Maxwell T. · ActivityIllustration
Call loggedPBX
Meeting bookedAppointments
Deal moved to ProposalCRM
Task assignedTask
One record per customer
See calls, meetings, deals and tasks from other Products on the same customer record.
TrueValue CRM
Bring customer relationships and sales work together.
CRM
Manage customer and sales operations across leads, contacts, accounts, deals, follow-ups and reporting.
Smart Assistant
Which deals need a follow-up?
AI3 deals need attention today. Owners have been notified.
Automations
Auto-assign new leads
Follow-up reminders
Pipeline · Deal Stages
Enterprise Expansion Deal₹45.2L · Won
SaaS Inbound Solution Demo₹12.0L · Contract
High-Priority Lead Follow-upToday 3:00 PM
Active Team
ARSM+8
4 owners online
Works with
Start with your requirements
Bring the work.
Bring the questions.
Review what your team needs from TrueValue CRM.
Bring every customer interaction into one record, so marketing, sales, and service work from the same information.
Helpful to bring along: a list of your current sales stages, sample contact or lead fields, and any spreadsheet or software you currently use. Nothing else is required.
In this Product
What the work covers.
Manage customer and sales operations across leads, contacts, accounts, deals, follow-ups and reporting.
See what CRM includesEmailSMSWhatsApp
Logged in CRM
Multi-Channel
Email, SMS, and WhatsApp conversations, with consent, logged directly in CRM.
All touchpoints
4,820matching contacts
LeadQualifiedEnterprise
Audiences & Pipeline
Segments built from live CRM data, so the right team reaches the right lead.
Live from CRM
Lead capturedWait 1 daySend WhatsAppTask for sales
Workflows
Automated steps that follow each contact and hand them to sales at the right moment.
Triggers and follow-ups
Delivered 97%Replied 22%
Operations
Approvals, how fast deals move, quotas, and conversion reports in one place.
Approvals and reports
Features & Capabilities
Keep every deal and customer relationship moving.
Follow each customer from the first enquiry to the closed deal and beyond, in one shared workspace.
PipelineIllustration
Open deals46
Follow-ups18
Won12
Pipeline at a glance
See open deals, follow-ups due and where the money sits, without building a report.
1Lead captured
2Assigned to owner
3Follow-up scheduled
4Deal won
Lead to deal, step by step
New leads are assigned, followed up and tracked until the deal closes.
DealsIllustration
Qualified
Riya S.Owner: R. S.
Acme LtdDue Fri
Proposal
Nova Co.Due Fri
Won
Kite & Co.Linked
Deals by stage
Drag deals through stages and see what needs attention today.
1Missed call logged
2Task created
3Owner reminded
Nothing slips after a missed call
A missed call becomes a task with an owner, automatically.
From enquiry to deal
How CRM Works
From the first enquiry to a closed deal, every step stays connected in one place.
01
Capture Lead
Bring in enquiries from website forms, campaigns, calls, and messages as new leads.
Website formCampaignCallsMessages
RS
Riya SharmaWebsite form · just now
NEWLead · NewLeads · WhatsApp
02
Manage Contact
Keep every contact, account, and conversation together in one complete record.
RS
Riya SharmaNorthwind Traders
Emailriya@northwind.co
Phone+91 98•••• 4210
OwnerAarav Kapoor
ContactContacts · Companies
03
Follow Up
Assign tasks and reminders so the right person acts at the right moment.
Call Riya SharmaToday 3:00 pm
Reminder sent to AaravWhatsApp
Follow-up dueActivities · Sequences
04
Track Sales
Move deals through pipeline stages and report on progress and conversion.
QualifyDiscoverProposeWon
Northwind Traders₹2.4M
Deal wonDeal · WonSales · Insights
One record follows the customer from first enquiry to closed deal, so nothing is typed in twice or lost.
Targeted Audiences
Who It's For
The teams that can use CRM in their day-to-day work.
Targeted Users
Sales Closers & Reps
Follow up on leads sooner, track deal progression, and close opportunities faster with AI-assisted email drafts and lead scoring.
Sales Leaders & Managers
Gain complete pipeline visibility, track team quota achievement, and forecast quarterly revenue without manual spreadsheet reports.
Marketing & Demand Gen
Track lead attribution from campaigns straight to closed deals to see which audience channels yield the highest return on investment.
Account & Success Teams
Access complete customer conversation history, renewals, and activity timelines to nurture long-term client retention.
PROBLEM & SOLUTION
Close More Deals,With Total Relationship Clarity
Sales teams lose deals when contact histories are trapped in inboxes, follow-ups fall through the cracks, and managers lack pipeline visibility. TrueValue CRM unites every customer touchpoint into one actionable timeline.
The Challenge
Leads and contact histories are scattered across disparate inboxes and spreadsheets
The Solution
A unified contact record centralizes email threads, notes, call logs, and customer timelines in one place
The Challenge
Promising deals stall and follow-ups are forgotten without structured pipeline stages
The Solution
Visual drag-and-drop deal stages with automated follow-up reminders ensure no opportunity is dropped
The Challenge
Sales managers lack real-time visibility into quota pacing and forecast accuracy
The Solution
Instant pipeline analytics and conversion rate metrics deliver accurate revenue forecasts without manual reporting
The Challenge
Reps waste hours manually logging data instead of actively selling and engaging buyers
The Solution
Automated email sync, activity tracking, and quick note templates give reps hours back every week
The Challenge
Handing over won deals to onboarding and service teams leads to duplicate communication
The Solution
Cross-platform records pass full account context directly to appointments, billing, and task teams
The Challenge
Customer histories vanish when sales reps transition or change territories
The Solution
Company-owned institutional data stays secure, searchable, and instantly transferable to incoming reps
Explore
See how CRM fits your work.
- 01
Explore TrueValue CRM
See how CRM helps manage customers, leads and sales.
- 02
Choose what you’d like to discuss
Select the topics you want to review on this Product.
TRUEVALUE
Connect your CRM operations
Follow each customer from first enquiry to closed deal and beyond in one shared system.
Key capabilities included:
- Single shared customer record for contacts, leads & deals
- Visual drag-and-drop sales stage pipelines
- Automated lead intake, routing and owner assignment
- Connected call, email and WhatsApp message history
New to TrueValue?
Run connected business operations on one Platform, with Products designed to work together.
Before you begin
Your questions,
answered.
How does TrueValue CRM organize leads, contacts, and accounts?
Every customer interaction, deal stage, email, call, and note is unified in a single chronological record accessible by sales, marketing, and customer support.
Can we customize pipeline stages, closing dates, and win probabilities?
Yes, build drag-and-drop sales pipelines tailored to your sales process, complete with weighted deal values, expected closing dates, and milestone stages.
How does AI assist sales reps during daily follow-ups?
AI analyzes conversation context to suggest next best actions, draft personalized follow-up emails, score lead quality, and summarize meetings.
Can calls, emails, and WhatsApp messages be logged automatically?
Inbound and outbound communications through connected email, PBX telephony, and WhatsApp sync automatically to the customer timeline without manual entry.
What sales performance dashboards and revenue forecasts are available?
Access real-time conversion velocity, individual sales rep quotas, lost reason trends, and quarterly revenue forecast projections.
Take the next step
Continue with CRM.
Compare this Product with the rest of the catalogue, or open pricing when you are ready.