Waypoint True CRM is Waypoint True’s private sales CRM. Invited team members manage Contacts, Companies, and Opportunities, connect their own Google mailbox and calendar, send email from the CRM, and keep replies and appointments on the record timeline.
Waypoint True CRM helps Waypoint True salespeople track carriers and contacts, send professional email from their own @atdsa.com or @waypointtrue.com Google mailbox, sync those conversations into Activity History, and book calendar appointments from the CRM. Access is by invitation only — signing in with Google does not create a CRM account by itself.
Contacts, Companies, and pipeline stages for trucking sales — kept in one invite-only workspace.
Connect Gmail in Settings → Accounts to send from Contact and Company records and sync replies into Activity.
Book appointments on the connected calendar without a second calendar login.
Only people invited by a workspace admin can use the CRM. Google OAuth grants that member’s mailbox/calendar — not public CRM membership.
The working application for invited members is https://crm.waypointtrue.com. That URL shows a sign-in screen to protect customer data. This public page exists so anyone — including Google OAuth reviewers — can read the product purpose for Waypoint True CRM without logging in.