Lead capture
Capture leads from campaigns, events, referrals and partners with source-specific fields.
Tritactix products
CommercialOS
CommercialOSby Tritactix
Lead management and sales pipeline
Connect marketing activity to commercial progress.
CommercialOS captures every lead, applies qualification criteria, routes ownership and tracks what happens next.
Pipeline control Live activity
Every lead.
One next step.
One next step.
Qualified64
Opportunities31
Campaign lead CapturedQualification ScoredSales handoff Assigned
The operating problem
Leads arrive from campaigns, events, referrals and partners, then stall because nobody owns the next step. CommercialOS makes ownership and progress visible.
From first signal
to live opportunity.
A connected commercial process across marketing, qualification, sales ownership and management visibility.
Qualification
Apply defined criteria and progress qualified leads into sales opportunities.
Marketing integration
Connect campaign activity and social publishing workflows with the commercial process.
Assignment and routing
Route qualified leads to the right manager or representative, with nurturing fallback.
Pipeline management
Move opportunities through defined stages with controlled forward progression.
Ageing and SLA flags
Highlight leads and opportunities that have remained too long at any stage.
Team visibility
Managers see team pipeline while representatives remain focused on their own work.
Activity logging
Calls, emails and meetings remain connected to the relevant lead and opportunity.
Notifications
Automated alerts keep assignments, handoffs and pending actions visible.
A pipeline designed
around action.
Stages, criteria and handoffs are configured around the client’s commercial operating model.
Capture
Bring every source into one structured lead record.
Qualify
Score fit and readiness against agreed criteria.
Assign
Route ownership to the right manager or representative.
Progress
Move qualified opportunities through controlled stages.
Perform
Track activity, ageing, conversion and team performance.
Configured to the business
Your process.
Not a generic CRM.
The operating model is configured per client, preserving how teams qualify, route, measure and manage commercial work.
Lead sources and sub-fieldsQualification criteria and scoringPipeline stages and sequenceRoles and reporting linesSLA and ageing thresholdsCurrency and geographic scope
Make every next step visible.
Discuss your lead sources, qualification model and commercial workflow with Tritactix.