True Client Pro

True Client Pro

von True Client Pro

Wer verwendet True Client Pro?

Event Planners, Wedding Planners, Venue Owners, Caterers, Florists, Designers, Photographers, DJs, Consultants, Virtual Assistants, Officiants, Videographers, Bakers/Cake Artist, Photobooth, Rentals

Was ist True Client Pro?

True Client Pro provides small business owners with a user friendly, and all-inclusive platform that simplifies operations and helps grow their brand. With our software, you can automate your business processes including: contact us forms, lead management, inventory management, recipe building, proposal, contracts, client portals and much more. True Client Pro was built to be a one-stop shop so owners can spend more time generating sales and and delivering top-notch service to clients.

True Client Pro – Details

True Client Pro

http://www.trueclientpro.com

Gegründet 2018

True Client Pro – Preisübersicht

True Client Pro ist verfügbar ab 39,00 $/Monat. True Client Pro bietet eine Gratisversion und eine kostenlose Testversion. Weitere Preisinformationen für True Client Pro finden Sie unten.

Startpreis

39,00 $/Monat

Preisinformationen

Basic package brings a myriad of features. Upgrade available any time.

Kostenlose Version

Ja

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Kundenbetreuung

Support während der Geschäftszeiten

Online

True Client Pro Funktionen

CRM Software für Kleinunternehmen
Angebote / Vorschläge
Aufgabenmanagement
Dokumentenspeicher
Gebietsmanagement
Kalender-/Erinnerungssystem
Lead Scoring
Live-Chat
Marketing-Automatisierung-Integration
Prognose
Segmentierung
Social-Media-Integration
Visitenkarten-/Ausweis-Scanning
Auftragsmanagement
Automatisierter Kartendruck
Kundenkonto-Profile
Produktion-Nachverfolgung
Schaft-Zählung
Sendungsverfolgung

True Client Pro – Nutzerbewertungen

3 von 3 Nutzerbewertungen angezeigt

Gesamt
5/5
Benutzerfreundlichkeit
5/5
Kundenservice
4.7/5
Funktionen
5/5
Preis-Leistungs-Verhältnis
5/5

Great overall platform for florists and wedding planners!

Bewertet am 28.1.2020
Omar G.
Operations Manager
Transport/Güterfrachtverkehr/Schienenverkehr, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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!

Vorteile: 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.

Nachteile: 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.

True Client Pro!! The Best CRM

Bewertet am 16.1.2020
Kavia G.
Virtual Assistant
Verbraucherdienste, Selbstständig
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: True Client Pro has helped my business a lot. I now have a better system for my clients and my inquiries. As a virtual assistant, I have found a way to utilize all the features provided and it is amazing. The best part is... it's branded to my business. True Client Pro has helped my business grow! My business is now automated!
Like

Vorteile: The features: Client Portal
Proposals
Electronic Signature

Nachteile: I don't have a con about True Client Pro.

True Client Pro

Bewertet am 13.2.2020
Jasmin G.
Vice President Business Development
Fundraising, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I love being able to upload clients and leads from a spreadsheet. This platform allows me to manage my contracts, orders and communicate with my team all in one place and from any location.

Vorteile: This product offers more features than most. It's a great value and the master data is customizable to my needs.

Nachteile: Not all clients prefer to use the portal but it's still very helpful.