Build around the work, not a software bundle.
Start with one focused workspace or combine related systems. Each module retains its own workflow while sharing the secure TrueCourse foundation.
Calendar & Scheduling
Coordinate calendars, appointments, availability, resources, reminders, and public booking without duplicate schedules.
Ready for account configurationView capabilities
- Personal, team, client, and resource calendars
- Appointment requests, booking rules, and reminders
- Calendar synchronization and conflict controls
Clients & CRM
Manage organizations, people, relationships, service history, files, notes, and account activity in one client workspace.
Ready for account configurationView capabilities
- Organization, household, and individual records
- Client history, notes, documents, and activity
- Imports, merges, lifecycle, and access controls
Documents & Approvals
Create, organize, review, approve, sign, retain, and retrieve business documents with accountable workflows.
Ready for account configurationView capabilities
- Document libraries and governed folders
- Review, approval, signature, and version history
- Retention, access, and audit evidence
Forms & Intake
Build governed forms, receive submissions, review responses, and route approved information into operational work.
Ready for account configurationView capabilities
- Reusable form builder and publishing
- Submission review and status workflow
- Validated routing into authorized modules
Communications
Coordinate conversations, email, notifications, templates, delivery status, and record-linked communication.
Ready for account configurationView capabilities
- Individual, team, group, and client recipients
- Inbox, sent, archived, and delivery states
- Messages linked to the actual business record
Finance & Accounting
Run invoicing, payments, banking, expenses, accounting, reconciliation, reporting, and controlled financial close.
Ready for account configurationView capabilities
- Invoices, payments, receipts, credits, and refunds
- General ledger, banking, reconciliation, and reporting
- Module-linked revenue, expense, and project accounting
Human Resources
Support hiring, employee records, onboarding, time, leave, benefits, performance, training, and workforce compliance.
Ready for account configurationView capabilities
- Employee lifecycle and secure personnel records
- Time, leave, benefits, training, and performance
- Manager workflows, approvals, and compliance
Inventory
Control products, materials, equipment, stock, locations, purchasing, receiving, transfers, counts, and fulfillment.
Ready for account configurationView capabilities
- Standard, Construction, Quartermaster, Restaurant, Event, and Property profiles
- Purchasing, receiving, transfers, counts, and returns
- Reorder, valuation, equipment, kit, and fulfillment controls
Project Management
Plan and deliver work through projects, tasks, milestones, resources, budgets, risks, approvals, files, and closeout.
Ready for account configurationView capabilities
- Project command center, boards, timelines, and workload
- Tasks, milestones, RAID, approvals, and status reports
- Financial controls, evidence, collaboration, and closeout
Sales & Commercial
Move leads through qualification, opportunities, activities, quotes, contracts, decisions, and operational handoff.
Ready for account configurationView capabilities
- Lead and opportunity relationship management
- Quote, contract, approval, and decision workflow
- Client, project, finance, document, and message handoff
Sales Pursuits
Manage complex pursuits with qualification, capture planning, requirements, solution strategy, pricing, proposals, and award handoff.
Ready for account configurationView capabilities
- Go/no-go, capture plan, and requirement control
- Solution, profitability, and proposal management
- Submission evidence, decision, and award handoff
Event Management
Plan, approve, publish, register, staff, operate, report, and close events of every size and format.
Ready for account configurationView capabilities
- Requests, approvals, planning, registration, and ticketing
- Sessions, people, venues, resources, communications, and safety
- Check-in, reporting, reconciliation, and closeout
Membership
Manage applications, members, renewals, dues, groups, credentials, communications, benefits, and member service.
Ready for account configurationView capabilities
- Application review and accountable approval
- Member directory, lifecycle, renewals, and dues
- Groups, credentials, benefits, and communications
Facility Reservations
Publish availability and manage reservations for facilities, sites, rooms, cabins, venues, equipment, and appointments.
Ready for account configurationView capabilities
- Public availability, requests, booking, and confirmation
- Capacity, resources, rules, fees, and blackout periods
- Operational calendar, customer, payment, and audit links
Compliance Management
Manage obligations, controls, policies, evidence, audits, incidents, training, permits, hazards, and corrective actions.
Ready for account configurationView capabilities
- Requirements, controls, policies, and evidence
- Audits, incidents, hazards, permits, and corrective actions
- Training, reporting, ownership, and due-date governance
Public Works
Coordinate service requests, assets, inspections, maintenance, crews, projects, permits, and accountable field operations.
Ready for account configurationView capabilities
- Requests, work orders, assets, and inspections
- Crews, schedules, field evidence, and maintenance
- Projects, permits, public updates, and reporting
Nonprofit Operations
Coordinate programs, nominations, screening, grants, fundraising, volunteers, impact, governance, and public reporting.
Ready for account configurationView capabilities
- Programs, nominations, screening, and selection
- Grants, fundraising, volunteers, projects, and impact
- Board governance, reporting, evidence, and closeout
Property Management
One operational workspace for portfolios, leasing, residents, maintenance, inspections, owners, vendors, accounting control, and reporting.
Ready for account configurationView capabilities
- Portfolio, property, space, lease, resident, and owner records
- Maintenance, inspections, turns, vendors, and field work
- Financial controls, documents, reporting, and audit
Restaurant Operations
Coordinate orders, kitchen flow, reservations, inventory, recipes, labor, customers, reporting, and approved provider connections.
Ready for account configurationView capabilities
- Orders, menus, kitchen, reservations, and customer service
- Inventory, recipes, purchasing, food safety, and labor
- Payments, reporting, devices, and approved integrations
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Build the system around your operation.
Select any combination of modules for a TrueCourse scope review. Pricing stays private and no payment, subscription, or entitlement is created until the configuration is approved.