Get ready to impress.

Keep your audience engaged.

CRM Made simple.

True Client Pro is meant to simplify the CRM experience.

True Client Pro allows you to interact with your client with ease.

Features

CRM Features

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

CRM Features

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

CRM Features

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

CRM Features

Proposals
Create a proposal for your vendors and future clients using our CRM so you can ensure you have a compelling proposal

CRM Features

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

CRM Features

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

CRM Features

Project Management
Make planning, executing, controlling, and meeting success criteria at the specified time easy with us

CRM Features

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

CRM Features

Reports
Our intelligent reporting breaks down your sales trends, campaigns, engagement analytics and more to your dashboard

CRM Features

Templates
Create templates for contracts, proposals, invoices, emails and much more

CRM Features

Recipes
Track documents, invoices, recipes and legal documents. Don’t get hassled with paperwork, let us manage it

CRM Features

Design Tools
Give your team an edge over the competition by providing them the latest tools to lure new customers or clients in

CRM Features

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

CRM Features

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

CRM Features

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

CRM Features

Customized Master Fields
With powerful, professional and intuitive fields, True Client Pro captures your unique business data by storing it in custom fields

CRM Features

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

The True Client Pro team brings with it decades of experience in client relations, event planning, database management and operations.