Welcome to the ultimate wedding planner CRM and event planning software for professionals!
With our wide range suite of features make planning and executing events a breeze. From creating detailed timelines to managing vendor and venue directories, our software has everything you need to plan and execute a flawless, successful event.
Create a perfect event with all details in one place for you and your clients!
Collaborate and Manage every details of your client's day with Timeline
Our intuitive wedding timeline allows you to easily assign tasks, location details, and visual tools to ensure a seamless event. No more confusion about who's doing what and when - you can filter your timeline by location, vendors, staff, or clients and even download it as a PDF or Excel file. Stay organized and keep your team on track with our all-in-one CRM for wedding planners.
Track and manage your client's event with our Budget Tracking
True Client Pro wedding planner CRM takes the guesswork out of budget management, enabling you to easily compare vendor quotes and track payments with confidence. With real-time access to original quotes, payments received, and payments due for vendors, you can collaborate seamlessly with your clients and provide exceptional service as a professional wedding planner.
Access your Vendor Directory with files, information at your finger tips
Our comprehensive vendor directory can be fully customized to cater to the unique needs of your clients. With a few clicks, you can easily keep track of all vendors, their contact information, and specialties, ensuring that you have everything you need to plan the perfect event. Elevate your event planning game with our top-notch wedding planning software for professional planners!
Curate your Table Details in one place for design on floral software
True Client Pro wedding planning CRM offers a Table Details feature that takes your client's wedding experience to the next level. Create stunning table settings by organizing and capturing all the essential details, including florals and much more.
Collect the Guest Details for easy access for both parties
Easily collect and share guest details with your caterer and planner using our wedding CRM. Collaborate seamlessly and ensure that all of your clients' guests' needs are met, from dietary restrictions to seating arrangements.
Tracking client's Meeting and Calls details in one place for all to access
Record client meeting notes and share them with your team. all with just a few clicks. Capture and share client details all in one place with your team with the help of our wedding planning CRM.
Share your Documents and FILES for easy access in centralized locations
Get organized with our wedding planner software. True Client Pro is designed to keep all your vendor contracts, COI, and other essential documents in one convenient location. Say goodbye to clutter and embrace the joy of curating magical weddings that will be remembered forever.
With True Client Pro, You Can Finally...
Increase
Profit
Merge multiple floral event shopping lists to order what you need. No more losing money in the overage of flowers.
Create Gorgeous
Proposal in Minutes
Use our done-for-you proposal templates and wow your clients. No more spending hours formatting graphics!
Get Paid On time
Every time!
Use our built-in automated payment reminders and get paid faster with an online payment processor.
- Our innovative wedding planning software offers simple, robust solutions in one place for your wedding planning business.
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 income.
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!
My overall experience has been good, especially with Mayuri and her team. They have all been very helpful and have really taken care of any of the things that come up for us.
The software itself has helped us keep everything in one place as I was looking for from the beginning. So all in all, it has been a positive transition.
I found True Client Pro to be a truly amazing software that really helped me with planning the events I have coming soon. I used it to create the whole vision for my client to see what I was going for flowers and all as they are a very visual couple.
True Client Pro has improved my workflow dramatically and has improved the way I provide services to my clients.
The software is 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.
Automation, systems, pricing, proposal writing, emails, chat options...my experience with True Client Pro has been top-notch!
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.
We've really enjoyed using True Client Pro. The Owner, Mayuri, is very hands-on and offers weekly office hours and free mini-classes. We've had very positive experiences with tech issues and customer support.
I easily halved the number of emails I receive on a weekly basis simply by having a front-end portal for our couples and much less confusion since we're seeing the same things in real-time 🙂
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 log in and see what needs to be 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! The client can also add their own inspirational 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!
I love being able to upload clients and leads from a spreadsheet. This platform allows me to manage my contracts, orders and communicate with my team all in one place and from any location.
This product offers more features than most. It's a great value and the master data is customizable to my needs.
The Owner, Mayuri, has been incredibly available and helpful! The onboarding was fairly straightforward. There are a couple of kinks that got worked out, but overall our clients seem good with using it!
I like how easy it was to pick up after the initial learning curve.
I LOVE that I can integrate Square and send payment reminders to clients easily. Clients love that they can sign their contracts online. It's wonderful having a forward-facing portal so that clients feel like they have access and control and I love not getting emails about the same question a bunch of times!
This product is not difficult to use, it has provided my company with more features than I expected. There are things within this software that I did not consider previously as necessary for my business, however, once I began learning and using the software I was amazed at how well it will help now and in the future with my business, this program can grow with your business as well as help you to grow your business.
As a virtual assistant, I have used True Client Pro with one of my clients who is a wedding planner. It has been a great resource as our first CRM. Mayuri and the entire TCP team are wonderful to work with and always willing to help with any questions.
They have incredible customer service and answer questions thoroughly and expediently which is a huge selling point to me. As a newer CRM, they are also continually evolving and improving the program and I have seen that firsthand working in TCP. Thank you to Mayuri and the entire TCP team! You are a joy to work with!
I really appreciated how attentive and serving Mayuri and her team were for the customer experience. She was always available and willing to answer any questions I or my VA had.
I have really enjoyed using this software and I truly think it will benefit my business.
I really enjoyed how customizable this software is. Branding is so important and I felt like I had everything I needed at my fingertips in order to truly create the perfect platform for my business. Being able to automate so many tedious day-to-day tasks is also a huge win.
Saving time = saving money!
True Client Pro has helped my business a lot. I now have a better system for my clients and my inquiries. As a virtual assistant, I have found a way to utilize all the features provided and it is amazing. The best part is... it's branded to my business. True Client Pro has helped my business grow! My business is now automated!
The proposals is an amazing tool I never used until I tried True Client Pro. I like the projected payment area, where the clients can see their payment plan.
I recommend and implement True Client Pro for my mentees who are in event design and it has proven to save time, keep them organized, represent their business professionally, and manage clients with little difficulty.
My favorite feature is the inventory management and photo gallery. This makes creating a proposal a breeze once you've completed the initial set-up process.
I always had trouble with giving my clients quotes. I always cut myself short. My experience with True Client Pro has been great. It has given me more confidence in my quotes and proposals. I wish I had done this sooner.
This software is absolutely fantastic. It is so easy to work with. I highly recommend
