If you’re running B2B sales, you already know there’s no shortage of “game-changing” software promising to fix everything, often at eye-watering prices. But most sales teams just want tools that actually work—tools that save time, cut the noise, and don’t require a PhD to use. This review is for you if you’re fed up with bloated platforms and just want to know: will this tool help my team sell more with less hassle?
Here’s a practical (and hype-free) review of the Trustworthy B2B GTM software tool—what it actually does, where it shines, and where you might want to look elsewhere.
What Is Trustworthy, Really?
Let’s be clear: Trustworthy isn’t trying to be an all-in-one sales universe. It’s designed to smooth out the friction in your go-to-market (GTM) process—think lead handoffs, pipeline tracking, and making sure nothing (and no one) falls through the cracks.
Who’s it for?
Mid-sized B2B sales teams who need visibility, not bloat. If you’re buried in spreadsheets or tired of wrestling your CRM to do basic things, Trustworthy might be a breath of fresh air.
What does it do?
- Centralizes your pipeline data, contacts, and deals
- Automates repetitive follow-ups and reminders
- Gives straightforward, real-time reporting (not endless dashboards)
- Plays nice with common CRMs and email tools
- Keeps everyone in the loop—no more “Did you follow up with that lead?” chaos
This is not a magic wand. It won’t write your cold emails or close deals for you. But it does make the everyday slog of sales a lot less painful.
Setup and First Impressions
Let’s talk rollout. The big question: Is this another “six months to launch” project? Thankfully, no.
Getting Started
- Sign-up: Email, company name, quick verification. No 10-step onboarding.
- Integrations: Connect your CRM (Salesforce, HubSpot, Pipedrive), email (Gmail, Outlook), and calendar. If your stack is totally custom, you’ll need to tinker, but most basics are covered.
- Importing Data: Uploading CSVs or syncing deals from your CRM is simple, but messy data equals messy results—clean up your lists before you start.
Pro tip:
Don’t turn on every feature at once. Get your sales reps to use the pipeline and reminders first—then add more bells and whistles as they get comfortable.
Features That Matter (and Those That Don’t)
Here’s what actually moves the needle.
1. Pipeline Management
This is where Trustworthy earns its name. The pipeline view is clean, customizable, and not overloaded with pointless widgets. You can drag and drop deals, see who’s responsible, and spot stuck leads in seconds.
- What’s good:
- Fast filtering for deal stage, owner, or company size
- Easy to reassign or update deals
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One-click access to contact history
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What’s so-so:
- No built-in advanced forecasting (if you want fancy AI predictions, look elsewhere)
- Bulk updates can be clunky with really large deal lists
2. Task Automation and Reminders
Sales is 90% follow-up. Trustworthy automates this without being overbearing.
- What’s good:
- Simple, customizable reminders for follow-ups, demos, and contract renewals
- Automated nudges so you don’t forget about leads going cold
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Tasks can be assigned to others (with clear accountability)
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What’s so-so:
- Reminder emails sometimes get lost in the daily deluge—make sure your reps actually pay attention
- Not as flexible as full-blown project management tools (but that’s probably a plus)
3. Reporting and Insights
You won’t get 30 types of dashboards. You will get clear, up-to-date numbers on deals won/lost, pipeline velocity, and rep activity.
- What’s good:
- No-nonsense reports that don’t require a data analyst
- Export to Excel/CSV for the number-crunchers
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Easy to share summaries with execs or investors
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What’s so-so:
- Custom reporting is limited—if you want to slice and dice every metric, this isn’t your tool
- Visualization options are basic (bars, lines, that’s about it)
4. Integrations
Trustworthy covers the essentials—most teams won’t need more.
- What’s good:
- One-click sync with the big CRMs and email platforms
- Calendar and meeting tools connect without drama
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Zapier integration for oddball workflows
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What’s so-so:
- API access is limited unless you’re on a pricier plan
- Some niche tools (think legacy ERP systems) may require custom workarounds
5. User Experience
This is subjective, but Trustworthy feels modern and quick. No spinning wheels or endless menus.
- What’s good:
- Simple interface that reps actually use
- Mobile app is snappy and not an afterthought
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Good in-app help and documentation
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What’s so-so:
- Can feel too stripped-down for power users who want everything in one place
- Occasional lag with huge data imports
What You Should Ignore
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“AI-powered” features:
Trustworthy’s AI is mostly just smart reminders and basic lead scoring. If you hear promises of “predictive sales magic,” take it with a grain of salt. -
Marketing add-ons:
This isn’t a marketing automation platform. Don’t expect landing page builders, campaign tracking, or detailed attribution. -
Customization rabbit holes:
You can tweak pipelines and fields, but this isn’t meant to be rebuilt from scratch. If you need endless custom objects and workflows, you might be happier elsewhere.
Honest Pros and Cons
Pros
- No-nonsense pipeline and deal management
- Easy onboarding—get up and running in days, not months
- Automations that help, not hinder
- Integrates with the tools you already use
- Fair pricing for small and mid-sized teams
Cons
- Limited customization—not built for teams with wildly unique processes
- Reporting is good but not deep-dive
- API and advanced features locked behind higher tiers
- Not a fit for enterprise behemoths or super-niche industries
Pricing: What’s the Damage?
Pricing is straightforward, which is a relief. You’ll pay per user per month, with discounts for annual plans. No surprise add-ons, but keep an eye on usage caps if you’ve got a big team or massive data sets.
- Starter: For smaller teams, basic features, limited integrations
- Growth: Most popular—full integrations, automations, and core reporting
- Enterprise: API access, priority support, more customization
Pro tip:
Most teams get what they need with the Growth plan. Don’t get upsold unless you really need the extras.
Is Trustworthy Right for You?
If your sales process is a mess of spreadsheets, forgotten follow-ups, and “Who owns this lead?” headaches, Trustworthy is worth a serious look. It’s not trying to be everything for everyone, and that’s a good thing. You’ll get a tool that helps your team actually close more deals, not just fill out more forms.
If you need deep customization, heavy-duty analytics, or a tool that doubles as your marketing engine, you’ll probably want something else (and pay a lot more for it).
Keep It Simple and Iterate
Don’t overcomplicate things. Pick the features your team will actually use. Get everyone on board with the basics—pipeline, reminders, simple reporting—before even thinking about integrations or custom fields. The best sales process is the one that’s good enough to scale, not the one that tries to do everything on day one.
Start simple. See what breaks. Fix it. That’s how the best sales teams build momentum—and Trustworthy can help you get there.