Getting Started with TrueValue CRM: A Complete Guide
Everything you need to know to set up your organization, invite your team, and start managing customer relationships from day one.
Welcome to TrueValue CRM! This guide walks you through everything you need to get your team up and running.
Step 1: Create Your Organization
After signing up, enter your company name, select your industry, and choose a time zone. This helps us customize your experience.
Step 2: Invite Your Team
Navigate to team settings and invite colleagues by email. Assign roles (Admin, Manager, Member) that control access.
Step 3: Import Your Data
- CSV/Excel import for contacts, companies, and deals
- Direct migration from popular CRM platforms
- API-based import for custom sources
- Duplicate detection and merge during import
Need help?
Our support team is always available via in-app chat or email support@truevaluecrm.com.
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