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ease
features
design
support

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Description

Oversee your company's sales prospects and opportunities effectively by allocating leads to your sales personnel for timely follow-ups, enabling them to log all their activities and observations. Quickly prepare quotes for clients with the help of our comprehensive pricing database or by integrating data from other takeoff software for line items. Create visually appealing proposals for your bids seamlessly using our integrated proposal generator. Additionally, monitor all ongoing bids and associated documents within our Bids module to ensure your team never overlooks any impending deadlines. Replace the traditional whiteboard with our versatile, customizable calendar and scheduling tools to streamline your planning process. Effortlessly manage all resources and share schedules with field teams through our TRUE Field app. Oversee your contract jobs effectively by utilizing our Contracts workflow. Keep a close check on your budget by tracking your Schedule of Values for larger projects, allowing for better financial oversight and planning. This comprehensive approach ensures that your sales and project management processes are efficient and well-coordinated.

Description

Maximize efficiency by accessing the data you've gathered within your CRM system without needing to re-enter it! Utilize third-party synchronization to seamlessly integrate a quote into your sales management platform directly from the opportunity sheet of your customer management software, establishing a clear connection between opportunity statuses and quote statuses. Additionally, the General Data Protection Regulation (GDPR) seeks to create a unified framework for data protection across Europe, reflecting advancements in technology. Understanding your prospects and clients is crucial for effective follow-up and business growth. With your CRM software, you can archive all commercial interactions, including emails, phone calls, and letters. This allows you to track the progress of sales opportunities and design targeted marketing initiatives that resonate with your audience. By leveraging these tools, you can enhance your overall business strategy and improve customer relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Agicap
My DSO Manager
OrderScan
Smart Inventory Manager

Integrations

Agicap
My DSO Manager
OrderScan
Smart Inventory Manager

Pricing Details

$29 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

TRUE

Founded

2012

Country

United States

Website

www.constructtrue.com

Vendor Details

Company Name

ebp

Founded

1984

Country

France

Website

www.ebp.com/logiciel-crm

Product Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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