Enhance Your Customer Relationships and outreach with Trueform.
At TrueForm, we help businesses simplify their marketing and strengthen customer relationships through smart automation. Our all-in-one CRM makes it easy to manage leads, boost engagement, and scale your growth—effortlessly.
A Clear Path to Streamlined CRM Success
Understand
We begin by thoroughly understanding your business goals, challenges, and target audience. By diving deep into your unique needs, we tailor a CRM strategy that aligns perfectly with your vision.
Implement
Next, we bring your custom CRM solution to life. Our team ensures a smooth and efficient setup, integrating seamlessly with your existing systems, and optimizing it for maximum impact from start.
Optimize
The journey doesn't end after launch. We continuously monitor performance, gather insights, and refine your CRM to ensure it evolves with your business. Our ongoing support ensures your system.
Empower Your Business with Smart CRM Solutions
Streamlined Sales Pipeline
Track, manage, and optimize your sales processes with real-time data and clear visibility into your customer journey. Improve conversions and close deals faster.
Improved Conversions
Powerful Customer Engagement
Strengthen every connection. From automated follow-ups to personalized touchpoints, we give you the tools to keep your audience engaged and loyal.
Powerful Automations
Data-Driven Insights
Make smarter decisions with real-time analytics. We turn your CRM data into actionable insights that drive performance and growth.
Extraordinary User Experience
Manage relationships effortlessly — where smart technology and simple design work together to grow your business.
Simplifying Customer Management with Style and Precision
We deliver fully customizable CRM solutions built around your business goals, brand identity, and customer journey—perfect for businesses looking to scale or streamline operations.
Empower your agency with a CRM that unites strategy and style. From lead tracking to tailored communication, experience efficiency that looks as good as it performs.
Flexible Integration & Accessibility
Stay connected. Stay productive. Access your tools and data anytime, anywhere—with seamless integrations that keep your business moving.
Client Management Made Simple
Personalize every interaction through automation, segmentation, and intelligent system design.
Fuel growth with insights for smarter, quicker choices.
Unlock your business’s potential with a partner built for growth. Our adaptive CRM solutions evolve with you—streamlining operations and empowering your next stage of success.
⇨Effortlessly connect with the tools and platforms you already use.
⇨Turn complex data into clear insights with smart, easy-to-use tools designed for skilled teams.
⇨ Easily generate reports that help you understand results, share insights, and keep progress on track.
Always Within Reach to Support Your Growth
#1
Mail Management
Seamlessly manage customer communication with smart inbox integration, automated responses, and a centralized messaging hub.
#2
Customer Tracking
Monitor interactions, update profiles, and gain insights into behavior patterns to better nurture client relationships.
#3
Advanced Reporting
Access detailed analytics and performance dashboards to drive smarter decisions and scale your business with confidence.
FAQS
Frequently Asked Questions
Can I integrate your CRM with other tools I’m already using?
Yes, our CRM supports seamless integration with popular tools like email marketing platforms, calendars, accounting software, and third-party APIs.
Is your CRM suitable for small businesses?
Definitely. Our flexible plans and scalable features make it a perfect fit for startups, small businesses, and growing enterprises alike.
Do you offer a mobile app?
Yes, our CRM comes with a fully functional mobile app for iOS and Android, so you can manage your business on the go.
Is training or onboarding support provided?
Yes, commission fees are usually negotiable. However, it’s important to remember that lower commission fees may lead to less motivated agents or less marketing efforts.
What features does your platform offer?
Our platform includes real-time project monitoring, client interaction tracking, automated workflows, task scheduling, and advanced analytics tools designed to streamline operations.
How do I get started with your service?
Simply sign up through our website, choose your plan, and follow the setup guide. Our onboarding team will also assist you in configuring your dashboard for optimal performance.
Is my data secure on your platform?
Absolutely. We use end-to-end encryption, regular security audits, and secure cloud storage to ensure your data is always protected.
How can I contact customer support?
You can reach our support team via live chat, email, or by submitting a ticket through your CRM dashboard. We’re available 24/7 to assist you.
Choose a Package That Suits Your Workflow
Essential Plan
CRM system to track leads, clients, and conversations
Appointment scheduling & automated reminders
Real-Time Reporting & Dashboards
Custom lead-capture funnels & landing pages
$97
Per Month
Pro Plan
Scalable & Efficient
All Essential features
Pipeline & sales tracking for multiple campaigns
Advanced automation workflows and follow-up sequences
API & third-party integrations
$297
Per Month
Elite Plan
Essential Features
All Essential/Pro features
Client billing system (charge clients directly for usage or subscriptions)
Advanced CRM customization & reporting tools
Dedicated account manager
Unlimited workflows, triggers, and smart automation
$497
Per Month
Request Our Team To Reach Out To You! We’re Here to Support Your Business Journey
Contact us
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512-815-0908
Austin, Texas
Unlock your business’s true potential with a partner built for growth. Designed to evolve with you every step of the way.
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