Clientbook helps retail teams build stronger customer relationships with features like AI recommendations and automated messaging. Some users mention limited app customization. However, its mobile access and centralized client data make it a practical tool for streamlining client outreach and boosting long-term customer loyalty.
Clientbook Specifications
Contact Management
Customer Communication Tracking
Customer Segmentation
Mobile CRM
What Is Clientbook?
Clientbook is a cloud-based CRM platform and mobile app built for retail sales teams, especially in luxury and specialty retail. It centralizes customer data to help associates track client history, preferences, and past purchases in one place. The platform includes AI-powered client suggestions, messaging tools, custom wish lists, and automated follow-ups to support consistent and personalized outreach. Overall, Clientbook helps retail teams improve sales performance, increase customer retention, and deliver a high-touch shopping experience both in-store and online.
Clientbook Pricing
The Clientbook pricing is available across three plans:
- Signature: $295/month
- Elite: $295/month
- Premium: $295/month
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Clientbook Integrations
The software supports integration with multiple systems and platforms, such as:
- Rain POS
- The Edge
- Shopify
- Lightspeed
- Google Reviews
- Quickbooks
- PROFITsystems
Who Is Clientbook For?
This software is ideal for a wide range of industries, including:
- Jewelry
- Furniture
- Fashion
- Music
Is Clientbook Right For You?
Are you looking for a smarter way to drive repeat business and streamline team workflows? Clientbook might be just the software you need. It excels at personalized outreach, solving issues like missed follow‑ups and scattered customer data. With top features like AI-powered client insights and automated messaging, Clientbook helps staff spend less time on manual tasks and more time building relationships.
Still not sure if Clientbook is right for you? Connect with our customer support team at (661) 384‑7070 for personalized guidance.
Clientbook Features
This feature uses store data and AI to identify clients most likely to buy again, helping sales teams focus their outreach more effectively. It also suggests personalized messages for birthdays, anniversaries, and other life events. In addition, AI Insights can detect when regular customers stop purchasing and prompt timely follow-ups to reengage them.
See How It WorksClientbook software automates messages like birthday wishes, review requests, and follow-up reminders. It takes care of the little things, so your team doesn’t have to remember every task. This helps you stay connected with customers while saving time and effort.
See How It WorksThe platform provides clear, easy-to-use performance reports that show how well your team is engaging with clients. These insights highlight strengths, flag areas for improvement, and help optimize client outreach. With actionable data, you can make smarter decisions and drive stronger sales results.
See How It WorksThis feature allows retail teams to send personalized texts and web chats to customers even after they leave the store. It supports one-on-one and bulk messaging for promotions, review requests, and special occasions like birthdays. Users can choose from preloaded templates or create custom messages for faster outreach.
See How It WorksClientbook lets sales associates save products to a customer’s profile based on their preferences and interests. This makes it easy to personalize recommendations and keep track of items the customer may want in the future. Associates can also share photos, videos, and links directly from the wish list via text, making follow-ups more engaging and targeted.
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