Everything you need to know to set up your organization, invite your team, and start managing customer relationships effectively from day one.
Welcome to TrueValue CRM! This guide will walk you through everything you need to get your team up and running. Whether you are migrating from another CRM or starting fresh, we have designed the onboarding experience to be as smooth as possible.
After signing up, you will be prompted to create your organization. Enter your company name, select your industry, and choose a time zone. This information helps us customize your experience and provide relevant templates.
Navigate to the team settings and invite your colleagues by email. You can assign roles (Admin, Manager, Member) that control what each person can see and do. Invitees receive an email with a secure link to join your organization.
The CRM comes with a default sales pipeline, but you can customize it to match your workflow. Add stages, set probabilities, configure automation rules, and define the fields that matter to your business.
With your data imported and team onboarded, you are ready to go. Create your first deal, log an activity, and watch your pipeline come to life. Our in-app tour will guide you through the key features as you explore.
Need help?
Our support team is always available. Reach out through the in-app chat or email support@truevaluecrm.com.
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