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Triad Unlimited
Triad Unlimited
Community Partner
Banks & financial service providers

Triad Unlimited

Profile description:

Triad Unlimited is dedicated to providing trusted and effective Asset Management Optimization and Reliability Engineering solutions

Use cases:
  • Project management
  • Documents & contracts
  • Order management
Location:
Murrieta
,
USA

Success Story

Boosting efficiency during the COVID-19 pandemic

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Solutions Intro Section Heading

Booking Management

Smart Travel Platform

BE-SCAPE is a smart travel platform for booking, contracts, documents, and communication management - with automation and integration capabilities.

  • End-to-End Automation – Streamlines booking, contracts, and travel document management.
  • Seamless Integration – Connects easily with external systems, partners and other ERP/CRM solutions.
  • Improved Efficiency – Reduces manual work with automated workflows and digital signatures.
  • Enhanced Communication – Centralized, traceable messaging between operators, suppliers, and clients.
  • Customizable Travel Solutions – Enables dynamic packaging of hotels, tours, and services.
  • Revenue Optimization – Supports revenue sharing models and financial tracking.
  • Scalability & Flexibility – Adapts to the needs of tour operators, agencies, and travel businesses.
Zur Software Lösung

Insurance

CRM for insurance companies

Smart CRM for insurance: manage customers, policies, renewals, communication, and collections – all in one connected and centralized system.

  • Customer & Contract Management: Store and update all client data and policy details in one place
  • Policy Renewal Tracking: Get reminders and manage the entire renewal process with ease
  • Collections & Accounting: Monitor payments, overdue accounts, and financial workflows
  • Email Communication: Send and archive emails directly from the system – secure and GDPR-compliant
  • Integrated Agent Management: Oversee performance, assignments, and communication across your team
  • Retail & Sales Tools: Support for selling insurance products across different retail channels
  • Custom Database Solutions: Tailored structures for specific insurance workflows and product types
  • Software Integration: Connect with other tools and systems you already use
  • Training & Support: Ongoing help and onboarding to get the most out of your setup
    • Zur Software Lösung

    ERP/CRM

    Service Business Management

    A fully customizable ERP for service businesses, covering end-to-end business needs. Powerful automation and centralized data structure.

    • Lead Collection & Upsales Management: Efficient tracking and nurturing of potential customers.
    • Estimation & Approval Automations: Speed up proposal creation and client approvals.
    • Contracts & Supplier Invoices: Seamless management of agreements and supplier financials.
    • Customer Invoicing & Payments: Automated billing and financial tracking.
    • Project & Task Management: Full-scale tracking of projects, milestones, team tasks, and meetings.
    • Meetings Management Module: Manage meetings with notes and sync with clients for improved collaboration.
    • ChatGPT Integration: AI-powered insights and automation for smarter decision-making.
    • Timesheets & Resource Allocation: Monitor employee work hours and optimize workforce utilization.
    • Accounting Integration: Seamlessly connects with financial systems for accurate reporting.
    Zur Software Lösung

    ERP for all processes

    Complete ERP

    Complete ERP system to manage contacts, sales, orders, documents, and technical operations – faster, clearer, and with fewer errors.

  • Contact & Meeting Management: Keep all client and supplier details, meetings, and activities in one place
  • Sales & Purchase Management: Create and manage offers, customer and supplier orders efficiently
  • Technical Intervention Planner: Plan and assign field service or technical tasks with ease
  • Document Generator: Compile and manage documents quickly and accurately
  • Activity Overview: Organize all ongoing activities with full transparency
  • Collaboration Tools: Share data instantly across teams and departments
  • Error Reduction: Minimize manual input errors with guided, automated workflows
  • Faster Processes: Speed up execution through a structured and integrated system
    • Zur Software Lösung

    CRM

    Member Management System

    Manage members, licenses, education, and communication in one system – with email integration and a clear, simple, centralized dashboard.

  • Member Management: Create and manage member profiles, track their affiliations and roles.
  • License Tracking: Monitor all licenses held by each member and which training is required to obtain them.
  • Education Management: Assign members to training programs and track participation and outcomes.
  • Activity Tracking: See who participated in which events or sessions.
  • Payment Monitoring: Keep track of membership fees, due dates, and payment history.
  • Dashboard Overview: Visual overview of key metrics – who holds which licenses, who paid, and more.
  • Email Integration & Archiving: Communicate via email and store all correspondence, linked to individual member records (GDPR-compliant).
  • Training Availability: Maintain a list of available trainings and link them to specific licenses or roles.
    • Zur Software Lösung

    Tour guides

    Guided tours coordination

    An all-in-one tool for tour guide groups to plan efficiently tours, assign guides, and automate reservations, invoicing, and communication.

    Save time, reduce manual effort, and offer your customers a seamless experience from the first click to the final feedback.

  • Efficient Tour Management: Automated bookings, scheduling, and guide assignments
  • Time and Cost Savings: Reduced administrative workload through automation
  • Improved Communication: Instant updates and reminders via email or SMS
  • Optimized Guide Allocation: Match guides to tours based on skills, availability, and language
  • Enhanced Customer Experience: Seamless booking process, clear updates, and integrated feedback collection
  • Insightful Reporting: Track guide performance, customer satisfaction, and financial metrics
    • Zur Software Lösung

    Asset management

    Technical asset management

    The central, digital and efficient solution for asset management, operator obligations, LCC and interfaces to CAFM systems. Get in touch now!

    An overview of the most important functions:

    • Norm-based assignment of duties: Automatic management of maintenance, inspection & tests per system (e.g. via Maqsima).
    • Data import & export: Import existing data from Excel, CSV or CAFM systems & return it in the appropriate format.
    • Interface capability: Connection to common CAFM systems such as Spartacus, VertiGIS, Speedikon, Waveware.
    • LCC analysis: Analysis of life cycle costs individually according to customer requirements.
    • Measure management: Planning, assignment & follow-up including deadlines, status & responsible persons.
    • Audit & inspection function: Carrying out & documenting audits — also by Drees & Sommer experts on site.
    • GAEB export function: Direct export of recorded investments including service items for tenders in GAEB format.
    • Scalability & flexibility: Expandable from a simple recording tool to complete operational management support.
    Zur Software Lösung

    law firms

    “MyLegalFile”

    Law firm software “MyLegalFile”: Optimizes processes with modules such as file management, time recording, document management and client login.

    • OnPrem
    • Email integration
    • DMS connection
    • Client login
    • API
    • Speedup
    • Slick HTML masks
    Zur Software Lösung

    Procurement

    BECKPROCON x Ninox All in One Procurement

    Efficient materials management with dynamic adjustment, intelligent demand planning and automatic scheduling for optimized and seamless production.

    • Demand planning

    • Bill of Materials Management

    • Automatic logout In the manufacture of Ffnished articles

    • Pricing: the cheapest source of supply

    • Bulk prices for flexible pricing

    • Sending mail from orders

    • Tracking and care of order confirmations

    Zur Software Lösung

    Photovoltaics

    Finestcloud PV

    Finestcloud PV is software for solar companies that optimizes business processes and enables efficiency and cost reduction. One software for all processes.

    • Complete project management
    • Automated quotation preparation
    • work processes
    • human resource management
    • CRM and automated sales process
    • Lead editing
    • Invoicing and controlling
    • EVU process
    • Automated forms
    Zur Software Lösung

    Data security

    Centralized Privacy Management System

    Our Centralized Privacy Management System enables efficient data protection processes, transparency and GDPR compliance within the company.

    • Centralized Privacy Management System
    • Audit tool
    • Information management system
    • Project management
    • CRM systems
    Zur Software Lösung

    Field Service Management

    Thermotex — the best field service software

    Digital, efficient and easy to use: Discover the best field service tool for seamless integration with your billing software - for better processes.

    • Automatic route optimization for field service
    • Digital radiator measurement manual
    • Import and export via simple API interface
    • Automated announcement & delivery note creation
    • Prioritize orders

    ‍

    Zur Software Lösung

    Handicraft

    Hybrid software for craftsmen

    A flexible, holistic software solution from A to Z, whether in the office or on the construction site (on the go), supplemented by an app.

    • Acquisition of new customers through optimized offers

    • surety through automatic construction journal

    • Profit optimization through post-calculation

    • Sales increase through simple billing

    • transparency through project and planning

    Zur Software Lösung

    Recommended content

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    Success Story

    Boosting efficiency during the COVID-19 pandemic

    Too many spreadsheets were slowing down operations for companies working on the COVID-19 vaccine. Valuable time was being wasted navigating the spreadsheets and assuring data quality. With Ninox, spreadsheets were replaced with a more streamlined, efficient solution.

    Read the Success Story

    Interested in a demo?

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