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.
An enterprise account ID is required to use Clientbook. If you don't have one, please contact email@example.com to get set up.
* Enhanced inbound message notifications
* Added "Apply" button to client filter screen
* plus a couple 'bonus' bug fixes
Ratings and Reviews
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!
We have just started with Clientbook and are already seeing quite a bit of positive moments. It helps us keep up with new clients and those that need to be contacted after our first interaction. This is going to be a game changer!
Clientbook is a must have for anyone with a client base. It allows you to input all the info you need about your customer at the tip of fingertips. Create reminders, keep notes, insert and send pictures...it does it all.
With Family Sharing set up, up to six family members can use this app.