Clientbook · Client Management and Engagement for Retail

The No. 1 CRM Built for Retail

Turn every interaction into a

sale

review

personalized message

brand touch

lifelong client

sale

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CLIENT MANAGEMENT

Meaningful interactions.

Organize your client list with client profiles, transaction histories, wish lists, and more.

MESSAGING

Reach them beyond the storefront.

Send personalized messages to clients one-on-one or in mass with text and web chat tools.

AUTOMATION

Repeat business, not tasks.

Set up automated reminders, messages, review requests and more for easy follow-ups.

teams

Visibility equals performance.

Track your floor team's progress, set goals, and monitor your pipeline with ease.

analytics

Let numbers be your guide.

Get all the data you need to make informed decisions from the palm of your hand.

Integrations

We integrate with dozens of point of sale systems to amplify data without disrupting your process. Here are just a few...

Take your clienteling to the next level.

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