Select, filter, and update thousands of contacts, deals, or tasks at once with our new bulk operations toolbar.
Updating records one by one does not scale. Whether you need to reassign 500 contacts, change the stage of 200 deals, or tag 1,000 tasks — bulk operations lets you do it in seconds.
All bulk operations run as background jobs with progress indicators so you can keep working while they complete.
Today we are launching TrueValue CRM, a comprehensive platform that brings together CRM, marketing automation, payroll, appointments, and more into a single unified suite.
We completely redesigned the TrueValue dashboard to give you a real-time, cross-module view of your business metrics in one place.
Announcing the TrueValue mobile app for iOS and Android — full CRM, appointments, and task management with offline-first architecture.