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Platform

Success without limits.

Trig brings agents, team controls, customer intelligence, and connected tools together in one workspace to manage your entire customer base.

Dashboard
AllPeterEmmaCarlSarahTom
Managed customers36
Managed revenue$670,540
Active assignments9
Needs you3
Assignments
NameOutputCovers
Needs you
What it’s aboutWhat happenedWhat it blocksWhose callWaiting
HarborAn email to Rachel Evans is drafted in Emma’s Gmail. Harbor stopped opening reports 43 days ago.Confirm exec sponsor involvementEmma1 dayOpen in Gmail
FernwayThree emails over ten days got no reply. There is no one else to contact.Book meetings with the people we’re missingEmma3 days
CorvusCorvus is at 48 of 50 seats and added a team this week. A proposal for 20 more seats is ready for Peter.Open the upsell conversationPeter1 dayRead proposal
Managed customers36
Managed revenue$670,540
Active assignments9
Needs you3
Assignments
Needs you
HarborAn email to Rachel Evans is drafted in Emma’s Gmail. Harbor stopped opening reports 43 days ago.Emma · 1 day
FernwayThree emails over ten days got no reply. There is no one else to contact.Emma · 3 days
Trig Agents

Deploy agents that monitor accounts and act when needed.

Hand off the recurring work behind retention and growth, so reps spend less time gathering information and more time with customers.

Automate account monitoring with weekly or daily data pulls and check-ins across your entire customer base.

Control Panel

Organize agents around your reps, teams, and customers.

See what agents are doing for each rep’s accounts, monitor performance across the team, and adjust assignments or handle exceptions.

Filter to a rep’s assignments, completed work, and items needing attention, with account context alongside them.

Customer proof
Kyle Norton, Chief Revenue Officer at Owner
$1.3mValue generated12x return on investment

“Trig transformed our onboarding velocity, significantly reduced our time to value, and materially drove ARR growth. Lots of software tools are useful, but few impact our bottom line like Trig. It’s an incredible product.”

Kyle NortonChief Revenue Officer, Owner
Context Engine

Customer outcomes inform what agents do next.

Trig connects customer activity and previous actions with renewal and expansion outcomes to identify patterns across accounts and guide the next action.

Define the milestones that show customers getting value at each stage of their journey. Trig follows progress through those milestones and records where accounts advance or fall behind.

Integrations

Get completed work in the tools you already use.

Connections carry information in both directions: customer data informs each task, while finished briefs, reports, and updates reach the people and systems that need them.

  • Delivery destinations

    Choose where each assignment sends its brief, report, or update across your connected tools, and view the work from the Trig app.

  • Data connections

    Use account details, product activity, and conversations from authorized sources, so agents can use your existing data to carry out tasks.

  • MCP

    Give agents access to additional data sources and tools on demand through MCP.

  • API

    Use Trig’s API to bring account records and attributes into your own systems and workflows.

Enterprise-grade security, built in.

Trig is ISO 42001 certified, SOC 2 Type 2 compliant, GDPR ready, and supports SSO and SAML—meeting the highest standards for how customer data is accessed, stored, and protected.

Explore Trig security

Uncapped capacity.
Same great team.

  • $1 per account
  • ISO 42001
  • SOC 2 Type 2