TriSeqDB CRM

Contacts

click any row to edit · auto-derived contacts can't be edited (regenerated from audit)

deletes ALL file-stored contacts (auto contacts regenerate from audit log)

	Name (last, middle first)	Company	Source	Created	Updated	AI Touches

Schedule

jobs by status — drag cards across columns to dispatch

Click a job to view photos, edit, generate invoice.

Calendar

jobs + invoice due dates on a month/week/day grid

Map

contacts with addresses + jobs this week — click a pin for details

Invoices

customer billing

#	Customer	Job	Total	Status	Due	Created

Team

workspace members — name, contact info, role

Name	Email	Phone	Sector / Role	Access	Joined

Activity Timeline

every AI exchange + system event

clears the entire audit log (every Trust Receipt, every AI exchange, every event)

Single form test

—

last run

Batch 10 test

—

pass / total

Batch 120 test

—

pass / total

Throughput

—/sec

last batch

Single customer entry

structured form — same fields as the Contacts table

Service info (optional — for service businesses)

Pipeline

also create a deal at the selected stage

Quick deal entry

classic deal-only form — no contact, just pipeline

Free-text entry (legacy — paste a raw description)

use LLM

Batch import · paste real customer list

one entry per line · AI parses each, saves all to Contacts

use LLM (handles non-standard formats, slower) also add to Pipeline (uses #lead/#qualified/#proposal/#won/#lost tag, defaults to lead) use cache key (route via AI Gateway → snapshot)

Synthetic test batches · 1 / 10 / 120 forms

verifies parser correctness with auto-generated test data — no real customers

use LLM (slower, real test of model) save to Contacts (each batch entry becomes a real contact)

Click any "Run" button to start.

#	Input	Parsed name	Email match	Company match	Status

Pipeline value

$—

open deals

Won this period

$—

closed-won

Total deals

—

all stages

AI exchanges

—

total recorded

Stage Distribution

deals × stage

Escalation Queue

flagged exchanges awaiting human review

When	Trust ID	Prompt	Reason	Actions

Workflow automation · trigger -> condition -> actions

fires on every audit event; nested fires capped at 3 for cycle protection

Recent fires

last 50 (newest first)

When	Workflow	Trigger	Source	Results