data,
Your Infrastructure
Triske combines HubSpot-style CRM with Monday.com-style boards, automation, analytics, and AI agents. Fully self-hostable, multi-tenant, and extensible — built for teams that want control.
Everything You Need in One Platform
Six core areas that cover the full lifecycle of customer relationships and team productivity.
CRM & Pipeline
Contact management, company tracking, deal pipelines with kanban view, activity timeline, and custom fields. Lead scoring and enrichment built in.
Work Management Boards
Monday.com-style boards with 8 column types, table/kanban/calendar views, sub-items, and real-time collaboration. Manage projects alongside your CRM.
Automation Engine
Event-driven workflows with branching, delays, and parallel paths. Trigger automations on deal stage changes, form submissions, ticket updates, and more.
Customer Portal
Self-service portal with magic link auth, ticket management, knowledge base, and deal visibility. Your customers stay informed without extra support load.
Analytics & Reporting
Cube.js-powered semantic layer with custom reports, pivot tables, revenue intelligence, cohort analysis, and forecasting. Real-time dashboards you can build yourself.
AI Agent with RAG
Built-in AI agent with 8 tools, retrieval-augmented generation, predictive lead scoring, sentiment analysis, and an approval system for AI-generated actions.
Modular by Design
Use what you need. Every module works standalone or together as a complete suite.
Built For
Teams that want a powerful CRM without vendor lock-in or per-seat pricing surprises.
SMB Teams
Growing teams that need CRM + project management in one tool without paying per-seat for multiple SaaS products.
Agencies
Client-facing teams managing pipelines, projects, and deliverables across multiple accounts in a single workspace.
Consulting Firms
Professional services firms tracking deals, managing engagements, and reporting on revenue — all self-hosted for data control.
Enterprise-Grade Stack
Open-source foundations you can trust, deploy anywhere, and extend.
Ready to Own Your CRM?
See Triske in action. Book a demo call or reach out to learn about self-hosted deployment options.