Before getting started with Clientbook- What were you doing before we engaged? What problem were you trying to solve? What were your frustrations? What was your current state?
We were using another CRM software but were having trouble using it from a management standpoint. The management portal on Clientbook was especially appealing to me as a store owner
What piqued your interest in Clientbook originally?
I liked the way it looked (modern, clean, app based) and especially the manager's portal
Why did you decide to do business with us? Why did you decide to pull the trigger?
The price was great for what we were getting and it seemed like they really were a responsive company to deal with
Describe working with us. In what area did you get the most value? Why do you think that is?
I love that they are always open to helping us and working through any issues we have. They really seem like they want to make things work for you.
What results did you achieve from working with us? How would you describe the transformation? What areas of your business/life improved and by how much? Why do you think they improved?
Clientbook is so easy to use to enter and also to retrieve information about our clients quickly and easily. The in-app messaging component is really great to keep tabs on customer conversations and makes follow-up a breeze.
Why should someone in your position take action right now?
In our industry its imperative that you follow-up with all of your sales leads. As an owner, its really helpful to easily check in to see where sales associates are in the sales process with specific customers and also for them to have an easy to use way to keep on top of their follow-up
What was your ROI from working us? Just ballpark...
Easily should be 100x or more depending on how much volume your store does
What could be improved with your experience?
Creating a client opportunity module (which I am so excited is in the works!) Great example of how they really take your suggestions to heart and make it work if they can
