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About True Client Pro

True Client Pro is a versatile, user-friendly wedding arrangement and plan management solution for small company owners and freelancers that enables you to get on top of your bookkeeping, invoicing, payments, and receipts, so that you'll never have to worry about missing a deadline again. It helps you concentrate on what matters most: expanding your company. With True Client Pro, you can create gorgeous, eye-catching templates for all of your flower guidelines, contracts, invoices, and proposals. You and your team can save time and be more productive while maintaining a polished and professional appearance. You can save and create all of your desired floral recipes, along with generating new ones from True Client’s huge pre-populated floral library. You can manage many events at once and keep an eye on the ground without having to physically be there. You can create professional flower orders for many customers and plot guidelines for any plan using a single click. Additionally, you can keep track of vendor progress and maintain complete control over every aspect of your project from any location.

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    77%
  • Reviews
    67%
  • Momentum
    60%
  • Popularity
    74%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Medium Business
  • Small Business
  • Individuals

API Support

  • NA

Modes of Support

  • Online

True Client Pro Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    77%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

True Client Pro Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 19/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about True Client Pro Pricing.

True Client Pro Alternatives

View All True Client Pro Alternatives

True Client Pro Reviews

User Rating

4.9/5 (Based on 12 Ratings)

Ratings Distribution

  • Excellent

    91.7%
  • Very Good

    8.3%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

Do You Use True Client Pro?

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True Client Pro User Reviews

Videos on True Client Pro

True Client Pro FAQs

What is True Client Pro used for?

True Client Pro is CRM Software. True Client Pro offers the following functionalities:

  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Contact Management

Learn more about True Client Pro features.

What are the top alternatives for True Client Pro?

Does True Client Pro provide API?

No, True Client Pro does not provide API.

True Client Pro Contact

Vendor Details

New York, New York

Contact Details

(646) 470-3473

https://trueclientpro.com/

Social Media Handles

Grid Report for True Client Pro

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