Run Your Leads, Contacts & Deals
From One CRM
TrueValue CRM helps growing teams manage leads, customers, sales follow-ups, tasks, and team activity from one organized workspace.
Campaign Offer: First 100 selected businesses may receive 90 days of free Enterprise access after a quick product demo and guided onboarding approval.
Our team will review your application and contact selected businesses for a quick demo.
Apply for Early Access
Still Managing Leads and Follow-ups Manually?
Many growing businesses lose time because customer information is scattered across calls, WhatsApp, spreadsheets, and team notes.
Scattered Client Info
Leads and contact details are scattered across WhatsApp, personal phone call logs, notebooks, and spreadsheets.
Untracked Telephony
Incoming calls fail to route properly to employee extensions, leaving managers with no call queues, logs, or recordings.
Disconnected Websites
Public contact forms, customer reviews, blog updates, and booking slots are completely disconnected from your internal CRM and HR.
Tedious Mass Emailing
Sending promotional or welcome emails manually one-by-one is slow, and bulk mailings get flagged as spam.
Scattered Employee Details
Hard to access emergency contacts, keep track of job roles, or monitor who is currently on vacation or leave.
Manual Calculation Math
Calculating wages, benefits, and deductions manually in spreadsheets is slow and highly prone to expensive errors.
Back-and-Forth Booking
Wasting hours sending texts and emails trying to find a meeting time slot that works for both sides.
Forgotten Work Checklists
Tasks and client follow-ups fall through the cracks because daily duties are not visual or assigned to anyone.
Explore the TrueValue Early Access Platform
Apply for Early Access to our core products today, or join the Waitlist for upcoming tools in development.
Inquiry for CRM Setup
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Send guided demo invite
Track every lead and customer deal without losing a conversation.
What it is: A digital filing cabinet and status tracker for your sales pipeline, making sure every inquiry is handled.
Customer details, deal values, and notes get lost in personal notebooks, WhatsApp chats, and scattered files.
One central board where your entire team sees who is active, how much a deal is worth, and what the next step is.
Follow-up Alerts
Get automatic notifications when it is time to call or email a lead back.
Visual Kanban Pipeline
Drag and drop deals from "New Leads" to "Paid" to track progress visually.
Central Client History
Store phone numbers, emails, and past call logs in one profile card.
TrueValue Platform Brings Your Entire Workflow Into One Place
Eight powerful products designed to work together, replacing separate expensive tools with a unified platform.
TrueValue CRM
Track every lead and customer deal without losing a conversation.
Follow-up Alerts
Automatic notifications when it is time to call/email a lead.
Kanban Pipeline
Drag and drop deals from "New Leads" to "Paid" visually.
Client History
Store phone numbers, emails, and past call logs in one profile.
TrueValue SiteFlow
Website management & content operations hub for public forms, blogs, and widgets.
Anti-Spam Forms
Create secure capture forms with recaptcha/honeypots synced directly to CRM.
Content & Careers Board
Publish SEO blog articles and list job positions connected to HR.
Embeddable Web Widgets
Sync external Google reviews, display FAQ products, and run chatbots.
TrueValue Appointment
Let clients book appointments directly on your schedule.
Scheduling Links
Create unique shareable booking links for your customers.
Auto Booking
Instantly reserve slots in your calendar once a client picks a time.
Confirmation Alerts
Send automated email notices to both parties once confirmed.
TrueValue Task
Assign tasks and track checklist progress across your team.
Task Assignees
Assign individual checklist cards to specific team members.
Progress Columns
Drag cards as they progress from "To Do" to "Done".
Action Checkboxes
Break down larger tasks into simple sub-checklists.
TrueValue PBX
Enterprise virtual IP-PBX managing lines, extensions, routing, and logs.
Extensions & Availability
Configure 200-599 extensions with custom availability calendars.
Smart Call Routing
Direct calls through inbound route rules, ring groups, and queues.
Call Logs & QA
Record conversations, search transcripts, and track scorecards.
TrueValue Marketing
Send mass emails and set up automated customer sequences.
Email Builder
Write newsletters easily using clean, readable templates.
Automated Sequences
Set up welcome sequences that trigger automatically for new leads.
Campaign Insights
Track open rates, link clicks, and subscriber conversion metrics.
TrueValue HR
Manage employees, job roles, and staff directory profiles.
Employee Directory
Keep staff contacts, job roles, and files safe in one portal.
Department Groups
Organize team members into sales, engineering, or care teams.
Status Tracking
Know who is active, on vacation, or on leave with status badges.
TrueValue Payroll
Track monthly salaries, deductions, and payslip runs.
Monthly Salary Run
Review total payout, tax deductions, and progress bars.
Digital Payslips
Generate and review digital payslips for employees easily.
Expense Overview
Clear summaries of base earnings vs deductions for reports.
* Additional advanced products may be available based on platform readiness.
What Selected Early Access Businesses Receive
90 Days Free Enterprise Access
Selected businesses receive 90 days of free Enterprise tier access.
Guided Product Demo
A quick, personalized walkthrough of the system customized for your business.
Basic Onboarding Support
Our team will assist you in transferring your initial spreadsheets.
Feedback Priority
Shape the roadmap of upcoming tools with direct feedback requests.
Skip the Public Queue
Get setup and running before the platform opens to public registrations.
Collaborate on Future Features
Work with our team to prioritize features that help your workflow.
Safe Note: Early access is available for selected businesses after demo and onboarding approval. Access may depend on business fit, product readiness, and onboarding capacity.
How the Early Access Program Works
Form submission does not mean automatic access. We review and approve select businesses systematically.
Apply
Submit your business details and requirements through the application form.
Review
Our team reviews your submissions to evaluate business eligibility fit.
Demo
Selected eligible businesses are contacted for a quick 10-minute product demo.
Onboarding
Approved businesses receive 90 days of Enterprise access with guided help.
Apply for TrueValue CRM Early Access
Fill the form below. Our team will review your details and contact selected businesses for demo and onboarding.
Frequently Asked Questions
Everything you need to know about the TrueValue Early Access Program.