Flex Academy Admin Guide  Where you work In TruDriveSync Admin, go to Flex Academy. Most admin work happens in: Courses (course list) ...

Google Forms - Form Sync Integration Google Forms Integration Connect your Google Forms directly to Perfex CRM. When someone submits a Google Form, the data is automatically sent to your Tr...

Elementor Form Sync Step-By-Step Quick Setup Guide Follow these six steps to connect your Elementor forms to TruDriveSync: Step 1: Enable Elementor Inte...

Adding a Hive Chat Widget to a Website How to create a website embed in your CRM and install it on a WordPress site so visitors can chat with your AI assistant and your team. ...

AI Chat for Projects — Staff Guide The AI Chat module adds an AI assistant to every project. Staff can hold saved, shareable conversations with an AI model in the context of a specific project, attach documents or i...

Appointments — Staff Guide The Appointments module handles scheduling end to end: booking meetings against your services, assigning them to providers, sending reminders, taking bookings from the public form, and kee...

Mailbox — Staff Guide The Mailbox module brings your email into the CRM. Each staff member connects their own mailbox, syncs incoming mail into a familiar inbox, and works with it in place — reading, replying,...

Flex Form — Staff Guide The Flex Form module is a reactive form builder. You build a form out of drag-and-drop blocks, optionally add branching Logic, connect it to a CRM table so s...

TruDriveSync API — Staff Guide This guide is written for someone who has never used an API before. It starts with what an API is in plain terms, walks you through making your first request with nothing but your browser and the built...

BrandForge — Staff Guide BrandForge turns a client's website into a reusable brand kit and a stream of on-brand marketing creatives. You give it a URL, it extracts the brand's DNA (voice, colors, fonts, mes...

Recruitment — User Guide TruDriveSync Module version 1.3.0   About this guide ...

TDS Automations — Staff Guide The TDS Automations module runs your operational workflows automatically. When something happens in the system — a form is submitted, a lead converts, an appointment is booked, an...

Marketing Automation — Staff Guide The Marketing Automation module runs your nurture and outreach on a schedule. Where TDS Automations reacts to operational events, Marketing Automation works on audiences a...

Two-Way SMS Messaging — Staff Guide The SMS feature lets you hold real text-message conversations with leads and customers directly from their record. It is two-way: messages you send go out as normal texts...