# True Client Pro Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about True Client Pro Software - reviews, pricing plans, popular comparisons to other Small Business CRM products and more.

Source: https://www.capterra.com/p/198826/True-Client-Pro

---

# 

 True Client Pro Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 28, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

True Client Pro

## What is True Client Pro?

True Client Pro is an all-in-one CRM for small business owners in the floral and wedding industries. This cloud-based platform simplifies client relationship management, from lead tracking to client communications, helping florists and planners save time and improve client satisfaction. With tools for proposal creation, contract management, inventory tracking, and team collaboration, True Client Pro streamlines daily tasks so you can focus on growing your business and spending more time with loved ones."

## What is True Client Pro used for?

[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Florist](https://www.capterra.com/florist-software/)[Event Management](https://www.capterra.com/event-management-software/)

Top alternative

Featured

Overall rating

Based on 20 user reviews

Reviews sentiment

Positive

95%

Neutral

0%

Negative

5%

Starting price

$39

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### True Client Pro

4.7 (20)

VS.

[4.2 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

$39

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (20)

Ease Of Use

4.0 (1,997)

Value For Money

4.8 (19)

Value For Money

3.9 (1,587)

Customer Service

4.9 (18)

Customer Service

3.8 (1,691)

## True Client Pro alternatives

[4.2 (1,306)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[4.4 (195)](https://www.capterra.com/p/124180/Brightpearl/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (680)](https://www.capterra.com/p/162588/HoneyBook/reviews/)

Starting price

$36.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.7 (6)

83.33% of 6 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Sales Pipeline Management

4.3 (6)

33.33% of 6 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Lead Management

4.8 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Calendar/Reminder System

4.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Notifications/alerts for upcoming events or tasks

Customizable Branding

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Add customized logos and colors to align with company branding

Document Storage

4.7 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

True Client Pro 46 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Notifications/alerts for upcoming events or tasks

Private online space that lets businesses securely share documents and provide information access to clients

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Record customer information, purchase history, and other notes

Store and organize information about customers and previous interactions

Add customized logos and colors to align with company branding

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Pre-made examples and templates for emails

Manage location logistics and coordinate the participation of exhibitors or vendors in an event

Designed for small businesses

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Ability to chat online in real time

Access software remotely via mobile devices

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Accept, record, and reconcile financial transactions

Track and manage the profit margin between the cost of a product and its selling price.

Present a catalog of inventory that customers can view

Track the production of materials and items over certain periods or seasons

Capture photos, signatures, customer IDs, GPS coordinates or other information to act as proof of delivery

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Pipeline view and tracking lead status

Calculation of consumption tax imposed on the sale of goods/services

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Track the frequency of asset usage

Seamlessly integrates with 3rd party websites

Software that specializes in weddings, public and private parties

Get Advice

We can help you find the software with the features you need.

Features

4.6 (20)

4.6

Based on 20 reviews

## Pricing

Value for money

4.8 (19)

Free Trial

[View pricing plan details](https://www.capterra.com/p/198826/True-Client-Pro/pricing/)

Floral Basic Monthly

$39.00

Flat Rate,Per Month

It includes:

-   Lead Capture Form
-   Floral Proposal
-   Digital Contract
-   Lead Nurture
-   Online Square Payment
-   Online Stripe Payment
-   Team Portal
-   Production Reports
-   Team Roles and Rights)
-   Image Gallery
-   Worksheet For Designers and Freelancers
-   Pull list
-   Prep List
-   Flower Ordering List
-   Consolidate Multiple Event Flower Order
-   Vendor Directory
-   Invoice Templates
-   Proposal Templates
-   Contract Templates
-   Templates
-   Payment Reminders
-   Payment Analysis
-   Payment Reporting

Floral Basic Annual

$239.00

Flat Rate,Per Year

It includes:

-   Lead Capture Form
-   Floral Proposal
-   Digital Contract
-   Lead Nurture
-   Online Square Payment
-   Online Stripe Payment
-   Team Portal
-   Production Reports
-   Team Roles and Rights)
-   Image Gallery
-   Worksheet For Designers and Freelancers
-   Pull list
-   Prep List
-   Flower Ordering List
-   Consolidate Multiple Event Flower Order
-   Vendor Directory

Floral Premium Monthly

$175.00

Flat Rate,Per Month

It includes:

-   Lead Capture Form
-   Floral Proposal
-   Digital Contract
-   Automation
-   Lead Nurture
-   Online Square Payment
-   Online Stripe Payment
-   Team Portal
-   Production Reports
-   Team Roles and Rights)
-   Client Portal
-   Image Gallery
-   Worksheet For Designers and Freelancers
-   Pull list
-   Prep List
-   Flower Ordering List
-   Consolidate Multiple Event Flower Order
-   Vendor Directory
-   Task Management
-   Payment Reminders
-   Financial Reporting
-   Payment Analysis
-   Payment Reporting
-   Client Management
-   Client Communications
-   Design Board
-   Invoice Templates
-   Proposal Templates
-   Contract Templates
-   Templates

Floral Premium Annual

$1,799

Flat Rate,Per Year

It includes:

-   Lead Capture Form
-   Floral Proposal
-   Digital Contract
-   Automation
-   Lead Nurture
-   Online Square Payment
-   Online Stripe Payment
-   Team Portal
-   Production Reports
-   Team Roles and Rights)
-   Client Portal
-   Image Gallery
-   Worksheet For Designers and Freelancers
-   Pull list
-   Prep List
-   Flower Ordering List
-   Consolidate Multiple Event Flower Order
-   Vendor Directory
-   Task Management

True Client Pro Events (For Planners)

$59.00

Flat Rate,Per Month

It includes:

-   Lead Capture Form
-   Lead Nurture
-   Proposal
-   Automation
-   Digital Contract
-   Client Portal
-   Vendor Directory
-   Online Square Payment
-   Online Stripe Payment
-   Payment Reminders
-   Image Gallery
-   Document Storage
-   Team Portal
-   Task Management
-   Timeline
-   Budget Tracking
-   Financial Reporting
-   Lead Conversion Analysis
-   Production Reports
-   Day of the Event Reporting
-   Advanced Customizations
-   Invoice Templates
-   Proposal Templates
-   Contract Templates
-   Templates
-   Client Management
-   Client Communications
-   Dedicated Image Folder
-   Design Board
-   Team Roles and Rights)
-   Payment Analysis
-   Payment Reporting
-   Knowledge Based Articles
-   Onboarding

Value for money

4.8 (19)

4.8

Based on 19 reviews

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## Support, customer service and training options

Customer Service

4.9 (18)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (18)

4.9

Based on 18 reviews

## User reviews

Overall rating

4.7

Based on 20 reviews

Filter by rating

5(16)

4(3)

3(0)

2(1)

1(0)

Mentioned topic

Sorted by most recent

KC

Kendra C.

Wedding Co-ordinator

Hospitality

### "True Client Pro is amazing!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 4, 2023

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](https://www.capterra.com/p/210290/Aisle-Planner/)

[Curate](https://www.capterra.com/p/174139/Curate/)

Reasons for choosing True Client Pro

Because I found it to be superior to the products I found

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TB

Tiana B.

Director of Operations and Client Manager

Design

### "TCP Experience"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

May 26, 2023

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.

Switched from

[17hats](https://www.capterra.com/p/144328/17hats/)

[Curate](https://www.capterra.com/p/174139/Curate/)

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.

Alternatives considered

[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)

[Details Flowers](https://www.capterra.com/p/175475/Details-Flowers-Software/)

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GT

Grace T.

Weddings + Events Manager

Events Services

### "Great Product and Getting Better"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 22, 2023

We've really enjoyed using True Client Pro. The \[sensitive content hidden\], is very hands-on and offers weekly office hours and free mini-classes. We've had very positive experiences with tech issues and customer support. I easily halved the amount of emails I receive on a weekly basis simply by having a front-end portal for our couples and much less confusion since we're seeing the same things in real time :)

Pros

One of the best things about True Client Pro is that it is weddings-focused. There are tons of options for CRMs, credit card processing, online forms, and front-end contracts, but I've yet to see another that seamlessly combines these things specifically for weddings. The program has improved since we began, but even then it was a fairly painless process. There is a lot of customizability available which really helps make the program work for us and our specific needs.

Cons

I do wish I had the option to change the names of features (although that would likely make customer support a nightmare). My best example is the feature named "Recipes" which allows you to essentially make a package with colors and various subcategories (items/inventory/selections).

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TD

Tina D.

florist

Events Services

### "Tina's Floral Creations and Rentals"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 25, 2023

I always had trouble with giving my clients quotes. I always cut myself short. My experience with True Client Pro has been great. It has given me more confidence in my quotes and proposals. I wish I had done this sooner.

Pros

This software is absolutely fantastic. It is so easy to work with. I highly recommend

Cons

I liked everything about this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MM

Maya M.

Owner/CEO

Events Services

### "Wonderful Customer Service!"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

January 10, 2023

Pros

I really appreciated how attentive and serving \[SENSITIVE CONTENT\] and her team were for the customer experience. She was always available and willing to answer any questions I or my VA had.

Cons

I thought it was a little clunky and didn't serve my business needs much anymore.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DW

Darcy W.

Virtual Assistant

Events Services

### "Great CRM with Amazing Customer Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 21, 2022

Pros

As a virtual assistant I have used True Client Pro with one of my clients who is a wedding planner. It has been a great resource as our first CRM. \[SENSITIVE CONTENT\] and the entire TCP team are wonderful to work with and always willing to help with any questions. They have incredible customer service and answer questions thoroughly and expediently which is a huge selling point to me. As a newer CRM, they are also continually evolving and improving the program and I have seen that first hand working in TCP. Thank you to \[SENSITIVE CONTENT\] and the entire TCP team! You are a joy to work with!

Cons

Timeline feature isn't as user friendly and customizable as I would like.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KK

Kristen K.

Freelance Floral Designer

Design

### "True Client Pro is game changing!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 3, 2022

I have really enjoyed using this software and I truly think it will benefit my business.

Pros

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. Being able to automate so many tedious day-to-day tasks is also a huge win. Saving time = saving money!

Cons

This software definitely takes some time to learn. There are so many features that it can feel overwhelming. Thankfully, the customer support is extremely helpful and the software becomes pretty intuitive. I think a focus on additional prompts and built in step by step guides within the software will be really helpful.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CL

Christi L.

President

Design

### "Hands-down the best floral software for events in the industry!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 21, 2021

Automations, systems, pricing, proposal writing, emails, chat options...my experience with True Client Pro has been top notch!

Pros

As a lover of systems that make my doing my business easier, so I can get back time at my design table (my first love!), True Client Pro is one of my favorite pieces of software. It's my go-to for all things putting together an event. Efficiency and profitability are my two key elements when looking for a software to use in my business. And the best part? It grows with you! Meaning if you are just starting out it will help you, but it really is on steroids and has so much to offer that as you grow, you won't need anything else...it has it all.

Cons

Getting used to it at first, it seemed a bit daunting, but once I dug in, I was hooked. Just give yourself time to work on setting it up to work for you!

Switched from

[Curate](https://www.capterra.com/p/174139/Curate/)

Usability and growth potential without the add-on pricetag!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AM

Alona M.

Owner

Events Services

### "True Client Pro is great."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 19, 2021

It's been delightful. They've been attentive. They've been doing constant updates to the software that add value. It has definitely improved my work flow.

Pros

This software has helped streamline pricing and manage my whole business better.

Cons

No complaints. I am very happy with the software.

Reasons for choosing True Client Pro

It is more comprehensive and the pricing is good.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KS

Kylie S.

Wedding Coordinator

Retail

### "Amazing, Time Saving Software! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 19, 2021

True Client Pro has saved us so much time! Once you create a custom floral proposal you can share with the clients, you can easily add your recipes for the design and True Client Pro basically does the rest! Floral and supply orders, reports, pull lists, etc... Anyone on my team can login and see what needs done on any given day or answer questions that clients post in the Client/Staff Chat The clients themselves can make changes as necessary and you can just approve or deny the request! They client can also add their own inspiration photos as well as links to Pinterest boards, their wedding hashtags, other vendors they will be using and so many other little details that really help pull the entire event together! The more details you have, the better you can create for that event!

Pros

We love the ease of use that True Client Pro provides! It has simplified and streamlined our process for creating proposals, customizing arrangements and ordering our products and supplies! It also helps create and sell your vision to clients and shows them that you understand what the want and are capable of providing them with exactly what they are looking for, even if they don't know exactly what that is before meeting with you!

Cons

The initial setup requires a lot of time and work but it is worth it to have a software completely customized to how you run your business. There are so many features it can be hard to learn and use them all but it's a great problem to have, they are always updated and adding to the software, trying to improve it in so many different ways! This software doesn't seem to work too well on mobile devices yet but is great on a desk/laptop

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/198826/True-Client-Pro/reviews/)

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