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True Pipeline

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
Coldwell Banker Mushy Girls Pita Pit Sotheby’s Merrill Lynch Mastrovito Associates Longevity Lab LA

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
TruePipeline Performance Center Illustrative live operating view
System live Last 30 days ▾
New leads 01
0
18.4% vs prior period
Qualified 02
0
12.7% lead quality
Appointments 03
0
23.1% booked calls
Pipeline value 04
$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
Atlas Wellness Opportunity progressing automatically
New 18
Westside Dental Website · $4,800
Qualified 21
Northstar Legal TRUEDY™ · $7,200
Proposal 15
Summit Medical Paid Search · $12,000
Won 10
Peak Performance Referral · $9,500

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.

Operating layer 01

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
Primary operational outcome Every lead enters with context.
84%
C Lead capture workspace Live operating layer
System synchronized
S Source detected Campaign and channel identified
D Data captured Contact and intent structured
R Record created Customer timeline initialized
A Action triggered Routing and follow-up begin
F Smart forms

Capture source, intent, service interest and routing data in one structured record.

L Landing pages

Build conversion paths connected directly to contacts, workflows and attribution.

Q QR tracking

Connect offline and local campaigns to measurable customer activity.

C 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
Customer

I need help finding the right service for my business.

TRUEDY™

I can help with that. Let me understand what you need and connect you with the correct next step.

TP TruePipeline Operating Center Customer record and automation
Synchronized
01 Conversation captured Transcript and customer details enter the record. Active
02 Intent identified Service interest, timing and need are structured. Queued
03 Lead qualified Fit, priority and the required action are confirmed. Queued
04 Workflow executed Calendar, owner and pipeline update together. Queued
Customer intent Initial inquiry
Pipeline stage New lead
Next action Continue conversation
01 One continuous customer record

Conversation, qualification and actions remain attached to the same contact timeline.

02 No manual handoff gap

Customer context passes directly from TRUEDY™ into the operating system.

03 Automatic next-step execution

Workflows, calendars, assignments and reminders respond to the conversation.

04 Full attribution preserved

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
F Forms Lead data enters separately
CRM Contact database Manual imports and duplicate records
IN Inbox Conversation history isolated
CAL Calendar Bookings disconnected from pipeline
WF Automation tool Workflows operate without context
BI Reporting Results reconstructed after the fact
6× Separate systems
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
TP TruePipeline operating system One record · connected execution
Synchronized
01 Lead captured

Contact, source, campaign and intent enter one structured customer record.

02 Conversation connected

Messages, calls, notes and TRUEDY™ context remain attached to the same timeline.

03 Next step executed

Workflows, assignments, calendars and reminders respond to the customer record.

04 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
01 One source of truth

Customer activity stays connected to a single operational record instead of several databases.

02 Fewer manual handoffs

Information passes between stages without the team copying, exporting or rebuilding context.

03 Automation with context

Workflows respond to customer behavior, qualification, pipeline stage and team ownership.

04 Reporting built into the operation

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
CFG Configuration Center Business operating logic
Live
01 Lead intake stage New opportunities enter with attribution
02 Qualification stage Service fit and intent are confirmed
03 Proposal stage Sales documentation and follow-up
04 Revenue stage Outcome and attribution are recorded
Configuration readiness 82%
P Custom sales pipeline Opportunity stages and business rules
Synchronized
01 New lead Contact and source recorded
02 Qualified Intent and service fit confirmed
03 Proposal Commercial next step prepared
04 Won Revenue and source attributed
S Custom stages

Build stages around your actual customer and sales process.

R Stage rules

Trigger ownership, tasks and workflows when an opportunity moves.

V Opportunity value

Track projected and closed value across each stage.

A Attribution preserved

Keep the original source connected through the entire pipeline.

01 Custom pipelines

Configure opportunity stages around your services, sales cycle, locations and qualification process.

02 Business-specific workflows

Automations respond to your routing, timing, ownership and customer communication requirements.

03 Flexible team structure

Define users, permissions, calendars, departments, locations and responsibilities.

04 Consistent brand experience

Align forms, messages, pages, calendars and customer-facing assets with your brand.

TruePipeline | Pricing & Packages

Choose your plan. Explore exactly what is included.

Select a plan, then click any included service to see its specific deliverables.

Full-service execution, creative production and optimization11 included items · Click to see what each one covers
Done-For-You System Setup & Integration
  • Configure CRM pipelines, lead stages, fields and contact organization.
  • Connect approved forms, calendars and relevant business tools.
  • Set up follow-up automations, notifications and routing rules.
  • Test lead capture, booking and handoffs before launch.
10-Page Website Custom Build or Refresh
  • Rebuild or redesign up to 10 agreed website pages.
  • Improve navigation, mobile usability, page structure and calls to action.
  • Implement on-page SEO: headings, metadata, internal links and content hierarchy.
  • Structure useful answers, FAQs and relevant schema for AEO/GEO readiness.
  • Test key forms, conversion paths and responsive layouts.
Custom Strategy Development & Implementation
  • Review your offer, audience, current channels and lead-generation bottlenecks.
  • Define messaging, funnel steps, success metrics and campaign priorities.
  • Build an actionable implementation roadmap for the initial campaign.
  • Put approved strategies into operation across the agreed tools.
Done-For-You Campaign Launch & Management
  • Create campaign graphic assets, visual variations and written copy.
  • Prepare landing-page content, messages and follow-up sequences as needed.
  • Configure campaign workflows, lead tracking and launch settings.
  • Schedule or publish approved assets and manage live campaign activity.
  • Monitor results and refine creative, targeting or follow-up within scope.
Weekly Optimization Workshops (First 90 Days)
  • Meet weekly during the first 90 days to review progress.
  • Inspect leads, bookings, traffic, response times and funnel performance.
  • Identify underperforming steps and prioritize practical changes.
  • Agree on optimization actions and track their completion.
Dedicated Project Manager & Priority Support
  • Assign one primary point of contact for implementation and coordination.
  • Organize milestones, asset requests, approvals and next steps.
  • Coordinate work between website, CRM, design and campaign teams.
  • Prioritize support requests according to the agreed service process.
Live Team Training Program
  • Train your team live on the CRM configured for your business.
  • Practice adding, assigning and moving leads through pipeline stages.
  • Show how to use calendars, appointments, conversations and follow-up tools.
  • Walk through automation checks, dashboard reporting and daily workflows.
  • Answer team questions using real scenarios from your operation.
The 45-Day Qualified Appointment Guarantee
  • Align on the definition of a qualified appointment at onboarding.
  • Track booked appointments and lead qualification during the 45-day window.
  • Review outcomes against the guarantee in the signed service terms.
  • Apply any remedy only as specified in the agreed guarantee conditions.
Bonus #1: Google Business, Local Search, GEO & AEO (First 90 Days)
  • Audit and optimize Google Business Profile categories, services and key information.
  • Create and publish Google Business content daily throughout the initial 90 days.
  • Produce local-post copy and supporting graphic assets for the publishing calendar.
  • Improve local search relevance, FAQs and answer-focused business information.
  • Review profile engagement and adjust content topics during the campaign.
Bonus #2: Website Conversion & Funnel Audit
  • Audit visitor journeys from traffic source to inquiry or appointment.
  • Inspect pages, CTAs, forms, mobile friction and abandoned conversion steps.
  • Check CRM capture, lead routing and follow-up gaps after submission.
  • Identify what is working, what is failing and why prospects drop out.
  • Prioritize fixes and implement changes covered by the agreed scope.
Bonus #3: Quarterly Strategy Sessions (After First 90 Days)
  • Review lead, appointment, conversion and campaign trends each quarter.
  • Revisit growth goals, offers and channel performance.
  • Identify new priorities and build a practical next-quarter action plan.
  • Align responsibilities and follow-up for the coming period.
Plan details, usage limits, third-party charges and 45-day guarantee terms are confirmed in your service agreement.Compare plans with our team →

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.

TP The connected customer journey From first interaction to attributed revenue
Operating in real time
01 Lead captured Source, campaign and customer details enter one record.
02 Conversation started Context stays connected across every communication.
03 Opportunity qualified Intent, fit and timing determine the next action.
04 Appointment booked Calendar, owner and opportunity stage synchronize.
05 Revenue attributed The outcome remains connected to its original source.
✓ Built around your operation Pipelines, workflows and routing match your real process.
✓ Implemented with strategy The architecture begins with your customer journey and goals.
✓ Ready to expand Add teams, locations, campaigns and TRUEDY™ as you grow.
TruePipeline · One connected operating system