Clientbook Retail

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 associates 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 teams 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.

Clientbooks features are based on clienteling best practices from some of the top retailers in the industry.