Capture and nurture leads effectively
Track sales opportunities through the pipeline
Seamlessly campaign setup directly from CRM
Complete 360° view of your customers
Organize and track all sales activities
Work together seamlessly as a team
Create and Manage sales Quotations
Gain insights with powerful sales funnel and analytics
Connect your email accounts and communicate with leads and customers directly from True CRM. Track all conversations in one centralized platform.
Connect Gmail, Outlook, or any IMAP/SMTP email account in minutes.
Compose and send personalized emails with templates and automated follow-ups.
Monitor opens, clicks, and replies. Get real-time notifications.
Capture leads and score them automatically, and nurture them through your sales pipeline with intelligent workflows.
Capture leads from web forms, email, social media, and manual entry.
AI-powered scoring helps prioritize the most promising leads.
Automatically assign leads to the right sales reps based on territory.
Create automated email sequences to nurture leads through the funnel.
Visualize your sales pipeline, forecast revenue accurately, and never miss a deal. Track opportunities from first contact to closed-won.
Drag-and-drop interface to move deals through stages.
Predict future revenue with AI-powered forecasting.
Customize stages to match your sales process.
Get notified about at-risk deals immediately.
Store all customer information in one place. Access contact details, interaction history, preferences, and purchase records instantly.
Centralized database with complete customer information.
Timeline of every call, email, meeting, and transaction.
Store contracts and proposals attached to customer records.
Segment customers by value, industry, or behavior.
Manage all sales activities, schedule meetings, set reminders, and ensure nothing falls through the cracks.
View all meetings, calls, and tasks in one calendar. Sync with Google Calendar and Outlook.
Create, assign, and track tasks. Set priorities and due dates. Get automated reminders.
Never miss a follow-up. Get intelligent reminders based on customer engagement.
See what needs to be done today. Prioritize activities and manage your time effectively.
Generate branded quotes in seconds, track their status, and convert them to sales orders with a single click.
Create professional quotes with your branding.
Apply volume discounts and custom terms.
Send quotes for electronic signature.
Convert approved quotes to sales orders instantly.
Get real-time insights into your sales performance. Track KPIs, analyze trends, and generate custom reports.
Monitor individual and team performance metrics.
Slice and dice data by any field or criteria.
Automated reports delivered to your inbox.
Export to PDF, Excel, or CSV instantly.
Join thousands of sales teams who have increased their productivity and closed more deals with TruCRM.
