Built for evaluators who want a single reference and operators who want to know what they're getting. Four groups: records, AI, workflow, suite integration.
Standard CRM objects with the elegant defaults: brand-aware pipelines, AI-suggested custom fields, inline edit, density toggle.
AI woven through every surface — not bolted onto a 2014 product. Suggestion lifecycle is a first-class table.
The day-to-day ops: tickets auto-classified from email, mail/cal sync, natural-language reporting.
The cross-product view + customer portal — what makes Keystone the spine when you stack other Trinity products.
Tell us what your evaluator team cares about most — AI quality, ramp time, services-SMB fit, pricing transparency — and we'll walk those specific surfaces live in thirty minutes.