Welcome to Trussi

Let's get your account ready.

Share the details below so we can set up your workspace, organize your migration, and prepare your onboarding.

6 sections Clear, guided setup
10 to 15 min Most teams finish in one sitting
Logo upload Add your brand assets
Team access Add everyone who needs a login
Section 1 of 6 Company Information

1 Company Information

Tell us about your business

Tell us how your business is set up so we can prepare your account.

Add anyone else we should include in onboarding communication.
Select all that apply.
Upload the version you'd like us to use across your Trussi workspace. PNG or SVG preferred.
2 Current System

What are you migrating from?

Tell us what you're using today so we can prepare setup and migration.

Select all that apply.
We use admin access to review your current setup and prepare your migration into Trussi. Your credentials are used only for onboarding.
● Stored securely, used only for migration
● Encrypted and deleted after migration
Add the login URL if your CRM uses a specific subdomain or sign-in page.
3 Data Migration

What data needs to come over?

Help us understand what should move over first.

Choose the records that matter most for launch.
If you already use quote or estimate templates, we can mirror them in Trussi.
4 Communication and Systems

How does your team communicate?

These details help us set up communication and day-to-day workflows.

What do you use for business calls?
If someone else manages your site, share their contact information.
5 Team and Roles

Who is on your team?

We'll use this to prepare access, permissions, and onboarding.

Share the main point of contact for each area.
Add everyone who should have a login when your account goes live.
6 Final Details

Anything else we should know?

Anything you share here will help us tailor your setup.

Share anything else that would help us support your team.
Once you submit the form, our team will review your information and follow up with next steps, your agreement, and onboarding timing.