CRMs built around how you sell.

We design and build a CRM around your sales process, your team and the way you already work. You're live in about four weeks, for one fixed price.

  • Free planning call
  • Fixed price in writing
  • No per-seat fees
Example of a sales pipeline in a CRM built by True Square
Sales pipeline
This week 5 deals
CompanyOwnerStageDeal valueNext step
Northwind Dental Group JR New lead $12,000 Call back today, 2 PM
Bluewater Logistics MT Contacted $48,500 Send pricing
Harbor Home Services AL Proposal sent $26,000 Follow up Thursday
Summit Fitness Co. JR Negotiating $18,750 Review contract changes
Brightline Accounting AL Won $34,200 Kickoff call Monday

Built for the way your team already sells

Your process, exactly

Your stages, your fields and your follow-ups, named the way your team talks.

Live in about four weeks

We build it, bring in your spreadsheets and train your team.

No per-seat fees

One fixed build price, then a flat monthly plan. Add people without paying more.

From first call to live CRM in about four weeks

  1. 1

    Tell us how you sell

    A short call and a few questions about your stages, your team and your tools.

  2. 2

    We build it

    You get a fixed proposal. We build your CRM, bring in your data and show you a working demo halfway through.

  3. 3

    Your team goes live

    We train everyone, and the care plan keeps it running and up to date.

Simple pricing

You'll know the exact price before any work starts.

One time

The build

One fixed price, agreed in writing before we start.

  • Designed around your sales process
  • Your data imported and your team trained
  • 50% to start, the rest at milestones
Monthly

The care plan

One flat monthly fee once you're live.

  • Hosting, daily backups and security updates
  • Up to 4 hours of changes every month
  • No per-seat fees, however big your team gets

Questions

Anything else, ask us on the call.

How long does it take?

About four weeks from deposit to go-live for most builds. If yours is bigger, the proposal says so up front.

What does it cost?

Each build has a fixed price, quoted after a short discovery meeting, plus a flat monthly care plan. There are no per-seat fees.

Can you bring over our spreadsheets or old CRM?

Yes. Send us your exports and we'll import your contacts and deals and remove the duplicates.

Can we change it after launch?

Yes. The care plan includes up to 4 hours of changes every month. Bigger additions get their own quote.

Does it work on phones?

Yes. It runs in any browser on a computer or phone, and your team can call, text or email a lead with one tap.

Where does our data live?

Each client gets their own private deployment and database, backed up every day. Your data never mixes with another company's.

Tell us how you sell. We'll map your CRM.

It takes about a minute, and there's no obligation.

  1. We call you within one business day.
  2. You answer a few questions about how you sell, so we come prepared.
  3. On the call, we sketch your pipeline and tell you what it would take.
Get your free CRM plan