True Client Pro Reviews

True Client Pro has allowed me to organize my business, and automate so many different tasks. It has saved me so much time and helped me simplify my workload, and understand my costs and profit margins!

There isn't much to dislike about this software. It is relatively new, so I think there is room to continue to develop user features as the user base expands but I have no complaints.

I recently took a private workshop with Mayuri alongside a small group and had a really wonderful experience. While it was a partial design course, the other part was introducing us to True Client Pro and helping us set up accounts and customize them for our business.

Using True Client Pro we were able to create floral recipes simply and efficiently as well as use the reporting features to see our proposals, pricing, expenses and potential supplies waste in real-time! This is an incredible asset for any business, but especially a new designer who is trying to create a profit and manage inventory effectively (me!)

Overall, the software was a great tool and I look forward to implementing it within my business.

TCP has allowed me to see where I am wasting supplies, as in over or under ordering florals, and pinpoint my profits. The reporting features are also amazing. There are so many templates and its all customizable.

The proposal feature is the best feature for me.

There is no accounting feature. I cannot send my clients a monthly reoccurring payment without creating a new project or change the dates.

Sending my clients branded documents.

I like the way it organizes the information and integrates with my inventory.

There was some difficulty for my clients to interact with the software at first but they have resolved a lot of that i believe.

there are lots of great help videos on the internet for this and the staff is great to work with.

It has helped me streamline pricing and inventory management.

I loved being able to change the master fields to fit my company's needs.

I look forward to having True Client Pro sync with my calendar.

I found myself not being able to track and store all of my leads in one place. My spreadsheets kept growing and growing too long. With True Client Pro, I've been able to see my leads and clients all in one place for quicker followup. The program also allows me to assign tasks to my team for follow up.