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Own Your CRM. Own Your Data.

AI-Powered Assistant

Meet TruServe AI

Your AI business assistant that understands natural language. Manage your entire business with voice and text commands — like having a virtual assistant who knows everything about your customers.

Voice commands
Text input
Works anywhere

See TruServe AI in action

Just speak or type what you need. TruServe AI understands context and executes tasks instantly.

TruServe AI
Processing your request
Your command
"Create an invoice for Metro Properties for $2,500"
Understanding request...
Finding customer: Metro Properties
Creating invoice: $2,500
Invoice INV-1247 created
Result
Invoice created and ready to send

Everything you can do

TruServe AI connects to every module in your CRM. Here's what you can manage with simple commands.

Invoice Management

  • "Create invoice for [customer] for [amount]"
  • "Send invoice [number] to customer"
  • "What invoices are overdue?"
  • "Mark invoice [number] as paid"

Scheduling

  • "What's my schedule for [date]?"
  • "Book appointment with [customer]"
  • "Reschedule [appointment] to [date]"
  • "Cancel tomorrow's appointments"

Customer & Leads

  • "Add lead: [name], [phone], [notes]"
  • "Show all customers in [city]"
  • "What's [customer]'s contact info?"
  • "Move [lead] to qualified stage"

Reports & Insights

  • "Revenue this month/week/year"
  • "How many deals did I close?"
  • "Compare revenue vs last month"
  • "Top performing products"

Tasks & Follow-ups

  • "Create task: [description]"
  • "What tasks are due today?"
  • "Remind me to call [customer]"
  • "Show overdue tasks"

Communications

  • "Send payment reminder to [customer]"
  • "Email estimate to [customer]"
  • "Send booking link to [lead]"
  • "Notify team about [event]"
10+
hours saved weekly

Automate repetitive tasks with simple commands

3x
faster data entry

Speak instead of clicking through menus

40%
more responsive

Handle customer needs on the go

How TruServe AI works

Powered by advanced natural language processing, designed for service businesses.

1

Speak or type naturally

No need to learn special commands. Just describe what you need in your own words.

2

AI understands context

TruServe AI knows your customers, invoices, and schedule. It fills in the blanks automatically.

3

Action executed instantly

Your request is completed in seconds — invoices created, reminders sent, data retrieved.

Secure & private by design

Because you own your CRM, your data stays on your infrastructure. TruServe AI processes commands securely, and voice recordings are never stored.

End-to-end encryption
No voice storage
SOC 2 compliant

Ready to work smarter?

TruServe AI is an optional module you can add to your custom CRM. See it in action in the platform demo, or add it to your build.