Run Your Leads, Contacts & Deals
From One CRM
TrueValue Platform brings CRM, Appointments, Marketing, Site Flow, Task, PBX, HR, and Payroll together with connected workflows and consistent data visibility. Selected Products are available through Early Access, while other Products may be available through a waitlist.
Campaign Offer: Selected businesses may receive a free trial, with trial duration and onboarding criteria subject to review.
Join 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 Current TrueValue Platform Product Ecosystem
Selected Products are available through Early Access, while other Products may be available through a waitlist.
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: Helps teams manage leads, contacts, companies, deals, activities, follow-ups, customer records, documents, and sales workflows in one connected Product.
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 Together
Connected Products designed to work together. Selected Products are available through Early Access, while other Products may be available through a waitlist.
CRM
Manage leads, contacts, companies, deals, and sales workflows in one connected Product.
Follow-up Alerts
Automatic notifications when it is time to call or 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.
Site Flow
Manage website forms, blogs, FAQs, newsletters, and public website workflows.
Anti-Spam Forms
Create secure capture forms with recaptcha/honeypots synced directly to CRM.
Content & Careers Board
Publish optimised blog articles and list job positions connected to HR.
Embeddable Web Widgets
Sync external reviews, display FAQ content, and manage website widgets.
Appointments
Manage booking links, availability, reminders, and appointment lifecycle actions.
Public Booking Links
Create unique shareable booking links for your customers.
Availability Calendars
Instantly reserve slots once a client picks a time.
Reminders
Send automated email notices to both parties once confirmed.
Task
Create, assign, track, and complete work with checklists, approvals, and SLA tracking.
Task Assignees
Assign individual checklist cards to specific team members.
Progress Columns
Drag cards as they progress from "To Do" to "Done".
Checklists & SLAs
Break down larger tasks into simple sub-checklists.
PBX
Manage calling, extensions, routing, queues, and call visibility for your business.
Extensions & Availability
Configure extensions with custom availability calendars.
Smart Call Routing
Direct calls through inbound route rules, ring groups, and queues.
Call Logs & Recordings
Record conversations, search logs, and track call activity.
Marketing
Plan, manage, track, and automate campaigns with consent and CRM-connected workflows.
Campaign Builder
Create campaigns with templates and audience targeting.
Consent & Attribution
Track opt-in consent and attribute leads to campaigns.
CRM Integration
Connect campaign activity to leads and follow-up workflows.
HR
Manage employees, attendance, leave, recruitment, onboarding, and HR reports.
Employee Directory
Keep staff contacts, job roles, and files safe in one portal.
Attendance & Leave
Organise team attendance, leave requests, and availability.
Onboarding
Know who is active, on leave, or in onboarding with status badges.
Payroll
Manage salary structures, pay runs, payslips, and payroll reporting.
Pay Runs
Review total payout, tax deductions, and pay run progress.
Digital Payslips
Generate and review digital payslips for employees easily.
Payroll Reporting
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
Trial Access for Selected Businesses
Selected businesses may receive trial access after a product demo and guided onboarding approval.
Guided Product Demo
A quick, personalised walkthrough of the system customised for your business.
Basic Onboarding Support
Our team will assist you in transferring your initial spreadsheets.
Feedback Priority
Share feedback on approved Products to help prioritise improvements.
Early Programme Access
Selected businesses may access approved Products before public registration opens.
Collaborate on Product Improvements
Work with our team to prioritise 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 may receive trial access with guided onboarding support.
Frequently Asked Questions
Everything you need to know about the TrueValue Early Access Program.