Trinity One · Keystone CRM

The customer record that knows everything your business knows.

Keystone is the AI-native CRM at the spine of Trinity One — every Forge engagement, every Cadence touch, every Meridian project, all rolled into one record.

5 products on one spine · Claude-native co-pilot · One bill. One identity. One record.

One record. Five products of context.

Most CRMs hold what you typed in. Keystone holds what your whole business knows — because every Trinity One product writes directly into the same customer record. Open Acme Industries and you see the open audit from Forge, the last touch from Cadence, the active retainer from Meridian, and the customer-health score from Beacon. Without integrations to maintain.

Acme Industries
Overview Suite 360 Deals Activities
Forgelive
2 open audits · last scoped 14d ago
Cadencelive
14 touches this quarter · 3 inbound
Meridianlive
3 active projects · retainer healthy
Beaconlive
Health: 84 · trending up

How the suite works →

Claude lives inside every record.

Three AI surfaces, each tuned to its job. Record Chat for the questions you'd ask an analyst. Deal Scoring for the read you'd ask a sales manager. Email Triage for the inbox you wish you didn't have.

Record ChatSonnet 4.6

Ask the record anything.

Full context cached: related rows, last 30 activities, last 20 emails for contacts. Answers in seconds. Doesn't hallucinate the columns you didn't fill in.
Deal ScoringOpus 4.7

A read on every deal, every cycle.

Background worker scores open deals continuously. Writes the score and the risk flags right into the record. Audit-critical work gets the audit-critical model.
Email TriageSonnet 4.6

Inbox that triages itself.

Every inbound email tagged intro / objection / buying signal / scheduling / churn risk / unrelated. Draft replies for the four reply-worthy intents, waiting in your inbox queue.

See how the AI works →

Everything you'd want from a CRM. Then a spine.

Suite-native doesn't mean half-finished CRM. Keystone ships every surface a services SMB needs to run pipeline — built native to the suite, not bolted on.

Companies
Search, custom fields, ownership.
Contacts
Auto-linked to email + calendar.
Deals + Pipeline
Multi-pipeline kanban, drag to stage.
Inbox
AI suggestions, Accept / Dismiss.
Tasks
Cross-entity, overdue highlighting.
Reports
Status rollups, pipeline by stage.

Tour the product →

Not for everyone.

Keystone is sold as part of Trinity One. If you don't run the suite, you want a different CRM — and we'll tell you which one. The whole product only makes sense if Forge, Cadence, Meridian, or Beacon is writing into the spine. Otherwise you're paying for the spine without the parts.

Compare suite-native vs standalone →   See the suite →

Ready to see it run on your business?

Book a Keystone walk-through