True Client Pro

True Client Pro

freemium

True Client Pro is an all-in-one CRM and business management platform built for florists and wedding planners. Manage clients, projects, recipes, invoices, and more in one place.

About

True Client Pro is an all-in-one florist CRM and event management software created by Mayuri Parikh, a professional event florist with over 30 years of experience. The platform is purpose-built to help solo florists and floral studios run every aspect of their business from a single, organized dashboard. At its core, True Client Pro handles client relationship management — storing client profiles, tracking communication history, and enabling real-time chat directly within the platform. Project management tools allow florists to organize weddings and events with dedicated dashboards, timelines, task assignments, and calendar views for consultations and event dates. The platform also excels on the creative and operational side: florists can build detailed floral recipes with ingredient lists and cost breakdowns, manage product catalogs (flowers, rentals, décor), and save reusable templates and design collections. A built-in vendor and supplier directory simplifies ordering and communication with partners. Financially, True Client Pro includes invoicing and payment tracking tools, making billing straightforward without needing a separate accounting app. A customizable client portal enables seamless collaboration with clients throughout the planning process. True Client Pro is ideal for independent florists, floral studios, and wedding planners who want to reduce administrative overhead, improve profitability, and scale their business without juggling multiple tools. It offers a free trial so users can experience the full platform before committing.

Key Features

  • Florist CRM & Client Management: Store client profiles, track all communications, and build lasting relationships with a dedicated client management system including real-time in-platform chat.
  • Event & Project Dashboards: Organize every wedding and event with individual project dashboards that include timelines, task assignments, and centralized calendars to keep everything on schedule.
  • Floral Recipe Builder: Build detailed floral recipes with ingredient lists and cost breakdowns to ensure pricing accuracy and consistency across all arrangements and events.
  • Invoicing & Payment Tracking: Send professional invoices, track payments, and manage billing without needing a separate accounting tool — all built into the platform.
  • Product & Vendor Directory: Maintain an organized catalog of flowers, rentals, and décor items alongside a supplier directory to simplify ordering and vendor communication.

Use Cases

  • A solo wedding florist managing multiple events simultaneously uses True Client Pro to track client communications, build floral recipes with cost breakdowns, and send invoices — all from one dashboard.
  • A floral studio owner onboards new team members and assigns tasks for upcoming events using the platform's project management and task tracking features.
  • An event planner partners with a florist and uses the shared client portal to review floral designs, approve arrangements, and communicate in real time without email back-and-forth.
  • A florist builds a reusable recipe library for popular arrangements to speed up quoting and ensure consistent pricing across all bookings.
  • A wedding planning business tracks all vendor relationships and supplier orders through True Client Pro's directory feature, simplifying coordination for large-scale events.

Pros

  • Built by an industry expert: Designed by a florist with 30+ years of experience, the platform addresses real pain points specific to floral and event businesses rather than generic CRM needs.
  • Truly all-in-one: Combines CRM, project management, invoicing, recipe building, and client communication in a single platform, eliminating the need for multiple disconnected tools.
  • Flexible and customizable: Custom fields, roles, and client views allow the software to adapt to different business structures, from solo florists to large planning studios.

Cons

  • Niche audience: The platform is highly specialized for florists and wedding/event planners, making it unsuitable for businesses outside this industry.
  • Web-only platform: Currently only available as a web application with no dedicated mobile app, which may limit accessibility for florists working on-site at events.

Frequently Asked Questions

Who is True Client Pro designed for?

True Client Pro is designed specifically for florists and wedding/event planners — both solo practitioners and larger floral studios who need to manage clients, projects, recipes, and billing in one place.

Can I try True Client Pro before purchasing?

Yes, True Client Pro offers a free trial so you can explore the full platform and its features before committing to a paid plan.

Does True Client Pro handle invoicing?

Yes, the platform includes built-in invoicing and payment tracking tools, allowing florists to send invoices and manage billing without needing a separate accounting application.

Can clients access a portal to view their event details?

Yes, True Client Pro includes a customizable client portal that enables florists to collaborate with clients directly through the platform, sharing event details and communications seamlessly.

Does True Client Pro support team collaboration?

Yes, the platform supports multi-user workflows with task assignment, role customization, and shared project dashboards, making it suitable for teams as well as solo florists.

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