Trivesper Client Acquisition OS (CAOS)

Turn enquiries into revenue.

Capture every enquiry, see every prospect's journey, know who needs attention, and decide what to do next.

For B2B service businesses. Turn more enquiries into sales opportunities.

AcquireSample data
Sample data. The CAOS Acquire screen, showing the path and who needs attention.

The problem

Enquiries slip when follow-up lives in too many places.

  • Missed enquiries

    A form comes in, and nobody is sure who should answer it.

  • Inconsistent follow-ups

    Some prospects hear back today. Others wait until someone remembers.

  • Scattered customer information

    One person's story sits across inboxes, sheets, and notes.

A founder working at a laptop in a quiet office.
Context photo. Not a product result.

The path

How CAOS works

Seven stages, from the first enquiry to money you can account for.

  1. 01

    Discover

    Capture every enquiry in one place.

  2. 02

    Attract

    See the prospects your work is bringing in.

  3. 03

    Engage

    Keep each conversation on the prospect's record.

  4. 04

    Qualify

    See who is a real opportunity. On plans that include it, AI drafts a qualification for a person to review.

  5. 05

    Book

    Choose the next conversation with the people who are ready.

  6. 06

    Sell

    Know who needs attention, and what to do next.

  7. 07

    Revenue

    Record revenue only from payments you attest.

See the product

The same screens your team would open.

Real CAOS screens. Names and figures are sample data, shown to illustrate the interface. A next best action is a suggestion for your team. It does not place a call, send a message, or book a calendar.

HomeWho needs attention today.Sample data
Sample data. CAOS Home, with prospects who need a next step.
AcquireThe path from enquiry to revenue.Sample data
Sample data. CAOS Acquire, with the seven-stage path and a prospect list.
Prospect journeyOne person's record, from the first enquiry onward.Sample data
Sample data. An individual CAOS prospect record and journey.
IntelligenceWhat your team should look at next.Sample data
Sample data. CAOS Intelligence, with suggestions for the team.
SettingsHow the workspace is set up.Sample data
Sample data. CAOS Settings for the workspace.

Who it's for

Teams that sell through enquiries, not a checkout button.

Two colleagues reviewing a tablet beside rooftop solar equipment.

Featured

B2B service businesses

Solar, EV charging, industrial equipment, and technology. The first segment this page is written for.

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A property consultation across a desk with a small house model.

Real estate and property

Teams that need every enquiry and viewing request on one journey.

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A team reviewing a pipeline board in a meeting room.

Sales and ops teams

The people who follow up, qualify, and decide what happens next.

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Pricing

Monthly software, when you run it yourselves.

Starter, Growth, and Scale come from the current catalog. The full page has annual prices and what each plan includes.

Want us to run it for you? Talk to us

CAOS Free and CAOS Pro are Notion template workspaces, separate from this hosted application. Open the Notion product page.

FAQ and integrations

What is live, and what is still ahead.

Live now

  • Website enquiry forms
  • CSV import
  • Manual entry
  • AI-assisted qualification with human review, on the plans that include it
  • Next best actions for your team
  • Revenue only from attested payments

Email requires configuration. Until it is configured, CAOS does not send email.

Coming later

  • WhatsApp
  • SMS and calling
  • Calendar sync
  • Google Business Profile

Those are later. They are not channels you can run today.

What can we use today?

Website enquiry forms, CSV import, and manual entry. On plans that include it, AI drafts a qualification for a person to review. Next best actions tell your team who needs attention. Revenue is recorded only from attested payments.

Does email send on its own?

Email requires configuration. Until it is configured, CAOS does not send email.

What is coming later?

WhatsApp, SMS and calling, calendar sync, and Google Business Profile. Those are later. They are not channels you can run today.

Will CAOS book the meeting or bring in the revenue?

Your team still does that work. CAOS keeps the enquiry, the journey, and the next step in one place so a person can decide. It does not sell on its own.

See your enquiries in one place.

Book a demo and we will walk the path with your own process. Write to meetus@trivesper.com.

Two people in a consultation, with a laptop open between them.
Context photo. Not a product result.