Florist Software & CRM for Wedding and Event Florists
Manage Your Floral Business From Inquiry to Event Production
True Client Pro brings client inquiries, proposals, contracts, floral recipes, payments, and event production into one connected system. Spend less time managing spreadsheets and disconnected tools, and more time running your floral business.
Created by an experienced event florist who understands what happens behind the scenes of every wedding.
Mayuri Parikh | Founder of True Client Pro and Event Florist with Over 30 Years of Experience
What is True Client Pro?
True Client Pro is an all-in-one florist CRM and business management software built specifically for wedding and event florists. Created by an experienced event florist, it connects the administrative, creative, financial, and production sides of running a floral business.
From capturing new inquiries and creating customized proposals to building floral recipes, managing contracts, tracking payments, and preparing event production reports, True Client Pro keeps your workflow organized in one platform.
Whether you work independently or manage a team, True Client Pro helps you reduce repetitive administrative work, keep client and event information organized, and make more informed business decisions.
How Does True Client Pro Work?
Everything You Need to Manage and Grow Your Floral Business
Business Management Tools
Managing a wedding and event floral business involves more than keeping track of clients. From the first inquiry to the final event breakdown, every project requires organized communication, schedules, payments, and team coordination.
True Client Pro brings your client information, event projects, tasks, payment tracking, and business calendar together in one florist CRM. Instead of switching between spreadsheets, emails, and separate applications, you can manage your daily operations from one connected platform.
Stay organized, keep your team informed, and spend less time on administrative work so you can focus on designing beautiful events and growing your floral business.
Keep client contact details, communication history, and event information organized in one place so you can manage relationships from the first inquiry onward.
Manage wedding and event projects from inquiry through production. Track project stages, event details, proposals, contracts, and important deadlines.
Create professional wedding and event proposals using customizable templates or build your own. Present event details, floral designs, pricing, optional items, and payment schedules in one organized proposal.
Manage revisions with proposal versions and PDF history. Share proposals with clients and track engagement, including whether a proposal has been viewed.
Keep your proposal process organized from the initial presentation through revisions and client approval, with everything connected to the event project.
Create and manage event contracts directly within True Client Pro. Present clients with their agreement through the Client Portal, where they can review and electronically sign their contracts.
Keep signed agreements connected to the event project alongside proposals, payment information, and client communication. Track contract status and maintain organized records throughout the booking process.
Organize project responsibilities with built-in task management. Create tasks, assign team members, select categories, track progress, set due dates, and attach supporting documents. Connect tasks to specific projects, venues, and event spaces to help your team stay organized from planning through event execution.
Communicate with clients through the Client Portal and keep conversations connected to their projects instead of searching through scattered messages.
Create detailed invoices directly from your event projects, including itemized products and services, quantities, pricing, taxes, and applicable fees.
Manage payment schedules, record received payments, and monitor outstanding balances in one place. Access previously generated invoices through Invoice History and download records when needed.
Keep your financial information connected to each event so you can track what has been billed, what has been paid, and what remains outstanding.
View upcoming events and manage your project schedule from one centralized calendar. Use the Event Scheduler to view and filter projects by status, including active projects, prospects, and archived events. Stay organized and keep important event dates connected to your project information.
Event & Floral Tools
True Client Pro helps wedding and event florists organize the creative and production sides of their business in one connected platform.
Build detailed floral recipes, organize flowers and hard goods, manage product collections, and calculate arrangement costs using your own pricing and markups. Save recipes for future projects and keep the information you need for ordering, preparation, and event production organized.
From planning individual arrangements to preparing for an entire event, True Client Pro connects your designs with the details needed to bring them to life.
Create and organize a product library of flowers, greenery, containers, hard goods, and rental items. Store product details, images, costs, and pricing information to make building floral recipes and proposals easier.
Build detailed floral recipes with flowers, hard goods, quantities, costs, and markups. Save recipes to your library, reuse them for future events, and generate the information needed for floral ordering and production preparation.
Organize your reusable designs and product collections in one place. Keep frequently used items and arrangements accessible so you can build proposals and plan future events more efficiently.
Keep important event-related contacts and business information organized in one directory, making it easier to reference the people and companies involved in your projects.
Customization & Collaboration
Customize True Client Pro to match the way your floral or event business operates. Create your own product categories, project types, item groups, task workflows, and payment configurations.
Set up reusable proposal item descriptions and three pricing options, including a default price that automatically appears when you add an item to a project. This helps your team prepare proposals faster, keep descriptions consistent, and reduce repetitive data entry.
Keep your business organized with settings and workflows designed around your services, pricing structure, and production needs.
Customize available fields to capture and organize the information your business needs. Keep important client, project, and business details structured around your workflow.
Set up your business profile, contact information, branding, and available system preferences. Maintain consistent business details across your account and client-facing documents.
Give clients a dedicated online space to review proposals, sign contracts, view payment schedules, make payments, exchange messages, and share project-related files and inspiration. Keep important documents and communication connected to their event.
Automation & Insights
Running a floral or event business requires more than managing projects. You need reliable communication, organized workflows, clear team responsibilities, and visibility into your business performance.
True Client Pro helps reduce repetitive administrative work with customizable email templates, action-triggered notifications, and scheduled reminders. Personalize messages using client and project information, adjust recipients and content before sending, and manage automated email settings to fit your workflow.
Give team members their own access with defined roles and permissions. Control what each person can view or edit, including sensitive pricing information, while keeping projects, tasks, and production responsibilities connected.
Monitor leads, booked projects, payments, team assignments, and business performance from one centralized platform. Spend less time switching between systems and more time managing your business.
Reduce repetitive communication with automated, action-based email notifications and scheduled system emails. True Client Pro helps keep clients and team members informed about important project activities, with the flexibility to enable or disable available email notifications based on your business needs.
Stay informed about important project activities with built-in notifications. View updates about client payments, project activity, and system actions directly within True Client Pro. Keep track of important information without having to search through separate emails or applications.
Track projects from the initial inquiry through booking, production, and completion. True Client Pro automatically updates certain project stages based on workflow actions, such as sending a contract, while allowing business owners to manually manage other stages.
Organize projects as prospects, active, or archived, and categorize archived projects as Done, Lost, or Canceled. Keep your entire project pipeline organized, see where every event stands, and identify which projects need attention.
Monitor your business performance from one centralized dashboard with visual reports for gross sales, payments, leads, clients, and team task assignments.
Track projects as they move through your business pipeline, including those marked Done, Lost, or Canceled. True Client Pro uses the project activity and status updates recorded by your team to provide lead conversion insights.
Identify trends, evaluate your business performance, and make informed decisions using your actual business data.
Add team members to your True Client Pro account and manage their access based on assigned roles and available permissions. Keep your team connected to the information and responsibilities they need to manage projects efficiently.
True Client Pro continues to evolve with software improvements, feature updates, and tools designed for wedding and event professionals. Access available help resources, product guidance, and support based on your subscription plan.
Business & Production Reports
From Floral Recipes to Event-Day Execution
True Client Pro connects your floral designs with the reports needed to prepare, organize, and execute every event. Generate detailed production worksheets, flower ordering lists, financial reports, and event-day logistics directly from your project information.
Instead of manually creating separate spreadsheets and checklists, access the information your team needs for floral preparation, delivery, installation, and breakdown.
Generate detailed floral recipe worksheets with or without pricing, including quantities, materials, and arrangement details. Create designer-specific worksheets to help your team prepare and produce each arrangement.
Generate flower ordering and shopping lists using the products and quantities entered in your floral recipes. Organize purchasing requirements and prepare for upcoming events without rebuilding lists manually.
Create pull lists to identify the supplies, hard goods, rental items, and décor needed for each event. Keep preparation organized so your team knows what needs to be gathered before production and delivery.
Assign floral arrangements, décor, and rental items to specific venues, locations, and event spaces. Generate location-specific logistics reports showing what belongs in each room or setup area, helping your team organize deliveries and installations.
Prepare for event day with delivery reports, strike-down and breakdown reports, and Parking Lot Execution Reports. Keep important setup, delivery, and breakdown information organized for your event team.
Review project profitability and key event information with Profit & Loss reports and executive summaries. Understand project costs and financial performance to support better pricing and business decisions.
Explore the Benefits of Using True Client Pro
The Hidden Costs of Running Your Floral Business Without the Right Systems
When inquiries go unanswered or follow-ups are delayed, potential clients may book with another florist. Without an organized system to manage leads, conversations, and follow-up tasks, valuable opportunities can easily be overlooked.
Switching between spreadsheets, emails, documents, and separate applications takes valuable time away from your business. Reentering information, updating proposals, and preparing production documents manually creates unnecessary administrative work.
Scattered event details, outdated documents, and missed updates can lead to incorrect orders, design mistakes, and last-minute changes. Keeping project information organized helps your team work from consistent details.
When invoices, payment schedules, and outstanding balances are tracked separately, it becomes harder to know what clients owe and when payments are due. Without clear financial visibility, missed follow-ups can affect cash flow.
When responsibilities are communicated through scattered emails, texts, and verbal instructions, tasks can be overlooked. Without clear assignments and access to updated project details, your team may spend more time asking questions than completing work.
Clients expect professional proposals, clear contracts, convenient payments, and timely communication. When information is scattered across different platforms, the experience can become confusing for both clients and business owners.
Without detailed floral recipes and accurate cost calculations, it’s easy to overlook materials, labor, and other event expenses. Inconsistent pricing can reduce profitability even when your calendar is fully booked.
Manual processes become harder to manage as your business takes on more events. Without organized workflows, reusable templates, and clear team responsibilities, growth can create additional administrative work instead of greater efficiency.
Find the Right True Client Pro Plan for Your Business
Flexible pricing for floral and event professionals, from small businesses to growing teams.
