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Clientbook

More Sales. Less Work.·clientbookcrm.com

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Clientbook is a digital sales assistant CRM built for jewelers and other luxury retailers. It organizes customer data, automates client follow-ups, and uses AI to create personalized, timely communications that bring customers back into the store. It also offers messaging, analytics, wish lists, and sales team management tools.

What it's for

Organizing customer dataAutomating client follow-upsSending personalized one-on-one or mass messages via text and web chatGetting AI-powered daily client action recommendationsTracking analytics on team outreach performanceSetting up automations for client outreachCreating custom wish lists for personalized sellingManaging appointmentsManaging sales teamsRunning event outreach via Concierge

Features 12

  • AI Insights
  • AI-powered client action recommendations
  • Analytics and reporting on team outreach
  • Appointment management
  • Client management
  • Client outreach automations
  • Concierge event outreach service
  • Custom wish lists for personalized selling
  • Mass text messaging
  • Personalized one-on-one messaging
  • Sales team management
  • Web chat tools

At a glance

TypeWeb app
DeploymentCloud
Forjewelers, luxury retailers, store owners, sales teams
CompanyClientbook

Pricing

Pricing is available on request. A limited-time 25% off promotion for the new Concierge feature is available through July 31.

Introducing Concierge — 25% off through July 31

Last checked 28 days ago·