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About TrueValue Platform

Deep Dive with Clara AI

TrueValue Platform is a connected business software platform that brings CRM, Appointments, Marketing, Site Flow, Task, PBX, HR, and Payroll Products together within one structured ecosystem. The platform helps businesses manage connected workflows across sales, operations, communication, marketing, website operations, and workforce processes. TrueValue Platform supports organisations in managing customer relationships, appointments, campaigns, team tasks, business communication, and employee workflows through a connected platform approach.

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Pricing

Platforms Supported

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Organization Types Supported

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API Support

Modes of Support

  • Not available

TrueValue Platform Features

Business Management Features

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Financial Management

Handles functions like management of cash and utilisation of funds

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Purchasing

Acquiring goods or services required for the business at minimal cost

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Marketing Automation Features

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

CRM Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

HR Features

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

Employee Lifecycle Management

Provides technical support and software solution to manage everything from hire to retire

Employee Database

Helps in providing an organized collection of employee data

HR Compliance Management

Helps to stay in compliance with HR laws by notifying users of all HR law updates or changes

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

PEO Services

Professional Employer Organizations (PEOs) offer small and medium-sized businesses affordable HR services and benefits by serving as co-employers and managing compliance, eliminating the need for an in-house HR department.

Employee Offboarding

Helps to streamline the employee exit process by automating administrative tasks, managing documentation, and facilitating communication, all while protecting the company's brand and reputation.

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Time Off Management

Helps in managing employee absence and control the time off efficiently

Recruiting Management

Helps in managing and automating important aspects of a recruitment process

Performance Appraisal

Helps in documenting, reviewing and evaluating the performance of the employees

Time & Attendance Management

Helps keeping track of the employee hours to enable recording their worktime

Applicant Tracking

Helps in tracking, searching and scanning the applicants that in turn eases the recruitment process

Compensation Management

Manages employee compensation related data in an organized and automated manner

Benefits Management

Helps in monitoring and managing non-wage compensation given to employees besides their regular salaries or wages.

360 Degree Feedback

Captures and centralizes a holistic feedback of the target audience that helps in making business decisions.

Appointment Scheduling Features

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Online Scheduling

Helps in automating and monitoring the scheduling tasks virtually automatically

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Reservations

Helps in making as well as canceling reservations online and also assist in rescheduling them (if necessary)

Payment Processing

Helps to manage automated transactions across various online channels

Meeting Room Booking

Helps managing meeting room schedules and offers a simple interface to book the appropriate booking room

Group Scheduling

Helps in scheduling group meetings with multiple numbers of attendees

Employee Scheduling

Helps in creating, processing and automating the employee schedule

Class Scheduling

Helps tutors or educational institutes at large to schedule academic and or vocational training classes

Task Management Features

Deadline Management

Allows to set, track, and manage deadlines for tasks, projects, or goals. It ensures that tasks are completed on time, promoting efficiency and productivity.

Comments (Notes)

To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.

To-do List

It helps add a list of tasks you need to complete or things you want to do.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Scheduling

Helps in scheduling various tasks for proper implementation of the same

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Subtasks

Helps to create and manage subtasks that forms part of a larger piece of work to be done

Dependency Management

Helps in identifying, documenting, and managing relationships between tasks, resources, and other projects to ensure a project's smooth progression and timely completion.

Task Prioritization

Facility to rank the tasks in the order you will do it

Time Tracking

Helps in tracking the task assigned to different team members or teams

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Gantt Charts

Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quickly

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Percent-Complete Tracking

Percentage of work done on estimated items.
TrueValue Platform Pricing

Free Trial

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Learn more about TrueValue Platform Pricing

TrueValue Platform Alternatives

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TrueValue Platform Reviews

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TrueValue Platform FAQs

What is TrueValue Platform used for?

TrueValue Platform is Business Management Software. TrueValue Platform offers the following functionalities:

  • Marketing Management
  • Employee Management
  • Scheduling
  • CRM
  • Project Management

Learn more about TrueValue Platform features.

What are the top alternatives for TrueValue Platform?

What are the best Business Management Software?

The best BMS options offer a wide range of integrated modules (CRM, accounting, HR, operations), strong scalability, flexibility and cloud deployment to support growth and efficiency.

TrueValue Platform Contact

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Contact Details

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https://truevalueplatform.com

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Disclaimer

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