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design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Join countless retailers who have enhanced their sales conversion rates and boosted average transaction amounts with the help of Clientbook. This mobile-centric platform tailors the shopping experience to foster stronger connections between customers and retailers. Research indicates that individuals are likely to spend 3.5 to 4 times more each year and have a 33% higher chance of returning as customers when they enjoy a personalized rapport with their sales associate. Clientbook was designed from the ground up to enable sales associates to cultivate these meaningful relationships. Picture a scenario in which a customer enters your store, and you have immediate access to their identity, product preferences, and contact details for follow-up after their visit. With Clientbook, sales associates gain a comprehensive view of their clientele, allowing them to engage effectively at the right moment to finalize sales. Additionally, potential purchases can be saved and effortlessly shared through text or email with just a click, streamlining the communication process and enhancing customer satisfaction. Ultimately, Clientbook not only simplifies the sales process but also nurtures lasting customer loyalty.

Description

Empower your store associates by granting them real-time access to the complete inventory catalog throughout the organization. Enhance shipping capabilities and minimize discounting by enabling shipments from any location that has stock available. Improve customer experience by merging store and endless aisle purchases into one seamless transaction. Provide customers with the entire product catalog, complete with descriptions, pricing, images, and reviews, all while remaining at their side. Managing accurate inventory can be challenging; simplify this process with a unified view that reflects all supply and demand. Preserve your current master systems for products, pricing, promotions, and inventory to ensure that information remains consistent and comprehensive across the organization. Utilize your preferred business intelligence tools to analyze data, including orders, inventory, and payment activities. Additionally, all this information is made accessible through streaming APIs that capture every event occurring within the platform. With these tools, businesses can enhance their decision-making processes and responsiveness to market demands.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Canopy No 
Endear No 
Music Shop 360 Yes 
Salesforce No 
Shopify No 
Syrup No 
Toolio No 
Zendesk No 

Integrations

Amazon Web Services (AWS) Yes 
Canopy Yes 
Endear Yes 
Music Shop 360 No 
Salesforce Yes 
Shopify Yes 
Syrup Yes 
Toolio Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Clientbook

Founded

2018

Country

United States

Website

www.clientbook.com

Vendor Details

Company Name

NewStore

Founded

2015

Country

United States

Website

www.newstore.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management No 
Territory Management No 

Product Features

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management No 
Electronic Signature No 
Gift Card Management No 
Loyalty Program No 
Multi-Location No 
Restaurant POS No 
Retail POS No 
Returns Management No 
eCommerce Integration No 

Retail Execution

AI / Image Recognition No 
Collaboration Tools No 
Data Collection No 
Inspection No 
Pricing / Placement Optimization No 
Product Education No 
Product Promotion Strategy No 
Retail Site Audit No 
Workforce Management No 

Retail Management

CRM No 
Commission Management No 
Email Marketing No 
Employee Management No 
Loyalty Program No 
Mail Order No 
Merchandise Management No 
Multi-Location No 
Order Management No 
Purchase Order Management No 
Reporting/Analytics No 
Returns Management No 
eCommerce No 

Retail POS Systems

Barcode Scanning No 
Commission Management No 
Discount Management No 
Gift Card Management No 
Inventory Management No 
Loyalty Program Support No 
Pricing Management No 
Returns Tracking No 
Sales Tracking No 
Touch Screen No 
eCommerce No 

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