Clientbook Retail 4+

clienteling, messaging, crm

Clientbook, Inc.

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 2.10

* minor bug fixes

App Privacy

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 based on, for example, the features you use or your age. Learn More

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