Clientbook Blog
June 7, 2023

Clientbook News: Introducing the Clientbook Elite Plan

We’ve heard your feedback—you love Clientbook, and you’re ready for more.

That’s why we’re proud to announce the Clientbook Elite Plan: an upper-tier plan complete with added features, customizable options, and an enhanced way to optimize all of Clientbook’s offerings.

Here’s everything you need to know.

What new features do Clientbook Elite customers get? 

Clientbook Elite presents several new features to improve your user experience and level up your clienteling game. As a current customer, you can upgrade your plan to take part in these new and improved features:

Messaging AI assistant

Save time with our new ChatGPT integration, the popular AI chatbot by OpenAI. 

Our messaging AI assistant absorbs details about your business, clients, and products, then generates an expertly crafted message tailored to your business needs. 

Enhanced associate permissions

Perfect for stores with high-profile clients, the Elite tier’s associate permissions allow you to restrict the types of information your retail sales associates have access to regarding your store and clientbase. Store managers retain full visibility while client information is guarded and private. 

With this new feature, retail sales associates will only see their own clients and their personal chat histories will be kept private. 

Customizable kiosk mode

Kiosk mode is a customer-facing display branded to your store that allows you to collect information directly from the client.

As part of the Elite Plan, you can customize the kiosk form to get extra information from your client while they’re in your store, including their email address and mailing address. 

Form a more complete profile for each of your clients with Clientbook Elite. 

Relationship-based automation

With relationship-based automation, you can trigger automation for spouses, significant others, friends, and family based on their relationship milestones. 

An example of this would be setting up automation to remind a husband about an upcoming anniversary, a girlfriend about her boyfriend’s birthday, and so much more. 

Convert more sales and strengthen your clienteling through relationship-based automation.

How do I sign up? 

Clientbook Elite opens up a new path to enhanced user experience for both retailers and customers. Don’t miss out on the chance to optimize your retail business with ease and simplicity!

If you're a new Clientbook customer, book a demo with us here.

If you're already a current Clientbook customer, you can sign up to upgrade your plan and become an Elite member here.

At Clientbook, we’re dedicated to improving our customer and user experience every step of the way. Our goal is to help retailers like you find success in your customer relationships and nurture the sales that follow. 

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