Cross-Platform
Access
- Use the CRM on both desktop and mobile app
- Make calls, send texts, and write emails — all from the same unified system
- Stay connected and productive anywhere, anytime
Communication
Hub
- Call, text, and email leads directly from the platform
- Enable call recording for quality control and compliance
- Leave voicemails, block spam numbers, and purchase unlimited phone numbers
- Use text and email templates for faster outreach
- Create automated message flows for hands-free follow-up
Smart Inbox &
Activity Tracker
- All team activity in one place:
- Track calls, texts, emails, and tasks per agent
- Assign, filter, and manage leads by team member
- Create and track tasks with reminders for future follow-ups or appointments
Team & Settings
Management
- Add agents, assign leads, and control visibility
- Upload agent profile pictures
- Set which leads each agent can view or edit
- Connect your email address and create custom signatures
- Set up user roles and permissions in the CRM settings
Email & SMS List
Management
- Build and manage text and email lists
- Send mass messages or schedule campaigns
- Use templated messages or personalize by lead fields
- Track deliverability, replies, and engagement
Lead Management
Features
- Add, filter, and organize leads with unlimited custom fields
- Upload profile pictures, notes, and files to each lead
- Filter by date, agent, source, tags, custom values, or any field
- Manage statuses and pipeline lists
- Upload new leads manually or via import
Revenue &
Performance Tracking
- Assign costs and payouts to individual leads
- Track real-time profitability per agent, source, or campaign
- Manage lead value across the entire sales lifecycle
Everything a modern CRM should do - and then some
Whether you’re managing a team of 2 or 200, Tru Power Data’s CRM gives you the structure, power, and visibility to scale with confidence.
