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.
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User Rating
4.61 out of 5
941 ratings
in United States
5 star
776
4 star
62
3 star
47
2 star
17
1 star
39
Ratings History
Reviews
Very buggy app
App continues to have bugs, coworkers and I have to frequently delete and reinstall app to get it to work.
Messaging feature works when it wants to.
The web based version of Clientbook is great, but their app is terrible.
Fill out a help ticket, get asked a million questions send them screenshots and continue to have issues.
It is extremely frustrating dealing with luxury goods/clients and having the same issues over and over again. A fifth grader could build a better app with less bugs.
Not friends lately
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
Anna Barnett - Barnett Jewelers
Clientbook has proven to be essential in our growing business. It provides us with a quick way to clientele and communicate with our customers and is increasing our reviews significantly. I’m so glad I decided to get Clientbook!
Prepeual
Great tool
New update issue
App was slow. After this most recent update the app won’t even open. Evey time I try it crashes
Not worth it
Too many issuies often
Poor App
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.
Download if you’re a retail partner and want your business to thrive
Love Clientbook!!!
Great app
Great app
Legend is AMAZING
I can’t say enough about Legend’s training. He is patient, thorough and knowledgeable. I am so happy we made the decision to sign on.
