★ Custom Tooling Track
Custom CRMs & TruSaaS Tooling.
When we build custom software for our clients (TruDealer, TruFlow, lead-capture widgets, and scrapers), we train your placed reps on exact operational workflows at zero extra fee.
TruDealer CRM
TruFlow Workflows
Scraper Webhooks
100% Included
Module 01
40 min · 3 Lessons
Navigating TruDealer & TruFlow CRMs
1.1 Proprietary vs. Generic CRM Workflows
Why industry-specific CRMs eliminate 80% of data entry clicks compared to bloated Salesforce or HubSpot setups. Understanding custom entity records and pipeline views.
1.2 Deal Stage Progression & Status Triggers
Moving records from Inbound Ingestion → Appraisal Scheduled → Underwriter Review with automated stage transition rules.
1.3 Custom Audit Logging & Communication History
Tracking SMS conversations, call recordings, and valuation estimates in a single chronological feed.
Module 02
45 min · 3 Lessons
Processing Live Webhooks & Calculator Inquiries
2.1 Instant Webhook Payload Routing
How front-end lead calculators and trade-in widgets post directly into the CRM in under 200ms. Reading incoming payload data fields instantly.
2.2 Auto-Scoring & Priority Call Queues
High-intent vs. low-intent calculation triggers. Handling high-valuation vehicles or enterprise inquiries in the priority dial window.
2.3 Automated Dispatch & Hand-off to Closers
Assigning verified leads to senior account executives or dealership sales directors with pre-populated valuation briefs.
Module 03
30 min · 2 Lessons
In-App Guides & Continuous Onboarding
3.1 Step-by-Step Tooltip Walkthroughs
Utilizing built-in guided product tours to ensure 100% CRM compliance without manual shadowing or training overhead.
3.2 Zero-Error Data Hygiene Standards
Validation rules, required fields, and duplicate prevention to keep the client's proprietary pipeline database pristine.
Pipeline South
Custom Software + Trained Talent.
We build the bespoke tooling your business needs, and we train your placed talent to run it flawlessly from Day 1.