About True Client Pro

True Client Pro is a customer relationship management (CRM) solution that helps small businesses streamline client interaction, workflow management and project tracking operations via a unified platform. It allows employees to capture customers’ electronic signatures, manage leads and automate recurring tasks. Features of True Client Pro include contact management, document storage, reporting, territory management, custom templates, a client portal and more. The application enables professionals to manage inventories, track projects and communicate with clients via chat functionality. Additionally, event organizers can use the application to create, modify and share proposals with clients in real-time. True Client Pro lets administrators process payments, share invoic...

True Client Pro Pricing

Basic - $49 per month or $39 per month (billed annually) Premium - $99 per month or $79 per month (billed annually)

Starting price: 

$49.00 per month

Free trial: 

Available

Free version: 

Not Available

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True Client Pro User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 15 reviews

Omar

GoCatch

Verified reviewer

Company size: 51-200 employees

Industry: Transportation/Trucking/Railroad

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed January 2020

Great overall platform for florists and wedding planners!

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.

Reasons for choosing True Client Pro

True Client Pro is an overall better platform. Very intuitive!

Alona

A. Caroline Creative

Verified reviewer

Company size: 2-10 employees

Industry: Events Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed June 2020

Great product!

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.

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.

Christi

Dellarobbia Inc | Business of Flowers

Verified reviewer

Company size: 1 employee

Industry: Design

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2021

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

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!

Reasons for switching to True Client Pro

Usability and growth potential without the add-on pricetag!

jill

Jill Heaton Event Decor

Verified reviewer

Company size: 1 employee

Industry: Events Services

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

1

Functionality

5

Reviewed July 2021

Opinion from a florist

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.

Kylie

Linda Brown's Floral

Verified reviewer

Company size: 2-10 employees

Industry: Retail

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2021

Amazing, Time Saving Software!

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

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