The mobile
clienteling platform and app built specifically
for retail.

See How it Works
A mobile phone displaying the Clientbook app.A mobile phone displaying the Clientbook app.

We've done it before.

Join hundreds of retailers that have improved sales conversion rates and increased average dollar sales thanks to Clientbook.

Meet Our Clients
A mobile phone displaying the Clientbook app.

With Clientbook, you can:

  • Get 90% of your team to actively clientele.
    Know who’s clienteling without looking over their shoulders all day.
  • Grow client engagement by 5x.
    Build personal relationships with clients without cold calling.
  • Eliminate time spent micro-managing.
    Create a clienteling process without wasting your team’s valuable time.
See All Features

Increase sales per associate with automation.

Each sales associate can manage more clients than before by automating work flows, notes and reminders.

Never forget a customer with follow-ups and life events.

Automated reminders help your sales team reach out when your customer is most likely to buy.
  • Birthdays
  • Holidays
  • Anniversaries
  • Births
See All Features

Simple workflows save everyone from micro-managment.

See All Features

Is Clientbook right for you?

Take our short survey to see if your business is ready to turn customers into clients by clienteling.
"From a marketing perspective, this is the best investment I have ever made in my business!"
Nicole Whitesell
Owner · Adorn
Customer Stories

Retailers use Clientbook to turn their customers into clients.

Read Customer Stories
"With Clientbook, getting the customer information we want is so easy because it feels like a natural step to providing good customer service."
Jeff Corrigan
Vice President, Wilson Diamonds
“Having everything in one place is a dream. No more loose papers to get lost or forgotten about. The reminders and organization makes clienteling finally easy.”
Kelsey McGraw
Store Manager, Bailey's Fine Jewelry
“From a marketing perspective, this is the best investment I have ever made in my business!”
Nicole Whitesell
Owner, Adorn

"We have seen a huge increase of both employee and client engagement..."

Read Their story

"I have paid for my Clientbook fees 100 times over from sales we made that we would NOT have closed otherwise!"

Read Their story

"I would say our ROI has been 100% easily. In other words, a year's worth of Clientbook cost was covered within the first month of being on board."

Read Their story

See how Clientbook can streamline your sales process.

Make more sales, and manage it all with insight that has never been available before.