What is Clientbook?

Many retailers have significantly improved their sales conversion rates and increased average transaction sizes by utilizing Clientbook. This mobile-focused platform customizes the shopping experience, strengthening the bond between customers and retailers. Studies reveal that customers who establish a personalized connection with their sales associates tend to spend 3.5 to 4 times more annually and are 33% more likely to return. Clientbook was specifically created to empower sales associates to build these important relationships. Imagine a customer walking into your store while you instantly have access to their identity, product preferences, and follow-up contact details. With Clientbook, sales associates obtain a holistic view of their customers, enabling them to interact effectively and close sales at the opportune moment. Furthermore, potential buys can be easily saved and shared via text or email with just a click, simplifying communication and improving customer satisfaction. Not only does Clientbook streamline the sales process, but it also fosters enduring customer loyalty. In today's competitive market, leveraging such innovative tools is essential for retailers aiming to thrive and maintain strong customer relationships.

Screenshots and Video

Clientbook Screenshot 1

Company Facts

Company Name:
Clientbook
Date Founded:
2018
Company Location:
United States
Company Website:
www.clientbook.com

Product Details

Deployment
iPhone
iPad
Training Options
Documentation Hub
Online Training
Support
Web-Based Support
Standard Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Clientbook Categories and Features

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Clientbook Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: President
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Horrible company

    Date: Oct 02 2022
    Summary

    Would never recommend this company to any retailer unless they want to constantly deal with lots of frustration from technology glitches and horrific customer service.

    Positive

    None. We are a retail store who started using this software because they were first to the industry.

    Negative

    There were constant problems with their technology but originally they at least tried to work around the issues. Fast forward lots of mistakes with text technology glitches on their side that constantly made our store look bad, we finally left this poorly run company. The head of their technology promised that they would send us our database of customers but instead they sent us another company's list of contacts. When told of their error they refused to send our customer database.

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