business management system
TruDriveSync: Empowered, Confident and In Control
What is TruDriveSync?
TruDriveSync is a leading SaaS Business Management System designed to cater to the needs of small businesses, freelancers, and enterprises alike. Our mission is to provide a comprehensive, cloud-based solution that simplifies project management, customer relationship management, and financial processes, enabling businesses to thrive in a competitive landscape.
Transform your business, empower your team, and focus on what matters most – growing your business. Continue reading to see a sampling of available features.
- Invoice Creation
- Payment Gateways
- Expense Recording
- Estimates & Proposals
- Reports
- Goal Management
- Email & SMS Automation
- Lead Management
- Unlimited Web to Lead Forms
- Contract Management
- Sales Pipeline
- Surveys
- Live Chat Support
- Client Portal
Primary Features
- CRM
- Project Management
- Financial Tools
- Lead Management
- Support Portal
- Knowledge Base
Pioneering Business Solutions: Discover the TruDriveSync Advantage.
Feel empowered and in control with TruDriveSync. Experience the confidence of streamlined processes and the excitement of unlocking your business’s full revenue potential.
Pricing options
Pricing You'll Feel Good About.
Reduce the Repetition & Automate Your Business
Manage clients, properties, and deals seamlessly. Automate follow-ups, track leads, and centralize operations. Multi-deployment support with discounts for brokerages.
Includes:
- Unlimited User Seats and Deployments with tiered discounts.
- All Core Features (Contracts, Invoicing, Expenses, Proposals, Estimates, Projects, Tasks, Calendar, Digital eSign)
- Dynamic Customized Theme
- Mailbox Client (for every user seat)
- Surveys
- Goals
- Unique Client Portal with every deployment
- Live Chat
- Email & SMS Automation
- Landing Page Builder (Unlimited)
Simplify project management with tools for contracts, budgets, and timelines. Track progress, manage resources, and stay compliant - all in one system.
Includes:
- Unlimited User Seats
- All Core Features (Contracts, Invoicing, Expenses, Proposals, Estimates, Projects, Tasks, Calendar, Digital eSign)
- Dynamic Customized Theme
- Live Chat
- Mailbox Client (for every user seat)
- Surveys
- Goals
- Client Portal
- Email & SMS Automation
- HR & Recruiting
- Sketchboard
- Landing Page Builder (Unlimited)
Optimize inventory, orders, and customer relationships. Integrate with e-commerce platforms, automate invoicing, and access real-time sales insights to grow your business.
Includes:
- Unlimited User Seats
- All Core Features (Contracts, Invoicing, Expenses, Proposals, Estimates, Projects, Tasks, Calendar, Digital eSign)
- Dynamic Customized Theme
- Live Chat
- Mailbox Client (for every user seat)
- Omni Sales Channel Integration (POS, Portal, WooCommerce, PreOrder)
- API Connectivity
- Purchase/Supplier Management
- Email & SMS Marketing
- Inventory Management
- Subscriptions
- Landing Page Builder (Unlimited)
Streamline campaigns, manage projects, and collaborate effortlessly. Includes invoicing, workflows, and real-time performance insights for agencies managing multiple teams or locations.
Includes:
- Unlimited User Seats and Deployments with tiered reseller discounts.
- All Core Features (Contracts, Invoicing, Expenses, Proposals, Estimates, Projects, Tasks, Calendar, Digital eSign)
- Dynamic Customized Theme
- Live Chat
- SMS & Email Directly from Customer/Lead Record
- Mailbox Client (for every user seat)
- HR (Recruitment, Payroll, Timesheets, Leave, Employment Contracts)
- API Connectivity
- Sales Commission Tracker
- Custom Links
- Custom Fields
- Customizable Customer Onboarding Forms
- Spreadsheets (Shareable across departments, team members, and customers)
- Document Management (Shareable across departments, team members, and customers)
- Sketchboard
- Reports (Expenses, Sales, Leads, Timesheets, Leads)
- Client Portal
- Landing Page Builder (Unlimited)
Core features
Empowered Success with Connected and Streamlined Business Tools
Manage and invoice projects with ease. Assign tasks, track time, and bill your customers without breaking a sweat.
Generate beautiful invoices and estimates. Automate recurring invoices and convert estimates to invoices upon client approval.
Draft compelling proposals and manage leads with a simple Kanban. Convert leads to customers and grow your business.
Keep tabs on your expenses. Record, manage, and bill expenses to projects or customers, ensuring financial clarity.
Accept payments in multiple currencies through Paypal and Stripe. Simplify your payment processes with TruDriveSync.
Offer unparalleled support with our ticket system and enrich customer engagement with a knowledge base.
Make informed decisions with detailed reports. Analyze data across projects, clients, and finances to optimize your operations.
Track and achieve your business objectives with goal-setting tools. Motivate your team and measure success effectively.
Gather actionable insights with surveys tailored to your audience. Use powerful reporting tools to analyze responses and drive informed decisions.
optional features
Scale Your Business Operations
Automate tasks, improved customer engagement workflows, and personalize interactions with TruDriveSync Marketing Automation.
Integrated email client, enables seamless management of emails within your dashboard. Send, receive, and organize emails effortlessly.
Enhance supply chain, streamline interactions and maximizing value from supplier partnerships directly within the system.
Inventory Management optimizes your supply chain, with detailed tracking, product management. Reporting minimizes waste and enhances decision-making.
Centralize employee data, streamline HR processes from onboarding to training, and improve organizational efficiency.
Sstreamline payroll, ensure accurate and timely employee payments, integrate with attendance, commissions, and deductions for efficient management.
Google Lead Finder module leverages Google Maps API to systematically search and import business leads directly into your CRM Module, to enhance your lead generation strategy.
Automate your hiring, from job postings to applicant tracking, enhance efficiency and candidate engagement throughout the recruitment cycle.
Improve project management design visualization, Sketchboard offers an interactive environment for brainstorming, planning, and collaboration.
Internal Live Chat allows for instantaneous connection to team members, and live client support. Easily generate tasks and support tickets from customer conversations, routing tickets to correct support departments.
Transform data management with an advanced online spreadsheet editor, enabling seamless collaboration, document organization, and integration for heightened productivity and decision-making. Share with Clients and Team!
Organize, process, capture, store, manage and track documents within your system. Control and track the entire life cycle of every document with automation, notifications, and auditing while sharing access with managers, team and customers.
Enhance your communication capabilities with bulk or individual SMS messages to leads, customers, or staff.
Drag and drop landing page builder with starter templates, and the ability to create your own. Build campaign landing pages to use in your Email, SMS, or Social Media marketing .
Turn your deployment or system into a mobile app for your teams and one for clients. Easily manage your business on the go!
Frequently asked Questions
Find the information you need.
Creating your deployment requires completing the registration process and selecting a package level. Your deployment will be created automatically. Your deployment will be placed on a subdomain that looks like this: yourbusinessname.tdshub.net, however during the package selection you may choose a custom name for your business. (i.e. your business name is All Around Catering, you can set your subdomain to be aac.tdshub.net)
Yes. But not all our packages come with the ability to create a custom domain on package creation. It is best to speak to our sales team if you want to use a custom domain.
No. We don't require any payment information from you during the registration or Free Trial period. If your Free Trial expires, you will need to subscribe to a package and provide payment before continuing to use the system.
Yes. You can add modules to any package. If you need a custom package, or wish to purchase a perpetual license please submit a customization request here.
Yes. You will need to create and enable your payment methods, integrate your email settings, customize your client portal and staff roles. If you need additional support, for these items, you can use the Knowledge Base articles for self-guided setup, or contract our support team to set these items up for you.
Yes. You can import and export your data from the system. You will need to download the sample import file and configure your data accordingly.
With the subscription license, you and your team are not responsible for maintaining hosting, server, or security updates. There's also the added benefit of automatically receiving software updates with the subscription license. With a perpetual license you would need an IT team to handle these items for you, and our team would be contracted to provide software updates as the system grows and new features are added. We recommend weighing the benefits of both options before deciding which license to purchase. If you would like to speak to our sales team, please contact us.
Yes. We understand that businesses all operate differently and roles within the organization play a part in determining workflows and processes. TruDriveSync is designed to help you segment your organization and set staff roles and permissions accordingly. You may not want your project managers to have access to all the financial information and vice versa. Every role can be created and permissions set based on how you do business.
Testimonials
Client Feedback & Reviews
