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!

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.

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.

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.

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

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.

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.

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.

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

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.

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

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

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.

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!