True Client Pro logo

Description

True Client Pro is a comprehensive customer relationship management (CRM) solution tailored for small to medium-sized businesses. It empowers teams to manage leads, automate workflows, and simplify online bookings. Designed with event planners...

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Use Cases

Key Features

  • Credit Card Processing
  • Document Storage
  • Contact Management
  • Customizable Forms
  • Customizable Branding
  • Lead Management

Made For

Industries

  • Event Planning
  • Marketing Agencies
  • Consulting Services
  • Real Estate
  • Professional Services

Customer Segments

  • Freelancers
  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Centralized client data management for improved organization
  • Automated workflows and invoicing to save time and reduce errors
  • Vendor management module for streamlined supplier relationships

Cons

  • Potential learning curve for users unfamiliar with CRM systems
  • May require customization to fully align with specific business needs
Year Founded
2008
HQ Location
San Francisco, CA
LinkedIn
51-200 employees
@innovatesol
5K followers

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Current average rating is based on research conducted at Exafol

Frequently Asked Questions