True Client Pro

Great overall platform for florists and wedding planners!

Commentaires : 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 incomes. 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!

Avantages :

From the initial account set up to actual daily usage of the CRM, I've had all but awesome experiences with True Client Pro. Set up was a breeze and compared to other CRMs in the market, it was very intuitive. Reports can be done with a couple of clicks. Contact management is ideal for my business. I loved the idea that I could send proposals to my clients and have them e-sign it all in one go. So many features, so much accessibility, so many things to take in. What I love though... The daily checklist and to-do is my GO-TO tool and helps point me in the right direction every single day.

Inconvénients :

Like all CRMs, there are still some things to improve and would love to see more. Among which would be since there are quite a number of features, there is definitely a learning curve to get you to maximize all of its functionalities. Sometimes, it can get quite daunting. But once you get the hang of it, you'll definitely love True Client Pro and it will be a staple in your daily business needs.

TCP Experience

Commentaires : My overall experience has been good, especially with [sensitive content hidden] 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.

Avantages :

The program overall is good and I believe that as the software progresses it will be one the best programs that you can get. The client communication, having everything in one place, being cloud accessible, all of the additional tracking features, the auto emails - all of it is exactly what I was looking for better success within my company. It has made it so that we are not all over the place when tracking clients, communication, payments, and all of that. So it has been a great help with all of our processes overall.

Inconvénients :

There are a lot of glitches and when one thing gets implemented something gets messed up or stops working. Having to constantly clear our cache so the system works properly is pretty annoying. The proposal/worksheet/contract/project details all being on different tabs makes for a lot of clicking and time spent doing so. The formatting on the proposals and all the templates being the exact same is not great. Project managers not being able to just see a defined list of THEIR assigned contacts is not helpful. There's a lot of auto populate information that could really help with things but is not happening currently. There are some functions that should not be able to be changed unless an administrator like pricing of individual products while in the worksheet.

Opinion from a florist

Commentaires : I bought it paid for the year, received no onboarding email. When I emailed for assistance, it was going to be over a week to get on the calendar. I was not going to wait that long so I closed the account and was not charge the year.

Avantages :

Integration with my existing business was not going to work. I had existing contracts with with clients who were not fully paid until their event in another software. Why pay for two software at the same time. I am not sure what I will two in the next few months, as my existing software will increase in cost but at least I know how to use it easily. True Clients was built for multiple uses and different businesses maybe the reason it is to cumbersome for me.

Inconvénients :

Never used the software as it was way to cumbersome. I closed the account within days of purchasing. There was no onboarding email. I really was hoping to switch to this software but it was just way to much to look at on the screen. I did not want to see things on the screen I was not going to use. I wanted it all deleted to make what I saw easy after days of deleting things, like rules, and customization I was so lost, I just closed the account. I also work odd hours and there was no one to contact after 5PM for assistance.

True Client Pro is amazing!

Avantages :

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.

Inconvénients :

Learning the system took a while but once I got the hang of things I found it really easy and user friendly

Great product!

Commentaires : True client pro has improved my work flow dramatically and has improved the way I provide services to my clients.

Avantages :

The software 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.

Inconvénients :

There are a couple features in the pipeline that haven't been rolled out yet, but they are on schedule to launch them.