Automation

Repeat business, not tasks.

Never miss an opportunity to engage with your customers -and spend less time doing it. Automate follow-up reminders for your sales team, celebrate your customers' important life events, and implement relationship-based targeting to personalize the user experience. The best part is, Clientbook will do it all for you.

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Reminders

Set it and forget it.

Automate reminders so your sales associates never miss a follow-up opportunity.

RELATIONSHIP-BASED TARGETING

Be your clients' life-saver.

Send automated reminders based on client relationships-like a list of gift recommendations a week before your client's 10-year wedding anniversary. They'll thank you later.

Life events

Celebrate their milestones.

Never let an important date go unnoticed. Schedule messages and offers for your clients based on life events like birthdays and anniversaries.

Reviews

Collect instant feedback.

Reviews can have a huge impact on the client decision making process. Set up automated forms to request client reviews after calls, store visits, and customer service interactions.