In this client management app, sales associates can track customer information, communication history, and follow-ups. Includes client profiles, messaging tools, and sales reporting features.
AppRecs review analysis
AppRecs rating 4.7. Trustworthiness 78 out of 100. Review manipulation risk 26 out of 100. Based on a review sample analyzed.
★★★★☆
4.7
AppRecs Rating
Ratings breakdown
5 star
84%
4 star
6%
3 star
4%
2 star
2%
1 star
4%
What to know
✓
Low review manipulation risk
26% review manipulation risk
✓
Credible reviews
78% trustworthiness score from analyzed reviews
✓
High user satisfaction
84% of sampled ratings are 5 stars
About 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 associate's 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 team's 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.
Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.
Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place. Replace the sales associate's 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 team's 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.
Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.
