Skip to content
Built by Triarch Security

Run your whole advisory operation on one platform.

TriarchCRM unifies CRM, advisory engagements, finance, competitive intelligence, and an AI ops brain — deployed isolated on your own database, white-labeled to your firm. Not a generic sales CRM. The operating system for advisory and security firms.

Request a demo See how it works
1
platform, not five tools
100%
per-customer DB isolation
∞
your brand, your domain
acme-advisory.triarchcrm.com
Foundry · Ops Brain honesty-gated
“Which active engagements are at margin risk this quarter?”
2 of 7 engagements trend below target margin. Evidence: time entries + invoice pacing. Sources: 4 citations · confidence: high
CRM
Finance
Intel

Illustrative interface — not actual customer data.

Purpose-built for advisory & cyber-security firms

Placeholder — logos shown are category labels, not real customers.

The platform

One codebase. Your entire operation.

Every part of running an advisory practice — in a single versioned system that's deployed isolated and white-labeled to your firm.

One platform, not five tools

CRM, engagements & CAB, finance and billing, intelligence, and ops automation — unified. Stop stitching together a stack and reconciling it by hand.

Per-customer isolation

Each deployment is a dedicated instance with its own database. No shared tenant tables, no row-level guesswork — isolation as a sellable feature for security-minded firms.

Foundry — the AI ops brain

An agentic layer that answers questions about your operation with citations and an honesty gate — it says “I don't know” instead of guessing. Built-in competitive intelligence keeps every account current.

Competitive intelligence

Continuous, evidence-backed company and market intelligence woven into every account and engagement — battlecards, ratings, and signals, not stale notes.

White-label, your domain

Your brand, your colors, your domain. The same versioned codebase runs your operation under your identity — multi-tenancy lives in the deploy pipeline, not the data model.

Connectors built in

Gmail, Calendar, Slack, Mercury, HubSpot, and Microsoft 365 — every signal gated for relevance before it reaches your queues. Noise stays searchable; only real work surfaces.

Why one platform

Replace the whole stack.

Most advisory firms run their operation across five-plus disconnected tools. TriarchCRM is the single system that does the job of all of them — with the data joined up.

The stack it replaces

  • A generic sales CRM that doesn't model engagements
  • A separate project / engagement tracker
  • Spreadsheets for billing, invoices, and margin
  • Ad-hoc research docs for competitive intel
  • A pile of point integrations stitched by hand
  • Nothing that answers “what needs my attention?”

Five tools, five logins, five sources of truth — and the gaps between them.

TriarchCRM

  • CRM purpose-built around advisory engagements & CAB
  • Engagement lifecycle: deal → contract → delivery
  • Finance & billing with real margin, in the same data
  • Competitive intelligence on every account, always fresh
  • Connectors with relevance gates, not noise floods
  • Foundry answers “what needs my attention?” with citations

One platform, one login, one source of truth — joined up.

Isolation by design

Your data never shares a table with anyone.

TriarchCRM is deployed as a dedicated instance with its own database per customer. There is no shared multi-tenant database, no tenant-ID columns to misconfigure, and no row-level security to get wrong. The application code stays single-tenant; isolation lives in the deploy pipeline.

  • Dedicated database per customer — physically separate data, not logically partitioned.
  • No shared tenant model — nothing to leak across customers because nothing is co-mingled.
  • A security firm's product — isolation is the differentiator, treated as a feature you can sell to your own clients.
Customer A
own instance · own DB
Customer B
own instance · own DB
One versioned codebase
deployed isolated · white-labeled per customer

Connects to where your work already happens

Signals flow in, get gated for relevance, and surface only what matters.

Gmail Calendar Slack Mercury HubSpot Microsoft 365

Connector availability varies by deployment and plan.

How it works

Up and running in three steps.

From a dedicated, branded deployment to a live operation running on your own data.

  1. Deploy your instance

    We stand up a dedicated, isolated instance on its own database, white-labeled to your firm's brand and domain.

  2. Load your data

    Connect your tools and migrate your accounts, engagements, and finance. Intelligence backfills so every record arrives current.

  3. Run your ops

    Work engagements, bill clients, track margin, and ask Foundry what needs attention — all in one place, on data you own.

See TriarchCRM running your operation.

Book a walkthrough tailored to your advisory or security practice. We'll show your operation in one platform — isolated, branded, and intelligent.

Request a demo Email us a question

Or reach us directly at hello@triarchcrm.com