Clientbook · Feature overview for Sales Associates

Clienteling on the go.

Clientbook is designed with a sales associate's demands in mind.

Engage with your customers from anywhere, anytime.

Make more sales through automation and improved outreach.

Client communication in one central location.

With Clientbook, communication between customers and associates no longer happens in your personal chat app.

The conversation history is in one thread, making it easy for you to manage all your client conversations, and to keep them separate from your personal life.

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

Automated reminders tell you when to reach out to customers that are most likely to buy.

Share products anytime, anywhere.

With Clientbook, customers are in control of the products they are interested in and can easily share or request info from your sales team.

Forget sending pictures of products to clients via texts. Clientbook provides personal communication in a professional way.

Real-time conversations.

Sometimes customers need a response from your store when you are not available. Your manager can respond real-time to support your customers anytime you can't.

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