About True Client Pro
True Client Pro is an all-in-one florist CRM software from True Client Pro that helps manage clients, proposals, bookings, inventory, and events. It combines floral design and management, time-saving templates, and admin task features to support efficient operations for event florists. The platform offers tools for planning perfection and promotes teamwork among staff, ensuring that every aspect of floral business management is covered. With a user-friendly interface, True Client Pro simplifies the administrative processes, allowing florists to focus more on creativity and customer service. Key capabilities: floral design and management admin task management time-saving templates event booking management team collaboration Best for: event florists that need comprehensive tools to manage their floral business.
True Client Pro is a powerful cloud-based customer relationship management (CRM) and event management software tailored specifically for florists, event planners, and wedding professionals. Designed to simplify and streamline complex workflows, the platform integrates all aspects of event and floral business management into a single, cohesive system. With features such as lead tracking, proposal creation, budgeting, inventory control, client communication, and event scheduling, True Client Pro allows users to efficiently manage every stage of their business process from one intuitive interface. One of its standout features is its advanced floral recipe and inventory management tool, which helps florists design arrangements, track materials, and calculate costs accurately, reducing waste and optimizing profit margins. Event planners benefit from the platform’s customizable proposal templates, contract management with e-signature capability, and budgeting tools that help them deliver professional, well-organized client experiences. The client portal is another highlight, allowing customers to view proposals, sign contracts, make payments, and stay updated on project progress, improving transparency and communication.
Pros & Cons
- True Client Pro streamlines operations for event planners and florists by merging CRM, billing, and project management tools into one easy-to-use system.
- Its built-in client portal enhances transparency and professionalism, giving clients real-time access to proposals, payments, and updates.
- The software’s automation features save significant time by reducing manual follow-ups and repetitive administrative tasks.
- It includes niche features for florists—such as recipe creation and cost tracking—that are rare in general event management tools.
- While rich in features, its setup can be complex for new users who are unfamiliar with digital CRM or project management systems.
- Because it caters mainly to florists and event planners, it may not fully suit businesses in other rental or production-heavy industries.
- Some users report a learning curve with navigation, particularly when managing multiple projects or switching between templates.
- Certain advanced functions, such as team access and portal customization, are locked behind higher-tier plans.
Features
Key features
Combines lead tracking, proposals, contracts, invoicing, and project management into a single, centralized platform for florists and event planners.
Offers a client-facing portal for seamless communication, allowing clients to view proposals, share inspiration boards, approve designs, and sign contracts in one place.
Enables users to build floral recipes, manage product libraries, and track markups, helping control costs and ensure accurate material planning.
Automates repetitive processes such as lead follow-ups, quote generation, and task assignments across the event cycle to increase efficiency.
Provides insights into event profitability, expense tracking, vendor performance, and project progress through customizable reports and dashboards.
Additional features
Captures new inquiries, manages client information, and tracks sales pipelines to improve conversion.
Generates branded quotes, contracts, and design boards with digital signature options.
Helps track event timelines, assign tasks to team members, and monitor deadlines.
Organizes guest lists, seating charts, and vendor directories within each project.
Stores floral items, decor pieces, and associated costs, automating markups for consistent pricing.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About True Client Pro
True Client Pro is an all-in-one florist CRM software from True Client Pro that helps manage clients, proposals, bookings, inventory, and events. It combines floral design and management, time-saving templates, and admin task features to support efficient operations for event florists. The platform offers tools for planning perfection and promotes teamwork among staff, ensuring that every aspect of floral business management is covered. With a user-friendly interface, True Client Pro simplifies the administrative processes, allowing florists to focus more on creativity and customer service. Key capabilities: floral design and management admin task management time-saving templates event booking management team collaboration Best for: event florists that need comprehensive tools to manage their floral business.
True Client Pro Details
True Client Pro's In-App Market Place
Does True Client Pro have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), MXN ($), BRL (R$), RUB (₽)
Pros & Cons
- True Client Pro streamlines operations for event planners and florists by merging CRM, billing, and project management tools into one easy-to-use system.
- Its built-in client portal enhances transparency and professionalism, giving clients real-time access to proposals, payments, and updates.
- The software’s automation features save significant time by reducing manual follow-ups and repetitive administrative tasks.
- It includes niche features for florists—such as recipe creation and cost tracking—that are rare in general event management tools.
- While rich in features, its setup can be complex for new users who are unfamiliar with digital CRM or project management systems.
- Because it caters mainly to florists and event planners, it may not fully suit businesses in other rental or production-heavy industries.
- Some users report a learning curve with navigation, particularly when managing multiple projects or switching between templates.
- Certain advanced functions, such as team access and portal customization, are locked behind higher-tier plans.
True Client Pro's Support Options
Email Address
Hello@trueclientpro.comContact
+1 646-470-3473True Client Pro's Alternatives
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