Transform Your Sales Process
with TruCRM
Streamline your entire sales pipeline from lead generation to closing deals. Manage customers, track opportunities, and boost team productivity all in one place.
Lead Management
Capture and nurture leads effectively
Opportunity Tracking
Track sales opportunities through the pipeline
Campaign Management
Seamlessly campaign setup directly from CRM
Customer Management
Complete 360° view of your customers
Activity Management
Organize and track all sales activities
Team Collaboration
Work together seamlessly as a team
Quotations Management
Create and Manage sales Quotations
Reports & Analytics
Gain insights with powerful sales funnel and analytics
Seamless Email Communication Management
Connect your email accounts and communicate with leads and customers directly from True CRM. Track all conversations in one centralized platform.
Easy Email Setup
Connect Gmail, Outlook, or any IMAP/SMTP email account in minutes.
Send Emails from CRM
Compose and send personalized emails with templates and automated follow-ups.
Track Email Activity
Monitor opens, clicks, and replies. Get real-time notifications.
Capture & Manage Leads Effortlessly
Capture leads and score them automatically, and nurture them through your sales pipeline with intelligent workflows.
Multi-Channel Lead Capture
Capture leads from web forms, email, social media, and manual entry.
Automatic Lead Scoring
AI-powered scoring helps prioritize the most promising leads.
Smart Lead Assignment
Automatically assign leads to the right sales reps based on territory.
Lead Nurturing Campaigns
Create automated email sequences to nurture leads through the funnel.
Lead Pipeline
Real-timeTrack Every Opportunity to Closing
Visualize your sales pipeline, forecast revenue accurately, and never miss a deal. Track opportunities from first contact to closed-won.
Visual Pipeline Management
Drag-and-drop interface to move deals through stages.
Revenue Forecasting
Predict future revenue with AI-powered forecasting.
Deal Stage Tracking
Customize stages to match your sales process.
Deal Health Alerts
Get notified about at-risk deals immediately.
Complete 360° Customer View
Store all customer information in one place. Access contact details, interaction history, preferences, and purchase records instantly.
Unified Customer Profiles
Centralized database with complete customer information.
Interaction History
Timeline of every call, email, meeting, and transaction.
Document Management
Store contracts and proposals attached to customer records.
Customer Segmentation
Segment customers by value, industry, or behavior.
Keep Your Sales Team Organized & Productive
Manage all sales activities, schedule meetings, set reminders, and ensure nothing falls through the cracks.
Unified Calendar
View all meetings, calls, and tasks in one calendar. Sync with Google Calendar and Outlook.
- Team calendar sharing
- Meeting scheduling
- Calendar sync
Task Management
Create, assign, and track tasks. Set priorities and due dates. Get automated reminders.
- Task automation
- Priority levels
- Task templates
Smart Reminders
Never miss a follow-up. Get intelligent reminders based on customer engagement.
- Automatic follow-ups
- Email & push alerts
- Custom reminders
Todays Activity Dashboard
See what needs to be done today. Prioritize activities and manage your time effectively.
Create Professional Quotations & Sales Orders
Generate branded quotes in seconds, track their status, and convert them to sales orders with a single click.
Quick Quote Generation
Create professional quotes with your branding.
Dynamic Pricing & Discounts
Apply volume discounts and custom terms.
E-Signature Integration
Send quotes for electronic signature.
Quote to Order Conversion
Convert approved quotes to sales orders instantly.
Make Data-Driven Decisions with Powerful Analytics
Get real-time insights into your sales performance. Track KPIs, analyze trends, and generate custom reports.
Sales Dashboard
Custom Reports
Forecasting
Comprehensive Analytics Suite
Performance Tracking
Monitor individual and team performance metrics.
Advanced Filtering
Slice and dice data by any field or criteria.
Scheduled Reports
Automated reports delivered to your inbox.
Export & Share
Export to PDF, Excel, or CSV instantly.
Ready to Transform Your Sales Process?
Join thousands of sales teams who have increased their productivity and closed more deals with TruCRM.