List of Kubo Trinity Suite Customers
São Paulo, 04601-070,
Brazil
Since 2010, our global team of researchers has been studying Kubo Trinity Suite customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Kubo Trinity Suite for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Kubo Trinity Suite for CRM include: Tips Tecnologia, a Brazil based Communications organisation with 775 employees and revenues of $194.0 million, Roberto Faria, a Brazil based Professional Services organisation with 140 employees and revenues of $27.0 million, Prime Eagle, a Brazil based Manufacturing organisation with 80 employees and revenues of $22.0 million and many others.
Contact us if you need a completed and verified list of companies using Kubo Trinity Suite, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Prime Eagle | Manufacturing | 80 | $22M | Brazil | Kubo Productivity | Kubo Trinity Suite | CRM | 2024 | n/a |
In 2024, Prime Eagle implemented Kubo Trinity Suite to unify sales and client data across its Brazil operations. The deployment used the CRM module of Kubo Trinity Suite and was provisioned as a SaaS deployment that went live in 2024 according to the vendor testimonial.
The implementation centered on core CRM capabilities, including unified customer and account records, pipeline and opportunity tracking, and consolidated sales visibility to support faster decision-making. Kubo Trinity Suite CRM was configured to provide real-time opportunity tracking and to centralize client interactions for sales and account management teams.
Operational coverage focused on Brazil commercial operations, with the system adopted by sales and client-facing functions to standardize opportunity workflows and reporting. The SaaS architecture provided a cloud-hosted application layer for user access and centralized data, while the project emphasized data unification to remove fragmented client information.
Governance measures accompanied the rollout to enforce consistent opportunity stages and access controls, aligning sales processes and enabling faster decision cycles. Reported outcomes from the implementation include real-time opportunity tracking and accelerated decision-making for Prime Eagle in Brazil as stated by the vendor.
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Roberto Faria | Professional Services | 140 | $27M | Brazil | Kubo Productivity | Kubo Trinity Suite | CRM | 2024 | n/a |
In 2024, Roberto Faria Sociedade de Advogados implemented Kubo Trinity Suite as a CRM to consolidate case management and to automate legal document workflows. The firm adopted Trinity ADV functionality to integrate VoIP and WhatsApp for telephony and client messaging, with an estimated 2024 SaaS go live based on the vendor quote, aiming to improve productivity and deadline management.
The deployment focuses on core legal CRM capabilities, including centralized matter and case management, document automation and templating, docketing and deadline tracking, and communications logging tied to client records. Kubo Trinity Suite was configured to support workflow automation across intake, matter progression, and document generation, aligning legal-process steps with case lifecycle states.
Integrations center on telephony and messaging, the vendor testimonial cites active use of Trinity ADV and VoIP integration and WhatsApp connectivity to capture calls and messages within matter records. The implementation was delivered as a cloud SaaS deployment in Brazil, and the integration architecture emphasizes captured communications and legal-process instrumentation feeding the CRM matter timeline.
Operational scope covers firm legal teams and case handlers across Roberto Faria Sociedade de Advogados, with governance focused on centralized matter records, standardized routing and approval workflows, and role based access controls to manage document and deadline ownership. The vendor cited legal-process and telephony integration usage as part of the rollout, and the configuration supports improved deadline management and productivity objectives stated by the firm.
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Tips Tecnologia | Communications | 775 | $194M | Brazil | Kubo Productivity | Kubo Trinity Suite | CRM | 2024 | n/a |
In 2024, Tips Tecnologia implemented Kubo Productivity's Kubo Trinity Suite as a SaaS CRM to centralize customer interactions and improve lead follow-up. The deployment was focused on CRM and sales automation across Brazil and is reported to have gone live in 2024 based on the vendor testimonial.
Kubo Trinity Suite was configured to deliver core CRM capabilities, including contact and account management, opportunity tracking, and automated lead routing and follow-up workflows. Tips used Kubo Trinity Suite CRM modules to standardize pipeline stages and activity tracking, aligning sales automation functionality with commercial team processes.
The SaaS CRM implementation targeted sales and customer success functions across Brazil and established centralized customer record management and lead follow-up processes. According to the vendor, the deployment increased client retention and improved sales visibility in Brazil, and governance adjustments focused on consolidating customer data and formalizing cross-team follow-up workflows.
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