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Client management for retail.
A mobile-first solution that personalizes experience between customers and retailers.
Gain visibility into your customers.
Imagine someone walking into your store and being able to see exactly who they are, what products they want, and how to get in contact with them once they leave. With Clientbook, sales associates get a 360 degree view of their customers and can reach out when the time is right to close the sale. Save products the customer is interested in and share via text or email with the click of a button.
Increase sales per associate.
Sales associates waste time reviewing notes on clients, finding who to reach out to, and then calling just to have them not answer. Increase efficiency and effectiveness of the sales team’s clienteling efforts without adding headcount. Tasks and reminders allow the sales associate to focus on what they do best – building relationships – while Clientbook Engagement features create a personalized touchpoint without taking your sales team from the floor.
Never leave a customer’s side.
Customers don’t want to waste time while associates drag them across the store just to write down contact information or print a quote. Sales associates don’t have time to take detailed notes after a customer leaves. Clientbook was built for mobile so that sales associates can work side-by-side and connect with the customer in real-time, no matter where they are in the store
Store Owners
Turnkey solution for more sales.
Provide a consistent clienteling experience and gain visibility into customer interactions.
The control you need.
Offer a consistent clienteling experience for your customers and team.
Gain visibility into sales interactions with your customers and sales team.
Increase sales with a frictionless tool your sales associates will enjoy using.
Turn every sales associate into a top performer.
Clientbook was created following the processes of top sales associates in retail. This app allows each of your employees to follow these same clienteling tactics to increase sales without the need to increase payroll.
Keep your customers when you lose a sales associate.
Unfortunately, there are times when your store and your associates will part ways. With Clientbook, your customers and their information don’t walk out the door with your former associates. Easily reassign your customers to new associates for a seamless transition.
Measure and improve conversion rates.
Gain visibility into the number of clients your sales associates are interacting with and how many turn into an actual sale. Automate the best practices to increase conversion rates across your team.
Capture incremental sales from existing customers.
Enable your sales team to communicate with top customers and drive additional sales by providing them with special sales information, thank you notes, and notifications which appeal to their particular preferences.
Sales Managers
Drive sales, simply.
Clientbook is a frictionless tool your team will actually use.
Manage and empower.
Get powerful data on your team's clienteling activities.
Easy-to-use interface and mobile app make for painless adoption.
Increase sales through a consistent and responsive sales experience.
Help close a sale when needed.
Sometimes your team needs a little help and experience that you can provide. Jump into the conversation to support your store’s customers anytime your team needs your help closing a sale.
Provide a personal experience for your top customers.
Enable your sales team to communicate with top customers and provide them with special sales information. This might include thank you notes and notifications that appeal to your customer’s preferences.
Increase employee performance and happiness.
By using Clientbook, you’ll never worry about your team feeling like they have to work in the middle of the night when they receive a text from a client. In addition, Clientbook protects your team and clients from receiving abusive and inappropriate messages.
Sales Associates
Make more sales, easily.
Frictionless clienteling at your fingertips.
Clienteling on the go.
Clientbook is designed with a sales associate's demands in mind.
Engage with your customers from anywhere, anytime.
Make more sales through automation and improved outreach. Client communication in one central location.
With Clientbook, communication between customers and associates no longer happens in your personal chat app.
The conversation history is in one thread, making it easy for you to manage all your client conversations, and to keep them separate from your personal life.
Never forget a customer with follow-ups and life events.
Automated reminders tell you when to reach out to customers that are most likely to buy.
Share products anytime, anywhere.
With Clientbook, customers are in control of the products they are interested in and can easily share or request info from your sales team.
Forget sending pictures of products to clients via texts. Clientbook provides personal communication in a professional way.
Real-time conversations.
Sometimes customers need a response from your store when you are not available. Your manager can respond real-time to support your customers anytime you can't.
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