Clientbook is a clienteling and crm solution built for retail store sales associates. By using Clientbook instead of a physical book of clientele, client tracking and communication is simple and transparent.
Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place. Replace the sales associate's physical client book. The app supports multiple sales associates and store locations.
With a Clientbook subscription, store management gains access to a reporting dashboard that shows the sales team's effectiveness and efficiency.
Some of the key benefits include:
• Centralized client management for the entire sales team. Pick up right where the previous sales associate left off.
• Unified SMS text messaging and email system. Sales associates never have to text a customer from their personal phone using their personal number.
• Transfer clients from one associate to another. In those unfortunate circumstances where an associate leaves your company, transfer the clients they were working with, including their message history, to the another associate.
• Message multiple clients at once. Send the message to a filtered group of your clientele once and have each receive it individually. Get alerted when a customer responds.
• A suite of management tools to give the store management team visibility into overdue follow-ups, engagement rates, customer management, sales team training, and messages sent and received.
Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.
We jumped on board as one of the very first clients of clientbook. It has allowed us to connect with customers like never before and collect contact info easier than ever. If you need a better system for managing, supporting and serving your customers, ClientBook Retail is a great option. Plus they have been adding features for us from the very beginning. It gets better every month!
Poor App
cwatki15
The app design is ok, although there’s definitely a lot that could be improved as far as layout and design. Where the app really has issues is performance. This app consistently glitches and bugs out every single time I use it. It always has issues with loading all store messages sometimes glitching out and only showing messages starting 2-3 weeks back. Not uncommon for a single conversation to have issues loading. Also lots of bugs sending messages where they take forever to show on our end after sending. Considering this is supposed to be an app based company I’ve so far been very disappointed with Clientbook. Don’t even get me started on their browser version. It’s only worse. Lots of potential but poor performance.
Not friends lately
Atothetay
We have been having some progressing issues with the application including compatibility with other mobile devices that are not apple products - 2 sales associates have Galaxy phones and the service has diminished since the update. Sometimes it seems near possible to send images to customers for merchandise and products they are inquiring about as well as just getting reminder messages to customers that their jobs are complete
Happy client
Doni Jean
We recently signed up with Clientbooks, Aaron was kind enough to take time to go over how we could make the best use of this product . They welcome phone calls or text questions and respond immediately . If you are looking to grow your business I would definitely suggest you reach out to Client books for retail
* minor bug fixes
Version 3.00
The developer, Clientbook, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Location
Contact Info
Search History
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Clientbook, Inc.
Size
49.9 MB
Category
Business
Compatibility
Requires iOS 14.0 or later.
iPhone Requires iOS 14.0 or later.
iPad Requires iPadOS 14.0 or later.
iPod touch Requires iOS 14.0 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
