A spherical view
Connect and activate critical real-time data so anyone, anywhere in the business, can see the whole picture rather than their slice of it.
Strategic Business Intelligence
Each system made sense when you added it. Truity brings them together for what's next.
As you grew, each team added the tools it needed. Truity brings that work onto one platform: native to Salesforce, each app a component you turn on when you're ready, all sharing the same data.
Native, not connected. Truity apps are built on the Salesforce platform itself: no middleware to maintain, no nightly sync to reconcile, no second copy of the truth.
- Sales, service and the customer-facing side of the business
- Finance, operations, people and projects behind it
- The overlap: one set of records both sides work from. It is the shape our logomark is built from.
Why Truity exists
Most growing companies buy a system per department, then spend years making them talk.
Every disconnected tool adds an integration to maintain, a report that disagrees with another report, and a decision made on yesterday's numbers. Truity takes the opposite approach: one platform, one data model, components added as you need them.
A single source of truth
One customer record, one product catalogue, one price book. When something changes, it changes everywhere at once.
Visibility that earns confidence
Decisions get easier when the numbers agree. Truity is built to give leaders control and the confidence to act on what they see.
The app library
Start with one component. Add the next when the business asks for it.
Each Truity app is packaged, installable and native to Salesforce. Status below reflects what you can deploy today versus what is in build: we would rather tell you plainly than imply a roadmap is a product.
Available now
Configure, price and quote inside Salesforce: for your sales team and, through Experience Cloud, for customers building their own quotes online.
Available now
Inventory, shipments and fulfilment tracked against the same orders your sales team creates.
Available now
Core operational processes: procurement through to delivery: on the platform your customer data already lives on.
Available now
Full accounting native to Salesforce: invoicing, revenue and the ledger on the same platform as the customers and opportunities they belong to, with no integration in between.
Truity HR
PlannedPeople records, onboarding and approvals in the same system as the work those people are doing.
Available now
Scope, resourcing and delivery tracked from the closed opportunity it came from.
Truity Time Tracking
PlannedTime captured against projects and tasks, ready to bill without re-keying.
How Truity gets delivered
From first conversation to a component your team uses daily.
- 1Scope. We map your current systems and decide which components earn their place first.
- 2Install. The packaged app goes into your Salesforce org: sandbox first, always.
- 3Configure. Products, rules, approvals and templates set up against how you actually sell and operate.
- 4Adopt. Training for the people who will use it daily, not just the admin who owns it.
- 5Extend. Add the next component when the business is ready, on the same foundation.
Talk to us
Tell us where the seams are.
Send us the shape of your business and which processes hurt most. We will tell you honestly whether a Truity component fits today or whether you should wait for the one that is still in build.