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.
* Client Editing Profile Bug Fixes
Ratings and ReviewsSee All
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 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
Clentbook has made it possible to stay in touch and build stronger relationships with our clients, especially in these times when face to face contact with our clients is difficult or impossible. Easy to use, very intuitive, good training.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
With Family Sharing set up, up to six family members can use this app.