Get ready to impress.

Keep your audience engaged.

CRM Made simple.

True Client Pro is meant to simplify the CRM experience.

Interact with your clients with ease on True Client Pro

Features

Client Management

Client Management
With your client’s data, we can improve your business relationships which can lead to high conversion rates

Client Support

Client Support
Client interaction is an important part of your business and we can help you give the support your customers need

Contract

Contract
Save time in creating and sending branded contacts and invoices. Now it’s never been more simple to do time-consuming tasks

Create Beautiful proposal with visual elements to share with your clients

Proposals
Create and share proposal for future clients using our CRM so you can ensure you have a compelling proposal with payment schedule, images, color and more to impress your clients.

Vendor management

Vendor Management
With True Client Pro, you can keep a tab on your vendors’ quality of work, contracts, performance, payments and much more

Electronic Signature

Electronic Signature
Electronic signature make business easy, taking care of digital transactions and electronic exchanges of signed documents

Project managemet

Project Management
Manage your project in all in one place from inquiry, proposal, contract, online payment, document storage, vision board, project tracking, timeline, chatting with your client and much more

Wedding Business Team Productivity Assignment Tool

Tools & Checklists
Create a checklist for your team and help them by providing time saving tools that can take stress out of your teams’ busy day

Business Payment Reports

Reports
Our intelligent reporting breaks down your sales trends, payments, vendors, cost of good sold and more.

Template

Templates
Create templates for contracts, proposals, invoices, recipes to save time, increase efficiency for you and your team.

Recipes

Recipes
Create, modify, save and add recipes to project with one click to save time, increase productivity and efficiency. With recipe library on your hand create flower orders in no time.

Design Tools

Design Tools
Give your team an clients edge over the competition by providing them the colors and elements design tools to interact with proposal, inventory.

Inventory Management

Inventory Management
Always know what you can offer in real time. Good inventory management will help save money and time

Client Portal

Client Portal
Get a convenient gateway for collecting digital files and communicating directly with your clients

Employee Assignment Tool

Employee Assignment Tool
Assign tasks to your team in real time. This tool allows you to track progress at all times from anywhere

Customize Your Wedding Business Florist Planners, Venue Owners

Customized Fields
With powerful, professional and intuitive fields, True Client Pro allows you to customize fields to your business lingo, names and needs.

Prospect Tracking

Prospect Tracking
Using sales prospect tracking will improve your sales and customer relationships helping you close deals faster

Planner Can Store Vendors Contracts Under Clients Project

Document Storage
Store unlimted project specific document such as vendor contracts, invoices, charts and more… Business owner and their client both can share document or keep it private.

Wedding Planner Can Create Customize Timeline and Share With Their Client

Timeline
Creating timeline for your projects and save numerous hours of work. Share with client, download, print or export it into excel. Only timeline with image associated with task.

Wedding Planners Guest Seating Management Tool

Table & Guest Seating
Planners & clients can create a list of tables with size, shape and more to communicate in real time. Guest seating management for you and your client to know all the details about guest’s deatils including dietary needs to allergy and much more.