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True Client Pro

True Client Pro

4.7 (22)
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What is True Client Pro?

All-in-One Event Management CRM Software for Florists, Wedding Planners, and Venues True Client Pro is a cloud-based management software that empowers you as a Florist, Wedding Planner, and Venue Owner to simplify your workflow, giving you more time for creativity and growth to run your business successfully so you can spend more time with your loved ones.

Do you work for True Client Pro?Claim this product profile
Manage a million and one business operations all in one place. True Client Pro has the most robust, complete, and seamless project management tools to streamline your processes, ignite your teamwork mindset, and kindle the fire for your success.
Our complete Florist Proposal Software empowers you to confidently create a beautiful proposal. Say goodbye to spending hours in third-party apps to create unique proposals that wow your clients!

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How much is True Client Pro?

Starting From:
$175 Per Month
Pricing Model: Flat Rate
  • Yes, has free trial
  • No free version
Pricing Details (Provided by Vendor):
Basic - $49 per month or $39 per month (billed annually) Premium - $99 per month or $79 per month (billed annually)

True Client Pro Features

What solutions does True Client Pro provide?

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True Client Pro Reviews

Showing 5 of 22 reviews
Overall
4.7
Ease of Use
4.1
Customer Service
4.9

Pros

  • It has made it so that we are not all over the place when tracking clients, communication, payments, and all of that. So it has been a great help with all of our processes overall.

  • I really enjoyed how customizable this software is. Branding is so important and I felt like I had everything I needed at my fingertips in order to truly create the perfect platform for my business.

  • It's wonderful having a forward facing portal so that clients feel like they have access and control and I love not getting emails about the same question a bunch of times.

  • The software flexible to customize to my needs, and it is a great value for the money. The customer service is amazing.

Cons

  • There are a lot of glitches and when one thing gets implemented something gets messed up or stops working.

  • I always had trouble with giving my clients quotes. I always cut myself short.

  • I also work odd hours and there was no one to contact after 5PM for assistance.

  • I bought it paid for the year, received no onboarding email. When I emailed for assistance, it was going to be over a week to get on the calendar.

Most Helpful Reviews for True Client Pro

Omar G.
Operations Manager
Transportation/Trucking/Railroad, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
January 28, 2020

"Great overall platform for florists and wedding planners!"

Overall: I have a flower arrangement business while my friend organizes and plans weddings. We both use True Client Pro and it has helped us grow our start up side businesses into fully realized sources of incomes. We've been using True Client Pro for the past year and it has helped us anywhere from managing our contacts to setting up proposals and even generating reports. We highly recommend this for anyone looking to up their business game this year!

Pros: From the initial account set up to actual daily usage of the CRM, I've had all but awesome experiences with True Client Pro. Set up was a breeze and compared to other CRMs in the market, it was very intuitive. Reports can be done with a couple of clicks. Contact management is ideal for my business. I loved the idea that I could send proposals to my clients and have them e-sign it all in one go. So many features, so much accessibility, so many things to take in. What I love though... The daily checklist and to-do is my GO-TO tool and helps point me in the right direction every single day.

Cons: Like all CRMs, there are still some things to improve and would love to see more. Among which would be since there are quite a number of features, there is definitely a learning curve to get you to maximize all of its functionalities. Sometimes, it can get quite daunting. But once you get the hang of it, you'll definitely love True Client Pro and it will be a staple in your daily business needs.

Alternatives Considered: Floranext and Lobiloo
Reasons for Choosing True Client Pro: True Client Pro is an overall better platform. Very intuitive!
Tiana B.
Director of Operations and Client Manager
Design, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4.0
Ease of Use
3.0
Customer Service
5.0
Features
3.0
Value for Money
4.0
Likelihood to Recommend
6/10
Reviewer Source
Source: Capterra
May 26, 2023

"TCP Experience"

Overall: My overall experience has been good, especially with [sensitive content hidden] and her team. They have all been very helpful and have really taken care of any of the things that come up for us. The software itself has helped us keep everything in one place as I was looking for from the beginning. So all in all, it has been a positive transition.

Pros: The program overall is good and I believe that as the software progresses it will be one the best programs that you can get. The client communication, having everything in one place, being cloud accessible, all of the additional tracking features, the auto emails - all of it is exactly what I was looking for better success within my company. It has made it so that we are not all over the place when tracking clients, communication, payments, and all of that. So it has been a great help with all of our processes overall.

Cons: There are a lot of glitches and when one thing gets implemented something gets messed up or stops working. Having to constantly clear our cache so the system works properly is pretty annoying. The proposal/worksheet/contract/project details all being on different tabs makes for a lot of clicking and time spent doing so. The formatting on the proposals and all the templates being the exact same is not great. Project managers not being able to just see a defined list of THEIR assigned contacts is not helpful. There's a lot of auto populate information that could really help with things but is not happening currently. There are some functions that should not be able to be changed unless an administrator like pricing of individual products while in the worksheet.

Alternatives Considered: HoneyBook and Details Flowers
Reasons for Choosing True Client Pro: The overall functionality and volume sales and clients we have. Also, again wanting to have all communication and tracking in one place.
Switched From: 17hats and Curate
Reasons for Switching to True Client Pro: We didn't want to have multiple avenues for everything we were doing. We really wanted everything in one place and 17hats is archaic in its design and function. It also glitches out on a regular basis and lots of things have gone wrong within their system that they never have an explanation for.We were not going to switch from curate as we really do like their platform. The proposals are beautiful, there are multiple different templates to choose from, its extremely customizable and user friendly. The only reason we switched was to stay in line with having everything in one place, though I do wish we would have stayed using curate until the TCP proposal template is refined more.
Jill H.
Owner
Events Services, Self-employed
Used the software for: Less than 6 months
Overall Rating
2.0
Ease of Use
1.0
Features
5.0
Likelihood to Recommend
2/10
Reviewer Source
Source: Capterra
July 23, 2021

"Opinion from a florist"

Overall: I bought it paid for the year, received no onboarding email. When I emailed for assistance, it was going to be over a week to get on the calendar. I was not going to wait that long so I closed the account and was not charge the year.

Pros: Integration with my existing business was not going to work. I had existing contracts with with clients who were not fully paid until their event in another software. Why pay for two software at the same time. I am not sure what I will two in the next few months, as my existing software will increase in cost but at least I know how to use it easily. True Clients was built for multiple uses and different businesses maybe the reason it is to cumbersome for me.

Cons: Never used the software as it was way to cumbersome. I closed the account within days of purchasing. There was no onboarding email. I really was hoping to switch to this software but it was just way to much to look at on the screen. I did not want to see things on the screen I was not going to use. I wanted it all deleted to make what I saw easy after days of deleting things, like rules, and customization I was so lost, I just closed the account. I also work odd hours and there was no one to contact after 5PM for assistance.

Reasons for Switching to True Client Pro: s I did not cancel curate when purchase True Client as I was paid up until the end of 2021.
Kendra C.
Wedding Co-ordinator
Hospitality, Self-employed
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
August 4, 2023

"True Client Pro is amazing!"

Pros: I found True Client Pro to be a truly amazing software that really helped me with planning the events I have coming soon. I used it to create the whole vision for my client to see what I was going for flowers and all as they are a very visual couple.

Cons: Learning the system took a while but once I got the hang of things I found it really easy and user friendly

Alternatives Considered: Aisle Planner and Curate
Reasons for Choosing True Client Pro: Because I found it to be superior to the products I found
Alona M.
Owner
Events Services, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 27, 2020

"Great product!"

Overall: True client pro has improved my work flow dramatically and has improved the way I provide services to my clients.

Pros: The software flexible to customize to my needs, and it is a great value for the money. The customer service is amazing. They're growing and constantly improving.

Cons: There are a couple features in the pipeline that haven't been rolled out yet, but they are on schedule to launch them.

Alternatives Considered: HoneyBook and inFlow Inventory
Reasons for Choosing True Client Pro: It is more comprehensive and the pricing is good.
Reasons for Switching to True Client Pro: True Client consolidated everything into one program.