Clientbook 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.

Clientbook Alternatives
STORIS Reviews
STORIS
(107 Ratings)
STORIS offers ERP software solutions tailored for the home furnishings and appliance industry. With over 35 years of experience, STORIS develops tools to support retailers' specific operational needs. Its ERP platform connects key business functions, including Point of Sale, Inventory Management, Logistics and Distribution, Buying Tools, Customer Service, Accounting, Financing, Reporting, Business Intelligence, and System Tools. STORIS NextGen, a cloud-based and mobile-first solution, streamlines transactions by reducing processing time from 35 minutes to 4-6 minutes. This enhances efficiency and improves customer interactions. STORIS helps retailers optimize operations and manage their businesses with integrated, industry-specific solutions.
Learn more
Resco Field Sales+ Reviews
Resco Field Sales+
Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions. Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical. The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time. Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.
Learn more
Tulip Reviews
Tulip
Harness the potential of retail environments through a comprehensive range of cloud-driven solutions designed to revolutionize the shopping experience. Discover how these innovative tools have empowered leading retailers to craft exceptional customer interactions on a large scale. By bridging the gap between consumer desires and employee knowledge, you can provide the tailored shopping experiences that contemporary customers demand. Adapt swiftly to the evolving shopping preferences of your clientele by integrating online and physical retail spaces seamlessly. Ensure that customers enjoy immediate access to products, no matter if they are purchasing online or in a physical store. Leverage AI to transform data into actionable insights, pinpointing risks and opportunities, automating critical tasks, and achieving outstanding performance across various locations. Tulip stands out as a rapidly expanding SaaS firm dedicated to facilitating the digital evolution of retail. What truly sets Tulip apart is its strong focus on valuing and empowering people throughout the process. By prioritizing human connections, Tulip fosters a more engaging and responsive retail environment.
Learn more
Salesmate Reviews
Salesmate
(1 Rating)
Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!
Learn more

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Clientbook
Year Founded:
2018
Headquarters:
United States
Website:
www.clientbook.com

Media

Clientbook Screenshot 1
Clientbook Screenshot 1 Clientbook Screenshot 2
Recommended Products
Passwordless Authentication and Passwordless Security Icon
Passwordless Authentication and Passwordless Security

Identity is everything. Protect it with Duo.

It’s no secret — passwords can be a real headache, both for the people who use them and the people who manage them. Over time, we’ve created hundreds of passwords, it’s easy to lose track of them and they’re easily compromised. Fortunately, passwordless authentication is becoming a feasible reality for many businesses. Duo can help you get there.
Get a Free Trial

Product Details

Platforms
iPhone App
iPad App
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support
Business Hours

Clientbook Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Clientbook User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: President
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Horrible company

    Date: Oct 02 2022

    Summary: Would never recommend this company to any retailer unless they want to constantly deal with lots of frustration from technology glitches and horrific customer service.

    Positive: None. We are a retail store who started using this software because they were first to the industry.

    Negative: There were constant problems with their technology but originally they at least tried to work around the issues. Fast forward lots of mistakes with text technology glitches on their side that constantly made our store look bad, we finally left this poorly run company. The head of their technology promised that they would send us our database of customers but instead they sent us another company's list of contacts. When told of their error they refused to send our customer database.

    Read More...
  • Previous
  • You're on page 1
  • Next