Run the whole business in one place.
Triad Core is one platform for quotes, orders, purchasing, stock, invoices, customers, people and projects, with your email beside every record and Triad AI to do the typing.
We set it up with you. Accounts are by invitation: your company adds you, then you sign in with your email or with Google.
An assistant that does the work, not just the talking.
Triad AI is built into every screen. It knows your setup and the page you are on, reads your documents and email, and prepares the work for you.
- Drafts quotes, orders and invoices from one sentence
- Turns supplier and customer emails into documents
- Compares supplier offers and builds the quote from the best ones
- Answers questions about your figures in plain words
- Helps you set up: explains how your setup works and where to change it
- Shows every change first: nothing happens until you confirm
- Works in English, Hebrew and Korean
Shaped to the way your business works.
Start from a template for your type of business, then rename, add fields and change steps in Settings. No code, no waiting for a developer.
Less clicking. More done.
The work your team does every day, in one place, with the small things handled for them.
Triad AI that does the typing
Ask in plain words: draft a quote, read a supplier email into an offer, fill lines, find a document. It shows what it will do; nothing changes until you confirm.
Supplier offers side by side
Send one request to many suppliers and compare their answers line by line: price, lead time, what they offer instead. Make the quote from the best ones.
Stock that tells you what to buy
Stock by location, what is reserved and on order, and suggestions for what to reorder and from whom.
Figures you can trust
Sales, margin, purchasing, stock and what customers owe, counted from your own documents and explained in plain words.
Email beside the record
Connect Gmail or Microsoft 365. Read, file and send mail from the customer, supplier or order it belongs to.
Change it in Settings, not code
Your own names, fields, steps, approvals, roles and printed papers. Every change is checked, previewed and can be taken back.
Why Triad Core is different.
We move you from your old system.
Excel, an old ERP or another tool: we bring your customers, items and documents across and check them before you rely on them.
- Map your dataWe read your existing data and match it to Triad Core: customers, items, prices, documents and notes.
- Check every recordAn automatic check compares what came over with the source and lists anything that differs.
- Run side by sideManaged plans keep the old system in step while your team gets used to Triad Core.
- Switch when readyYour team moves over with training videos for each role and a contact who knows your setup.
Secure, private and in your language.
- Two-step sign-in and single sign-on for your company
- Every change kept in an audit trail
- Each company's data kept apart at the database level
- Daily backups and every update included
- Roles decide who sees prices, costs and salaries
- Private notes and files only their author sees
Every screen in English, Hebrew and Korean
Each person picks their own language. Hebrew reads right to left, dates and numbers follow the reader.
Book a demo
Tell us how your business works. We show you Triad Core set up for it and answer every question.
- A walk-through shaped to your business
- A plan and price for your size
- How we bring your data over
Your email, inside Triad Core
Connect your Gmail or Microsoft 365 and use your email inside Triad Core: pick conversations and attach them to the customer, supplier or order they belong to. Optional, and you can disconnect at any time.
Read more about Google data in Triad Core
Connecting a Google account is optional. If you choose to connect it under Communication, Mailboxes, Triad Core asks Google for permission to read your emails and attachments so they show in the Triad Core inbox and can be filed on the customer, supplier, order or deal they belong to, to send the emails you write in Triad Core from your own address, and to read the events of your own Google Calendar so meetings can be logged on the customers they involve. Triad Core never changes, labels or deletes anything in your mailbox or calendar.
Your Google data is used only for these features. It is not used for advertising, not sold and not used to train AI models. People at Triad Global do not read it except as the privacy notice allows.
You can disconnect at any time in Triad Core, which revokes its access and deletes the emails nobody filed on a record, or remove access in your Google account.
Triad Core's use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. Google API Services User Data Policy
How Triad Core handles Google user data · Privacy notice · Terms of use