Essential Plan
Perfect for small businesses or solo entrepreneurs ready to automate and grow.
Everything you need to start capturing leads, booking clients, and streamlining your business.
-Custom lead-capture funnels & landing pages
-CRM system to track leads, clients, and conversations
-Appointment scheduling & automated reminders
-Unlimited contacts and users
-Email & SMS marketing automation
-Basic reporting dashboard
-Review & reputation management setup
-Dedicated onboarding and setup support
Pro Plan
Ideal for growing brands that want to scale with more automation and control.
Get everything in the Starter plan plus powerful tools to manage multiple locations or brands:
-All Starter features
-Unlimited accounts/locations under one dashboard
-Branded client portal (your business name, your domain)
-Advanced automation workflows and follow-up sequences
-Pipeline & sales tracking for multiple campaigns
-API & third-party integrations
-Priority customer support
-Detailed analytics & performance insights
-Monthly optimization sessions
-Dedicated onboarding and setup support
Elite Plan
Built for businesses and agencies ready to dominate their market.
Turn your system into your own branded software solution — generate new revenue streams while automating everything.
Features:
-All Essential/Pro features
-Full white-label system (your branding on desktop & mobile app)
-Client billing system (charge clients directly for usage or subscriptions)
-Advanced CRM customization & reporting tools
-Automated review and referral campaigns
-Unlimited workflows, triggers, and smart automation
-Resellable software access (create your own plans & pricing)
-Dedicated account manager
-Priority onboarding & VIP support
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
Empower Your Business with Smart CRM Solutions
Sales Pipeline Management
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
Customer Engagement Tools
Automate follow-ups, segment contacts, and deliver personalized experiences that build lasting customer relationships—all in one platform. This Is more efficient.
Powerful Automations
Analytics & Reporting
Make informed decisions with intuitive dashboards, performance metrics, and custom reports that help you measure success and identify growth opportunities.
Extraordinary UX
Our Mission
Simplifying Customer Management with Style and Precision
We provide fully customizable CRM experiences that align with your business goals, brand voice, and client journey—whether you're scaling up or streamlining operations.
Enhance your agency’s efficiency with tools that combine functionality and finesse. From lead tracking to personalized communication, our CRM delivers precision without sacrificing style.
Flexible Integration & Accessibility
Seamlessly connect your favorite tools and access your data anywhere—anytime—for uninterrupted productivity.
Client Management Made Simple
Deliver personalized customer experiences through automation, segmentation, and smart setup.
Unlock your business’s true potential with a partner built for growth. Designed to evolve with you every step of the way.
Support
© Trueform Agency/ Austin Texas} - All Rights Reserved.