Was ist True Client Pro?

True Client Pro provides wedding and event professionals 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.

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

True Client Pro – Details

True Client Pro

2018 gegründet

True Client Pro – Details

True Client Pro

2018 gegründet

True Client Pro – Videos und Bilder

Videos zu True Client Pro
True Client Pro Software - 1 - Vorschau
True Client Pro Software - 2 - Vorschau
True Client Pro Software - 3 - Vorschau
True Client Pro Software - 4 - Vorschau
True Client Pro Software - 5 - Vorschau

Kosten ähnlicher Produkte wie True Client Pro vergleichen

Startpreis

49,00 $/Monat
50,00 $/Monat
29,00 $/Monat
89,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Nein
Kostenlose Version Ja

Gratis Testen

Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja

True Client Pro – Bereitstellung und Support

Kundenbetreuung

  • E-Mail/Helpdesk
  • FAQ/Forum
  • Telefon-Support

Einsatz

  • Cloud, SaaS, webbasiert

Training

  • Live Online
  • Dokumentation

Funktionen von True Client Pro

  • Angebote / Schätzungen
  • Aufgabenmanagement
  • Berichterstattung / Analyse
  • Dokumentenspeicher
  • E-Mail-Management
  • Gebietsmanagement
  • Kalender-/Erinnerungssystem
  • Kontaktmanagement
  • Lead-Qualifizierung
  • Leadmanagement
  • Live-Chat
  • Marketing-Automatisierung
  • Prognose
  • Sales-Pipeline-Management
  • Segmentierung
  • Social-Media-Integration
  • Verfolgung von Interaktionen
  • Visitenkarten-/Ausweis-Scanning

Siehe die vollständige CRM Software für Kleinunternehmen Liste

  • ACH Zahlungsabwicklung
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Angebotserstellung
  • Anpassbare Vorlagen
  • Auftragserfassung
  • Auftragsmanagement
  • Auftragsverfolgung
  • Automatisierter Kartendruck
  • Barcode / Tickets scannen
  • Barcode-Erkennung
  • Belegmanagement
  • Berichterstattung / Analyse
  • Bestandsverfolgung
  • Bestell-Management
  • Buchhaltung
  • CRM
  • Design-Management
  • Drittanbieter-Integration
  • E-Commerce-Integration
  • E-Mail Marketing
  • Einkaufswagen
  • Einzelhandel-Lagerverwaltung
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Geschenkkarten-Management
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Kreditkartenbearbeitung
  • Kundendatenbank
  • Kundenkonten
  • Kundenportal
  • Kundenspezifisches Branding
  • Liefernachweis
  • Mehrere Standorte
  • Mitarbeitermanagement
  • Mobiler Zugriff
  • Offline-Zugriff
  • Preis- / Margen-Management
  • Produktion-Nachverfolgung
  • Produktkatalog
  • Rabattmanagement
  • Retourenmanagement
  • Routing
  • SEO-Management
  • Schaft-Zählung
  • Sendungsverfolgung
  • Suchen / filtern
  • Transaktionshistorie
  • Treueprogramm
  • Umsatzsteuer-Management
  • Verkaufsberichte
  • Verkaufspunkt POS
  • Webseitenintegration
  • Website-Entwicklung
  • Wiederkehrende Bestellungen
  • Zahlungsabwicklung

Siehe die vollständige Floristen Software Liste

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Erfahrungen mit True Client Pro

Alle 15 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
4,7
Benutzerfreundlichkeit
4,1
Kundenservice
4,8
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,9

Nutzerbewertungen nach Bewertung

5
12
4
2
2
1

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Omar G.
Operations Manager in Philippinen
Transport/Güterfrachtverkehr/Schienenverkehr, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great overall platform for florists and wedding planners!

5 vor 2 Jahren

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.

Alona M.
Owner in USA
Eventservice, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great product!

5 letztes Jahr

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

Vorteile:

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.

Nachteile:

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

Jill H.
owner and lead designer in USA
Eventservice, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Opinion from a florist

2 vor 4 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Christi L.
President in USA
Design, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

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

5 vor 3 Monaten

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

Vorteile:

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.

Nachteile:

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!

Kylie S.
Wedding Coordinator in USA
Einzelhandel, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Amazing, Time Saving Software!

5 vor 4 Monaten

Kommentare: 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!

Vorteile:

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!

Nachteile:

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