New leads
0
18.4%
vs prior period
One connected platform for every customer journey
Your entire growth operation. One connected pipeline.
Capture leads, centralize conversations, automate follow-up, book appointments, manage opportunities and track revenue from one unified command center—without stitching together disconnected tools.
Unified customer record
Automated next steps
Revenue attribution
Customer Pipeline
Live operating view
System active
Lead captured
Website form · Google Ads
Complete
Conversation started
SMS and email sequence triggered
Engaged
Lead qualified
Intent and service fit confirmed
Active
Appointment booked
Calendar and team routing
Next
Revenue attributed
Original source and campaign tracked
Pending
Qualified appointment created
Pipeline and calendar updated automatically
Trusted across service businesses
Professional services and growth teams
Performance overview
See every signal. Understand every move. Track every result.
TruePipeline converts scattered activity into one live operational view—connecting acquisition, conversations, qualification, appointments, pipeline movement and revenue attribution.
New opportunity qualified
Pipeline updated automatically
Qualified
0
12.7%
lead quality
Appointments
0
23.1%
booked calls
Pipeline value
$0K
16.9%
active value
Revenue activity
Acquisition → Opportunity → Revenue
Attributed revenue
$84.6K
↑ 21.8% this period
Paid Search
42%
TRUEDY™
31%
Organic
18%
Referral
9%
Live sales pipeline
64 active opportunities · $184K total value
Four operating layers
Everything the platform does— organized around outcomes.
TruePipeline replaces a disconnected catalog of tools with four connected operating layers that capture demand, preserve context, move opportunities forward and measure the result.
Capture
Turn every source of attention into structured contact data, intent and attribution before the opportunity loses momentum.
Websites, landing pages and funnels
Forms, surveys, chat and QR codes
Calls, social channels and paid campaigns
Source tracking and contact enrichment
Communicate
Preserve the complete customer context across every conversation, channel, team member and handoff.
Unified inbox and contact history
SMS, email, calls and social messaging
TRUEDY™ conversation handoff
Team ownership and internal notes
Convert
Trigger the correct next action according to qualification, behavior, pipeline stage, timing and team ownership.
Smart workflows and lead routing
Calendars, reminders and confirmations
Proposals, payments and documents
Opportunity stages and sales tasks
Optimize
Measure which sources, messages, workflows and team actions produce qualified opportunities and attributable revenue.
Campaign and source attribution
Pipeline forecasting and reporting
Reputation and review automation
Conversion performance insights
Primary operational outcome
Every lead enters with context.
84%
Lead capture workspace
Live operating layer
System synchronized
Source detected
Campaign and channel identified
Data captured
Contact and intent structured
Record created
Customer timeline initialized
Action triggered
Routing and follow-up begin
Smart forms
Capture source, intent, service interest and routing data in one structured record.
Landing pages
Build conversion paths connected directly to contacts, workflows and attribution.
QR tracking
Connect offline and local campaigns to measurable customer activity.
Call capture
Record caller data, source, outcome and required next step automatically.
TRUEDY™ integration
The conversation happens in TRUEDY™. The operation moves in TruePipeline.
TRUEDY™ engages, understands and qualifies the customer while TruePipeline preserves the context, triggers the correct workflow, updates the opportunity and coordinates the next step.
TRUEDY™
Virtual assistant
Conversation live
TruePipeline Operating Center
Customer record and automation
Synchronized
Conversation captured
Transcript and customer details enter the record.
Active
Intent identified
Service interest, timing and need are structured.
Queued
Lead qualified
Fit, priority and the required action are confirmed.
Queued
Workflow executed
Calendar, owner and pipeline update together.
Queued
Customer intent
Initial inquiry
Pipeline stage
New lead
Next action
Continue conversation
Conversation, qualification and actions remain attached to the same contact timeline.
Customer context passes directly from TRUEDY™ into the operating system.
Workflows, calendars, assignments and reminders respond to the conversation.
The original source stays connected through qualification, booking and revenue.
Replace the disconnected stack
Stop managing the gaps between your tools. Run one connected operating system.
When customer data, conversations, calendars, automations and reporting live in separate systems, your team becomes the integration layer. TruePipeline connects the operation around one customer record.
Disconnected tool stack
Multiple systems · fragmented data
Context at risk
6×
Separate systems
to reconcile
to reconcile
Lead source gets separated
Attribution can disappear during manual transfer.
Broken
Conversation context stays isolated
The next team member starts without the full history.
Manual
Reporting requires reconstruction
Activity must be matched across several platforms.
Delayed
TruePipeline operating system
One record · connected execution
Synchronized
Lead captured
Contact, source, campaign and intent enter one structured customer record.
Conversation connected
Messages, calls, notes and TRUEDY™ context remain attached to the same timeline.
Next step executed
Workflows, assignments, calendars and reminders respond to the customer record.
Revenue attributed
Pipeline progress and revenue stay connected to the original source and campaign.
Unified customer record
Updated in real time
Current context
Google Ads inquiry
Pipeline state
New lead
Connected action
Start response workflow
Customer activity stays connected to a single operational record instead of several databases.
Information passes between stages without the team copying, exporting or rebuilding context.
Workflows respond to customer behavior, qualification, pipeline stage and team ownership.
Attribution and performance data update while the customer moves through the pipeline.
Built around your business
Your process should define the platform— not the other way around.
TruePipeline is configured around your services, locations, customer journey, team structure and conversion process—so the operating system reflects how your business actually works.
Pipeline configuration updated
Customer journey rules synchronized
Configuration Center
Business operating logic
Live
Lead intake stage
New opportunities enter with attribution
Qualification stage
Service fit and intent are confirmed
Proposal stage
Sales documentation and follow-up
Revenue stage
Outcome and attribution are recorded
Configuration readiness
82%
Custom sales pipeline
Opportunity stages and business rules
Synchronized
Custom stages
Build stages around your actual customer and sales process.
Stage rules
Trigger ownership, tasks and workflows when an opportunity moves.
Opportunity value
Track projected and closed value across each stage.
Attribution preserved
Keep the original source connected through the entire pipeline.
Configure opportunity stages around your services, sales cycle, locations and qualification process.
Automations respond to your routing, timing, ownership and customer communication requirements.
Define users, permissions, calendars, departments, locations and responsibilities.
Align forms, messages, pages, calendars and customer-facing assets with your brand.
Pricing & packages
Choose how much of the system you want us to build, manage or hand over.
Select a white-glove managed implementation, a collaborative build or a self-directed TruePipeline package with the platform capabilities needed for your current stage of growth.
Full white-glove experience
Choose This Package
→
Truepipeline Premier + Truedy™
For businesses that want a full white-glove experience with a dedicated team managing everything.
$995
/ month
One-time implementation fee applies.
Everything included
Done-for-you implementation
Done-For-You System Setup & Integration
10-Page Website Custom Build or Refresh
Custom Strategy Development & Implementation
Done-For-You Campaign Launch & Management
Weekly Optimization Workshops (First 90 Days)
Dedicated Project Manager & Priority Support
Live Team Training Program
The 45-Day Qualified Appointment Guarantee
Bonus #1: Google Business, local Search, GEO, AEO
Optimization (Initial 90 days)
Bonus #2: Website Conversion & Funnel Audit
Bonus #3: Quarterly Strategy Sessions
(After the Initial 90 Days)
Collaborative implementation
Choose This Package
→
Truepipeline Elite + Truedy™
For businesses that want a complete growth system built with them, not just for them.
$775
/ month
One-time implementation fee applies.
Everything included
Done-with-you implementation
Done-With-You System Setup & Integration
Collaborative 6-Page Website Custom Build or Refresh
Guided Strategy Implementation
Done-With-You Campaign Launch
Monthly Strategy Calls
Standard Email/Slack Support
Self-Service Training Library
The 45-Day Qualified Appointment Guarantee
Bonus #1: Google Business, local Search, GEO, AEO
Optimization (Initial 45 days)
Choose the platform level that matches your operation.
Three available packages
Start with the core CRM and automation system, add multi-channel growth tools or include Truedy™ and the Premier lead-generation capabilities.
01
True Starter
The core CRM and automation platform. Solves the problem of having no system.
$297
/ month
One-time implementation fee applies.
Organize All Your Leads In One Place (CRM)
Let Clients Book Appointments Instantly (Calendar Sync)
Capture Leads From Your Website (Forms & Surveys)
Automate Your Email/SMS Follow-Up for Every Lead
Text Back Missed Calls Automatically
Build an Effective Landing Page to Capture Leads
See Where Your Leads Are Coming From (Dashboards)
Create & Send Invoices
Truedy Response (Instantly).
Choose True Starter
→
02
True Growth
Adds tools to scale across multiple channels, manage reputation, and a DFY LinkedIn campaign. Solves the problem of needing to scale and generate new leads.
$397
/ month
One-time implementation fee applies.
Send Emails to Your Entire List
(Newsletters & Campaigns)
Manage All Your Messages in One Place (Unified Inbox)
Get More 5-Star Reviews By Asking Happy Customers
Automatically
Schedule Your Social Media Posts in Advance
Use Pre-Built Email & SMS Campaign Templates
Set Up Workflows Based on What Your Leads Need
Done-For-You LinkedIn Campaign (Getting Leads)
Truedy + Email Response (24 hours)
Choose True Growth
→
03
True Premier + Truedy™
Adds an AI-powered voice assistant (Truedy) and a hyper-personalized Truedy LinkedIn campaign. Solves the problem of needing to automate phone calls and generate hyper-personalized leads.
$497
/ month
One-time implementation fee applies.
The AI-powered voice assistant is a unique and powerful
feature that sets TruePipeline apart from other CRMs
and automation platforms.
Send Emails to Your Entire List
(Newsletters & Campaigns)
Manage All Your Messages in One Place (Unified Inbox)
Get More 5-Star Reviews By Asking Happy Customers
Automatically
Schedule Your Social Media Posts in Advance
Use Pre-Built Email & SMS Campaign Templates
Set Up Workflows Based on What Your Leads Need
Done-For-You LinkedIn Campaign (Getting Leads)
Truedy + Email Response (24 hours)
Choose True Premier
→
Not sure which package matches your current operation?
Review your lead volume, team structure, campaign needs,
current technology and desired level of ongoing management
with the True P4P team.
Discuss the Right Package
→
Frequently asked questions
Clear answers before you build your connected operation.
Understand how TruePipeline works, what implementation involves, how TRUEDY™ connects to the platform and how the system adapts as your business grows.
TruePipeline is the operating center for your leads, conversations, appointments, automations and pipeline results. It connects the customer journey around one structured record so every action, owner and outcome remains visible.
Unified customer records
Connected workflows
Appointment management
Pipeline visibility
It includes CRM functionality, but the purpose is broader. TruePipeline combines the contact record with communication, automation, booking, opportunity management and performance visibility.
Instead of asking your team to connect several isolated tools manually, the platform keeps the operation moving from one shared source of truth.
Yes. TruePipeline can be configured to receive leads from your website, forms, landing pages, advertising campaigns, calls, calendars and other compatible acquisition sources.
The exact connection method depends on your existing technology and is confirmed during discovery.
Not necessarily. The objective is to remove operational fragmentation, not replace technology without a reason. Useful existing systems may remain connected while redundant or disconnected tools can be consolidated.
Timing depends on the package, number of pipelines, required integrations, website work, automation complexity and the availability of your existing data and assets.
The implementation plan, responsibilities and launch sequence are established before the build begins.
Yes. Pipelines, opportunity stages, lead routing, calendars, permissions, follow-up sequences and reporting views can be configured around your services, locations and team responsibilities.
Custom pipeline stages
Service-based workflows
Team routing rules
Location structures
TRUEDY™ handles the conversational layer. It engages the customer, understands the request, gathers relevant context and helps determine the correct next step.
TruePipeline receives that context, updates the customer record and triggers the appropriate workflow, team assignment, calendar or pipeline action.
No. TruePipeline can operate as the central CRM, automation and conversion system without TRUEDY™. Packages that include TRUEDY™ add the conversational engagement and qualification layer.
Training and support depend on the selected package. Available structures include self-service training, collaborative strategy calls, team training, project management and priority support.
The pricing section above identifies the support model included in each package.
Yes. The platform can be structured around multiple departments, locations, services, calendars, users and reporting requirements while preserving consolidated operational visibility.
Yes. A business can begin with the core contact, pipeline and automation foundation, then add more acquisition channels, workflows, locations, reporting capabilities or TRUEDY™ as the operation grows.
The best package depends on your current systems, lead volume, team capacity, campaign requirements, website needs and the level of implementation and ongoing management you want from the True P4P team.
A strategy call is used to confirm the correct scope before implementation begins.
Every TruePipeline configuration begins with discovery.
Your current tools, customer journey and operational goals
determine the final architecture.
Built around your operation
Ready to connect your operation?
One pipeline. Every next step connected.
Bring your lead capture, conversations, qualification, appointments, automations and revenue visibility into one operating system built around the way your business converts.
The connected customer journey
From first interaction to attributed revenue
Operating in real time
TruePipeline · One connected operating system