Truly.co

Truly.co is a paid tool. Available plans include: Custom Enterprise Plan.

Truly.co functions by seamlessly integrating with existing CRM systems and communication tools like email, calendar, and virtual meeting platforms. It leverages advanced AI to monitor activities, extract relevant data points, and contextually update CRM records, such as contacts, accounts, and opportunities. This process ensures data accuracy and completeness in real-time, removing the burden of manual input and maintaining a single source of truth for all customer interactions.

Key features of Truly.co include: Automated CRM Data Updates: Automatically populates and updates contact, account, and opportunity records in your CRM based on real-time interactions, ensuring data is always current.. AI-Powered Data Enrichment: Extracts valuable insights from emails, meetings, and calls to enrich CRM fields, providing a deeper understanding of customer profiles and engagements.. Activity Capture & Sync: Monitors and logs all relevant customer activities from various sources like Gmail, Outlook, Zoom, and Salesforce, synchronizing them directly to the CRM.. Customizable Workflows: Allows teams to define specific rules and workflows for how data is processed and updated, tailoring the automation to unique business needs.. Data Cleaning & Validation: Identifies and corrects inconsistencies, duplicates, and outdated information within your CRM, maintaining high data quality standards.. CRM & Tech Stack Integrations: Connects effortlessly with popular CRMs (Salesforce, HubSpot) and sales engagement platforms (Outreach, Salesloft) for a unified data ecosystem.. Real-time Data Synchronization: Ensures that CRM data is updated instantaneously as new interactions occur, providing revenue teams with the most accurate information at all times..

Truly.co is best suited for This tool is primarily designed for revenue teams, including sales, marketing, and customer success professionals, who rely heavily on accurate and up-to-date CRM data. It is also highly beneficial for Sales Operations, Revenue Operations, and CRM Administrators looking to improve data quality, streamline processes, and enhance overall operational efficiency..

Automates mundane data entry, freeing up sales, marketing, and CS teams to focus on high-value, revenue-generating activities instead of administrative tasks.

Leverages AI to clean, validate, and enrich CRM records automatically, providing reliable data for forecasting, reporting, and strategic planning.

With complete and current customer data readily available, sales teams can personalize outreach and move deals faster through the pipeline.

Accurate and enriched data helps customer success teams provide more relevant support and proactive engagement, improving satisfaction and retention.

Minimizes the need for manual data entry and correction, leading to significant cost savings in labor and reduced errors.

Automatically create new contacts or update existing ones in the CRM based on email signatures, meeting attendees, or call notes.

Extract key information from customer interactions (e.g., pain points, product interest, decision-makers) to enrich account and opportunity records.

Automatically update opportunity stages, close dates, and next steps based on recent sales activities logged in emails or meeting summaries.

Ensure all meeting participants and discussed action items are accurately logged in the CRM without manual transcription.

Provide marketing teams with cleaner, more detailed customer data for highly targeted campaigns and personalized messaging.

Automatically capture customer feedback, support issues, and engagement levels to give CS teams a complete view for proactive support.