Product Documentation
TruCore Platform (CRM Layer)
The operating system for the beauty business.
Overview
TruCore is the back-end engine of the Tru ecosystem - a SaaS platform designed to power how aesthetic providers run and grow their businesses.
It’s a modern, data-connected CRM that integrates client management, booking, analytics, AI-driven insights, and marketing automation - all inside one simple interface.
TruSelf captures the attention. TruCore converts it into revenue.
1️⃣ Dashboard Overview
Purpose: Give providers a single control center for managing their clients, team, and performance in real time.
Section | Function | Description |
|---|---|---|
Overview Panel | KPIs & daily snapshot | Bookings, revenue, and lead summaries. |
Tasks & Automations | Workflow tracking | Auto-reminders, staff tasks, and AI suggestions. |
Pipeline View | Sales funnel management | Visualizes client journey: lead → consult → treatment → follow-up. |
Community Leads Widget | TruSelf data integration | Imports qualified patient leads based on TruSelf activity (e.g., saved boards, follows). |
Performance Analytics | Reporting layer | Tracks engagement, ROI, and retention. |
Goal: Replace 4–5 disconnected tools with one intuitive dashboard built for aesthetics.
2️⃣ Features by Module
A. CRM & Client Management
Full lead + client record system with communication history.
Tags and segmentation (by treatment type, spend, frequency).
HIPAA-compliant storage and encryption.
TruSelf integration - automatically imports community leads.
Key Features:
One-click lead import from TruSelf profiles.
Smart filters for treatment type and repeat clients.
Automated task creation after consultations.
Customizable client forms and consent storage.
B. Bookings & Scheduling
Calendar management for single or multi-staff operations.
Integrated text/email reminders.
Syncs with Google Calendar and iCal.
Online booking widget for provider websites.
AI Scheduling (TruCore Smart Calendar):
Predicts optimal times based on provider performance.
Recommends scheduling based on historical demand data.
Upcoming Feature: Auto-fill booking forms for TruSelf users (reduces friction by 40%).
C. Marketing & Communications
Built-in campaign manager for SMS, email, and social automations.
TruSelf retargeting - send campaigns to users who saved your clinic.
Custom templates for promotions, seasonal campaigns, and follow-ups.
Tool | Function | Example |
|---|---|---|
Campaign Builder | Create segmented campaigns | “Rebook for 15% off” SMS |
Automation Flows | Trigger messages based on actions | Follow-up 3 days after consult |
Review Requests | Gather ratings post-appointment | Boosts profile trust on TruSelf |
D. Analytics & Insights
Revenue tracking, conversion rates, and ROI by channel.
Visual charts for bookings, cancellations, and recurring clients.
AI Insights layer (coming Q3 2026): predictive recommendations for pricing and scheduling.
Metric | Description | Use |
|---|---|---|
Lead Source Analytics | Tracks where clients came from (TruSelf, Instagram, Google). | Identify ROI by channel. |
Treatment Profitability | Shows average revenue per treatment. | Optimize service mix. |
Staff Utilization | Measures performance by provider. | Adjust scheduling and bonuses. |
Retention Rate | Repeat client tracking. | Benchmark loyalty and churn. |
E. AI Tools (TruAI)
TruAI is the intelligence layer built into TruCore.
Feature | Function | Benefit |
|---|---|---|
Predictive Insights | Recommends next best action for each lead. | Improves conversions and retention. |
Smart Follow-Ups | Automates messages based on client behavior. | Saves time, increases engagement. |
Revenue Forecasting | Predicts monthly ARR & client trends. | Enables better planning. |
Provider Scoring | Benchmarks staff against peers. | Gamifies performance and growth. |
Future Add-On (2026):
TruGPT Assistant - AI co-pilot that answers provider questions (“Show my top 10 performing treatments this month”).
3️⃣ Product Demo
Demo Environment (Investor Access):
URL: demo.trucore.app
User: investor_demo@trucore.ai
Password: provided upon request
Included in Demo:
Dashboard with mock data (clients, revenue, bookings).
TruSelf lead integration preview.
CRM and scheduling workflow sample.
AI Insight mock recommendations.
Prototype:
Clickable version in Figma showing full UI flow:
Login → Dashboard → Client Profile → Campaign Builder → Reports.
Hosted on Lovable.dev for rapid MVP transition.
4️⃣ Technical Overview
Component | Stack | Notes |
|---|---|---|
Frontend | Next.js / React / TypeScript | Unified UI with TruSelf design language. |
Backend | Supabase + Postgres | Secure data layer; RLS policies for multi-tenancy. |
Auth | Supabase Auth (OAuth + JWT) | Role-based access control for admin/staff. |
API | REST + GraphQL-ready | Modular endpoints for future developer access. |
Integrations | Zapier, Stripe, Google Calendar, Twilio | Core automations and payments. |
Security | AES-256 encryption, SOC2 compliance planned | HIPAA-ready data protection. |
5️⃣ Future Expansion
Roadmap Phase | Feature | Timeline |
|---|---|---|
Q4 2025 | Beta release for 100 design partner clinics | ✅ In progress |
Q2 2026 | Public SaaS launch | Planned |
Q3 2026 | AI Insights + TruAI Assistant | Development |
Q4 2026 | Enterprise dashboard + API access | Scheduled |
2027 | Full ecosystem sync with TruSelf data | Long-term goal |
TruCore is the infrastructure layer that beauty businesses have been missing.
It’s simple, data-driven, and built from the ground up to run on truth, not guesswork.