Overview
Client Book CRM helps retail teams turn customer data into lasting loyalty through AI-powered insights, messaging, and automated follow-ups. It’s tailored for high-service retail, not generalized business use. If your store thrives on personalized service, this platform brings everything your associates need into one simple, effective tool.
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Starting Price
Custom
Client Book CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Client Book CRM?
Clientbook is a specialized customer relationship management (CRM) platform built for retail businesses to foster stronger client relationships and drive sales. The software empowers sales associates by centralizing customer information, including purchase history and personal preferences, into a single, accessible profile.
It enhances clienteling through features like personalized messaging and AI-driven task suggestions enabling staff to deliver exceptional service, encourage repeat business, and increase customer lifetime value.
Client Book CRM Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Client Book CRM Integrations
Client Book CRM integrates with numerous third-party sales systems, including:
- Shopify POS
- Lightspeed
- Clover Software
- KWI
Who Is Client Book CRM For?
The software is ideal for a wide range of retail industries and sectors, including:
- Jewelry
- Apparel and footwear
- Furniture
- Specialty retail
Is Client Book CRM Right For You?
If you are looking for a powerful CRM platform to elevate customer service and sales performance, Clientbook is the right choice. Unlike generic CRMs, this platform is purpose-built for the high-touch retail environment. It functions as a proactive clienteling tool, equipping associates with AI-driven insights and powerful automation.
By enabling personalized follow-ups and consistent communication, the software helps increase customer lifetime value and drives repeat store visits. Still unsure whether Client Book CRM software is the right choice for your business? Call us at (661) 384‑7070 for personalized guidance.
Client Book CRM Features
The system provides a centralized database for all customer information, creating a unified client profile for the sales team. This functionality allows for the organization of contact details, purchase history, key dates, and personal preferences, equipping associates with the necessary insights for effective clienteling.
Featuring an AI-powered ‘Smart Assistant,’ Clientbook analyzes customer data to deliver actionable sales recommendations. It intelligently prompts sales associates on which clients to contact and when, thereby identifying key sales opportunities and suggesting timely follow-ups to maintain engagement.
The software includes an integrated messaging tool that allows sales associates to communicate with customers via text and email directly from the application. This enables personalized, one-on-one conversations and the sending of product images to build relationships and support remote sales.
Clientbook helps streamline follow-ups by automating communications for critical events. Users can configure the system to send messages automatically after a sale, on a customer’s birthday, or to re-engage inactive clients, ensuring consistent outreach while increasing team efficiency.
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