Is there a free trial?

Yes. Starter is free for 7 days. No card. It ends on its own after 7 days unless you add one.

Every tier is month to month. Annual commitment is optional and takes twenty percent off the monthly.

Content, prospects, scoring runs and refreshes are all inside the number for your tier.

Why is there no price for Command?

It is scoped per engagement after you have seen the product on your own accounts, because it is our team running your account and the scope decides the cost.

Is there a setup fee?

The first month is the whole of it. You pay the first month and setup on your own accounts starts.

Yes. The account owner moves up from the Billing tab at any time, and the new price is shown and confirmed before anything is charged. To move down, write to us.

Do I need TruLata to get a website?

No. The site builder stands on its own: building is free, and going live is $49 a month or $468 a year.

What do I keep if I leave?

Your Drive folder of content, your lead ledger, and your own accounts with our access revoked by you.

CRM

Connect Wealthbox to TruLata

Paste a key. The steps below are read from the Wealthbox card on the Integrations tab of your dashboard, so they match what you see.

#Steps

In Wealthbox: Settings, API Access, Create Access Token.
On the Integrations tab of your dashboard, open the Wealthbox card, fill in the API access token and press Connect. TruLata checks it works before saving it, keeps it encrypted and only reads with it.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Wealthbox appears once the connection works.

What Wealthbox brings into TruLata, and which tab it fills: Wealthbox and TruLata.

Every integration, and how each kind of connection works: Connect a tool.

More in CRM

GoHighLevelPaste a key

HubSpotPaste a key

PipedrivePaste a key

InsightlyPaste a key

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request